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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Delete Custom Workflow...
Microsoft Dynamics CRM (Archived)

Delete Custom Workflow or plugin

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Posted on by johny_crm 735

I have a seemingly strange requirement.

I need to create a custom workflow to auto perform the following tasks in order

When an opportunity is closed as lost with a specific  status reason  or a status reason beggining with lets say  something like (NI). 

a) Reopen the Originating lead

b) Disqualify the originating lead with the same status reason as the Lost Opportunity (Eg if Opportinity was lost with a status reason (NI) Limited Company, set the originating lead status reason as (NI) Limited Company

c) Delete the closed as Lost Opportunity

d) send a notification email.

I can achieve the  a and C  with a standard workflow but I cant seem to set the disqualify the reopened lead with the same specific reason (The status reasons options to be set exists in both Lead and opportunity. Seems pointless but its a business requirement.

All ideas are welcome. An using CRM 2013 on Premise

Regards

Jon

 

*This post is locked for comments

  • Suggested answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,426 on at
    RE: Delete Custom Workflow or plugin

    Check these

    blogs.msdn.com/.../populate-two-options-values-when-creating-a-record-in-a-dialog.aspx

    msdn.microsoft.com/.../gg334455.aspx

    srmscrm.wordpress.com/.../how-to-create-a-custom-workflow-activity

  • johny_crm Profile Picture
    johny_crm 735 on at
    RE: Delete Custom Workflow or plugin

    Mamatha

    Thanks for your reply.

    I was looking for an example of a custom workflow activity to do that. Any examples?

  • Suggested answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,426 on at
    RE: Delete Custom Workflow or plugin

    Jon,

    CRM will not allow assigning option set values from another entity's option set unless they are based on Global Option set.

    As you have figured out, you can write a custom workflow activity or plugin to do this.

    Would implement the complete functionality in a plugin or workflow (using custom workflow activity) instead of doing it partly in workflow and rest in plugiin. It will help maintaining the functionality in case a change request.

    Optionally, you could use an IF Else statement to set the option set values. Not a clean solution but works if your option set values aren't frequently changing.

    Hope this helps!

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