web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Workflow across differ...

Microsoft Dynamics CRM (Archived)

Workflow across different entities

(0) Share

Report

Report

Posted on by TedW

479

Hi, is it possible to run a workflow between 2 different entities? Leads and Opportunities.

I am trying to locate a number of Leads which have been created but dont have an opportunity attached to them.

Thanks as always.

Ted

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (2)

Verified answer

Sreevalli 3,264 on at

Like (0)

Report
Copy link

Link copied!

Hi,

It is possible only with custom workflow.

Was this reply helpful? Yes No
Verified answer

gdas 50,091 Moderator on at

Like (0)

Report
Copy link

Link copied!

By default workflow will always execute for only specific entity , you can see when you create workflow you need to choose the entity and there is no way to choose 2 entity.

However if you have custom workflow activity then you can execute it in two different workflow one is for lead and one is for opportunity.

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

JS-09031509-0 3

#2

AS-17030037-0 2

#2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans