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Hello. In CRM 4.0 I have created a workflow that creates a record (custom entity) when an opportunity is closed as Won and populates fields in the new record based on entries in the opportunity. What I need to do is move (preferably) or copy an attachment from the opportunity to the new record as a step in the workflow. Does anyone have any idea of how to do this?
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you must devlope Custome Workflow
this example how you can write custome workflow
http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity
in your customw workflow create your custme entity using crm service
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