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Using custom workflow for event registration after billing need to create account and contact records on demand workflow trigger in market module(atleast 2 records need to create)

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Posted on by Chandra.p

Using custom workflow for event registration after billing need to create account and contact records on demand workflow trigger in market module(atleast 2 records need to create)

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Defne Ayanoglu on at

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RE: Using custom workflow for event registration after billing need to create account and contact records on demand workflow trigger in market module(atleast 2 records need to create)

Hi Chandra,

Has Clofly's answer resolved your question?

I believe that should do the trick.

Regards,

Defne Ayanoglu

Microsoft Dynamics 365 for Marketing team

Please mark as verified if the answer is helpful.
cloflyMao 25,202 on at

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RE: Using custom workflow for event registration after billing need to create account and contact records on demand workflow trigger in market module(atleast 2 records need to create)

Hi Chandra,

Could you share me your requirement with more details?

In my opinion, an event registration will be associated with a contact, if the contact not exists in system, then the record will be created automatically.

You can build a workflow which targets at contact and trigger it when record is created,

add check condition that when Origin Event field contains data, then create a new account from contact context.

I think the workflow wouldn't be on-demand due to you would like to create 2 records at same time.

If you enabled 2020 wave 1 early access for your application, then you can create custom event registration form with more fields to map.

https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-marketing/improved-event-management-experience

Regards,

Clofly