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Microsoft Dynamics CRM (Archived)

Move/Copy notes with workflow

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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?

Thanks

K

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  • hassan chandoklow Profile Picture
    hassan chandoklow 175 on at
    Re: Move/Copy notes with workflow

    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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