Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I am aiming to put a custom field in the final stage of the BPF of "Contract Signed: [data type=Date]". When I reach this part of my BPF I want the user to fill in this field and have it map back to the account for future reference. Once the contracts are signed we can create multiple opportunities with this client through different product lines. So having this information to signal the end of the CLOSE stage but also notify future sales reps they are good to go with further products is important.
I am having trouble mapping it since I don't see an OOB mapping relationship from Opportunity to Account.
Below is what I have done.
Since I don't want this field on the account form to be updated until it is entered in the Opportunity BPF on the opportunity form I think it needs to map from Opportunity to Account in 1:N relationship but I am just not confident.
Can anyone help me with this one?
I'm also curious if I can make this date field required on the BPF and then calculated on the Account so the field is locked from the account form.
Thank you all!
Custom field is only available on BPF not on Form?
If yes then create OOB workflow on Opportunity entity and trigger should be On Change of custom field.
Now add Update record step then select Potential Custom(Account)->Set Properties->Map Custom field from Oppotunity to Account.
You can also add check condition to check if potential customer(Account) contains data.
If field is also on Form then you will have to create another field to keep current active stage name from Sync workflow on BPF entity to update this field. Make this workflow sync.
Create another async workflow to map field from opp to account, Add check if current bpf stage is last stage and potential custom(Account) contains data .
Thank you Bipin. This pointed me in the right direction.
Business Applications communities