Split a Lead / Opportunity into different packages with different customers

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Posted on by Chris D77

Hi, how would I achieve the following

split an existing lead or opportunity into multiple packages
each package would have a different client customer associated with them

Could this be done using workflow or would it require Javascript / PCF control to achieve or a combination of these components? Are there any documents / examples online that you know of?

Thanks

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Amit Katariya007 8,454 Super User 2024 Season 1 on at

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Split a Lead / Opportunity into different packages with different customers

Dear User,

What do you mean by packages ? Can you provide more details ?

Thank you,

Amit katariya
Leah Ju Microsoft Employee on at

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Split a Lead / Opportunity into different packages with different customers

Hi Partner,

Can you elaborate on your needs?

packages？

It seems that there is no concept related to 'packages' in the Dynamics 365 Sales?