Hi
Is it possible, in Dynamics 365 (CRM), to create a Workflow which can loop through the members of a team and create a task for each?
So if there is 4 Users in a Team, it would have to create 4 separate tasks since each Team Member needs to perform the task.
Thank you
Hi,
only plugin and custom workflow could achieve what you want.
Hi AndrevS,
Here is an article on creating custom workflow activities with C#. The benefit of custom workflow activities is that they behave similarly to a standard workflow, so you can trigger it on a field change or manually. A plug-in is another option, but will require some effort to run manually. It is straightforward to trigger plug-ins on field changes.
It is possible to meet your requirement with Microsoft Flow. Take a look at this article on creating new records in Dynamics 365 using Microsoft Flow. You will need to make sure that you populate the lookup fields, so that the records you create are linked properly.
It would either be triggered by field change on an opportunity or manually.
It is for the approval of an Opportunity by an approval team.
I decided to send one email to the team, notifying them of the opportunity to approve.
And then creating a record in a custom entity, “Approval History”, which is related to the Opportunity entity.
But that leaves me with the same problem; how do I create a record for each team member.
I have never written a workflow in C# but I’ll look into it.
Not possible to do this in Flow?
Hi AndrevS,
How do you want to trigger this logic? It might be best to implement this with the C# programming language.
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