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Microsoft Dynamics CRM (Archived)

Workflow changing Account Status New Client to Prospect

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Hello Everyone:

I'm trying to create a workflow that will change the status in a field called "Relationship Type" which contains 4 looks-ups: House Accounts, New Clients, Existing Clients and Prospect.

What I'm trying to do is this the workflow will look to see if an Account is labeled New Client and if the Order status equals New. If true then it will update the Account status Prospect.

For The Update: Customer (Account) if have the Relationship Type to { Relationship Type(Customer(Account));Prospect}

 

....

Any help would be great

Thanks

 

 

 

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I have the same question (0)
  • Deepesh161 Profile Picture
    6,317 on at

    What is the issue you are facing?

  • Community Member Profile Picture
    on at

    Sorry the Value of  Relationship Type does not change to "Prospect"

    But I solved the problem I changed the Update Account field for  Relationship Type to {Relationship Type (Relationship Type ) Prospect}.

    Now it works.

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