Microsoft Dynamics CRM (Archived)

Workflow Opportunity to new Task

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Posted on by Mick_4711

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Hi everyone,

I'm a new user of CRM and I think, my question is solved easy, but not yet for me.

I wanna set an automatic workflow and should do the following:

When a new opportunity is created, a new task should be created - including the follow-up as the date of the task.

I asked Google, but unfortunately I didn't get any answer.

Can someone please help me?

Best regards

Mick

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Mick_4711 550 on at

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RE: Workflow Opportunity to new Task

My steps were right.

It was a "Workflow in the background"

So I was impatient too often.

I tried realtime and it worked immediately.
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Mihir@CRM 4,036 on at

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RE: Workflow Opportunity to new Task

In Dynamics CRM you can do this by using workflow.

Create a Workflow on Opportunity entity that runs on create of an opportunity.

In the workflow add a step to create a Task. Also set the due date for the task.

You may want to also assign the task to a user.

Hope this helps.
Mick_4711 550 on at

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RE: Workflow Opportunity to new Task

Got it! :D