Hi, I want to change the owner of an opportunity when a certain stage of the Business Process Flow is active.
I have tried creating a workflow on the business process flow and when the stage change it reassign the opportunity, but I can only chose to reassign to someone in particular and not someone located in a field of the opportunity.
Can someone help me on that? :D
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Hello,
If you will notice my first response "Assuming while assigning opportunity you want to use user from some of the field in opportunity entity form ?? if yes while assigning you can click on Set Property button and after that you can select your opportunity field from the form assistant in right hand side."
I have mentioned you want to assign it to user, but if you are looking for assigning opportunity to contact ?? you can't do that as owner ship of the record could be a user or team. But you set association with opportunity and contact, you may use connection to setup a specific association for opportunity and contact.
You can refer this post to understand connection: https://www.magnetismsolutions.com/blog/adammurchison/2017/10/30/a-quick-guide-to-connections-in-microsoft-dynamics-365
Hope it will help.
So there isn't any solution for my problem?
You can't assign opportunity to a contact.
You are only offered lookups that fit the type. E.g. for ownerfields you will be only offered SystemUser or Team Lookup.
Keep your cursor on the lookup field and then change the drop down under forum assistant to opportunity first and then you should see user Lookups from opportunity entity under below drop down.
Never mind, I can chose from a few fields, but I think these fields aren't the one present on the opportunity form
I think your understanding is correct, but when clicking set property, this is what i get, and nothing is available, I can't select any field :
Hi,
Assuming while assigning opportunity you want to use user from some of the field in opportunity entity form ?? if yes while assigning you can click on Set Property button and after that you can select your opportunity field from the form assistant in right hand side.
Let me know if my understanding is not correct.
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