Share
Report
144Our Dynamics 365 Sales platform syncs with our project management system. The state field in the PMS can only sync with the state lookup field in Dynamics. However our website submission form uses a text field for the state. In order to populate the state look up field with the state text field, I started building the workflow in the image below. It's a pretty basic cascading flow, but I have to believe there's a better way than having 50+ choices. In excel I would use IF or SWITCH to make this work. In our former CRM I used CASE formulas to build things like this. Any recommendations for an alternate workflow?
You’re offline. This is a read only version of the page.
All responses (
Answers (
