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Microsoft Dynamics CRM (Archived)

Workflow for Quotes to Orders

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Posted on by nomad

1,735

Hello Everyone.

This is what I'm trying to do:

1. Check the status of a Quote is active

2. If its a Draft then change status to Won

3. Update the record (Quote)

this is where I need help I see this in the Products field

The list of related records is not available when you create a process. To create a related record from a process, add a Create Record step. To update a related record, add an Update Record step.

is there a step that I'm missing if so where can I find this info, any help would be great

I'm using CRM 2013 online.

damon

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Royal King 27,686 on at

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There is no way you can do this with CRM out of box functionality. You have to write custom workflow or plugin to achive this. Check the below link it may hep to update all related records from the parent entity.

markuserlandsson.wordpress.com/.../start-mulitple-workflows-on-related

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