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Microsoft Dynamics CRM (Archived)

Create Resource Booking on creation of an opportunity

Posted on by 345

I want to create a new resource booking on creation of opportunity or (closing of opportunity)

So I created a new process(workflow), and then mapped it with Opportunity entity. In the steps, I added "Create entity" and then mapped it to Resource booking and populated fields. I activated the process

Then I created a opportunity and waited for the process to create resource booking. But it did not create any

I just hard coded values in Create Entity for testing purpose, so I don't think there can be anything wrong with the mapping as the values are all just entered manually. 

I also checked the Process instance history and it looks like the process has not been triggered. Ideally it should run when a new opportunity is created but it hasn't.

Not sure what went wrong. Do I need to do anything else? 

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