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Microsoft Dynamics CRM (Archived)

Automated Process within CRM

Posted on by Microsoft Employee

Hello there,

Is it possible to make a process in CRM that inserts a company or account into a specific marketinglist after an opportunity got won?

Best Regards

Blouflash

*This post is locked for comments

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Automated Process within CRM

    Hi Blouflash,

    Out of the box it is not possible , you will have to create a custom workflow for this :

    community.dynamics.com/.../custom-workflow-activity-add-to-marketing-list

    mark my suggestion as verified if helpful to close the thread.

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