Hello,
I have been trying to automate the process of creating contract lines based on a won opportunity, ie when opportunity is won create contract > then create contract lines based on the products on the opportunity.
I understand that I cant do much with standard workflows and contract lines, so I'm wondering if there's an alternative way and if so how best to achieve it.
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Hi Steve,
Yes, you are right.
You can create Plugin/Custom Workflow Activity.
If it is plugin, you can register when the Opportunity is Won or when its status is updated from Open to Won.
Additional info:
community.dynamics.com/.../110934
Hope this helps.
Thank you.
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