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ReportHi,
CRM version: Version 1710 (9.2.21021.144) online
I am trying to figure out how to accomplish the following in Advanced Find:
- Given a list of Customer IDs, we would like to retrieve a list of Accounts
- For all of these Accounts, we would like to create a Work Order
Idea:
- Create a SavedQuery that returns a list of Account records (the comma delimited list of Customer IDs would come from a TXT file stored on our server)
- Create an On Demand Workflow that would run for each Account from the Saved Query above to create a Work Order
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If the above isn't possible to do in Advanced Find, here are some other ideas:
- Microsoft Flow
- Create a variable that stores a comma delimited Account IDs
- Create other variables for fields that would be set on the Work Order
- Retrieve Account records
- For each Account record, create a Work order
Thank you,
Tony
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