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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow across differ...
Microsoft Dynamics CRM (Archived)

Workflow across different entities

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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

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  • Verified answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at

    Hi,

    It is possible only with custom workflow.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    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.

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