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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 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.
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.
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
Please mark as Answer if it is helpful and provide Kudos
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