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My staff would like to be able to select a number of accounts in CRM and create an opportunity record for each of them. These opportunities would all be linked to an event.
At first this seemed like a job for a dialog. It can collect all the information about the opportunity and then run them against the organisation. However, this would only work one by one as dialogs can't be run on more than 1 record.
I could create a workflow but a workflow can't accept information from the user so this workflow would need to be preprogrammed with all the info needed for the opportunity. I would prefer to be more flexible.
Is there a way around this without resorting to programming? Can a dialog trigger workflows? The dialog collects the information and then passes that into a workflow?
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Nice Approach Tim!!!
excellent. Thank you so much. I had no idea you could essentially do what I needed to do from a marketing list. When i clicked on the button to create opportunities there was no option to link to an event but I can add that to the opportunity quick create form. Anything else can be done after they are created through bulk edit. Thank you.
Ideally, you could provide a custom HTML web resource popup for users to make their selections and programmatically create the opportunities or via workflow, but with some configuration and training there are some no-code possibilities.
One idea is to use marketing lists. Users can add accounts to a marketing list and possibly use the "Create Opportunities" button that's available from the Account Associated View for a marketing list.
If the built-in Create Opportunities functionality won't meet the needs, then you could provide a lookup to the event on a marketing list. First, add a 1:N relationship from marketing list to the event entity. Add the lookup field to a marketing list form. Users will start by creating a marketing list and setting the event. Then they can add accounts and run a workflow on the accounts that will create the opportunity records. You can set the account and event as a dynamic value for the new opportunity records that get created.
Another option is to have users select accounts and run a workflow on them to create opportunities. They can then list the new opportunities that were created (e.g., where they are the owner and createdon is today) and use the bulk edit feature to set the event lookup field and any other fields. This is more of manual process but it's an option.
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