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For example if the state of oportunity changes to Quote change account stage to selling
How to do it?
Hi Amanson,Where are you changing the state of opportunity; and seeing the account stage?
Also, can you let me know what version of Microsoft Dynamics Retail Management System you are using?
For example, 2.0.2023.
It is Microsoft Dynamics 365 Versión 1710 (9.2.21023.135) online
Comercials change the state of oportunity and need automatic Stage account chage.
Thanks Todd
Hi Amanson,
I moved this thread to the Microsoft Dynamics Customer Service Forum:
community.dynamics.com/.../dynamics-365-for-customer-service-forum
Hi Amanson，
What app are you using?
Regards,
Leah Ju
Dynamics 365 sales
AS you mentioned, “if the state of opportunity changes to Quote change account stage to selling”.
Can you give me a detailed answer to the above question? It would be good to attach relevant screenshots (Note:screenshots should not contain private data).
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
I think it is a custom version of Dynamic sales. What is required is that when the opportunity status changes, the account statement field should be changed. For example: Closed Win must change the account status to Customer
In fact, my OOB account and opportunity form are different from screenshot you providesd.
But that's not important, I've got your point.
The account and opportunity ia 1:N relationship, what you need is to change the parent account's fields when the child opportunity status changes, right?
You can go Settings > Process to create workflow in opportunity to achieve it.
1.Set trigger and scope.
2.Add steps.
(1)Check condition.
you can set opportunity status equal to value as you need.
(2)Update Records.
Under condition, you can do update operation, click 'Set Properties' to open dialog to fill value you need in the field of the account.
(3)If you have other condition and update account based on the condition, you can add 'Condition Branch' step.
You can then do the same operations as in the previous steps?
(4)Save and Active it.
Yes, It is this. A lot of thanks!!!
Hi Partner,
Has the problem been solved? Any updates?
Please click Yes under "Did this answer your question?" to close this thread.
Thanks.
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