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Hi,
I am investigating creating a workflow to automatically update a field on the most recent opportunity based on a field value in the Contact.
The problem I have is that a lot of our Contacts would have multiple open opportunities. How can I create a workflow that will only update the most recent opportunity?
Thanks
Ted
Hello,
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Hi,
Create a Custom Action and call that custom Action from Microsoft flow or
Create a Console Application that calls CRM System --> use Fetchxml or Queryexpression to take only last modified record(modified on desecending) for each contact's Opportunity and perform your operation
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Hi,
Use list rows action in power automate to fetch recent updated opportunity.
docs.microsoft.com/.../list-rows
You can order by modified on and pick first record.
Hello Ted,
The issue with workflow - you can't do it easilly.
You will have to either create a custom logic - either plugin or custom workflow activity or use Power Automate - that could be performed in a no-code manner.
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