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I am trying to add an account to a related list in D365 sales app using a custom workflow.
When an opportunity status reason changes (gets approved), we need to auto-populate the account on the opportunity in an account-related list (Managed Partner account).
This is needed so partners accessing our partner portal can choose from these accounts in a related list moving forward.
Looking for an OOB solution to create this functionality...would greatly appreciate any insight into this!
As per my understanding, your requirement is to look for an appropriate account record and tag it with opportunity upon opportunity gets approved.
This cannot be achieved using OOB solution. You need to build a plug-in or custom workflow to achieve your requirement.
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