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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Set field value based ...
Microsoft Dynamics CRM (Archived)

Set field value based on related entity

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Posted on by Community Member

Helloo,

I have a setup where an opportunity has a N:N relationship with a customer entity (in this case opportunity loss reason)

The idea being there may be multiple reasons why an opportunity was lost.

However i want to be able to validate that there is at least one loss reason set before the opportunity closes, i have tried to do this with processess and business rules but cannot find a link to put them together,

Another thought was to have a field update on the opportunity when one is set, but i cant find any way to link the opportunity to see if there is any related opportunity loss records associated.

Any help appreciated but would prefer a built in tool resolution where possible.

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Set field value based on related entity

    Hi,

     to do it with the system N:N, you'll have to create a plugin for the "associate/disassociate" message.. or you'll have to create a custom workflow activity which would verify if there is a relationship, and, then, you can use that activity in a workflow which will trigger on "status change".

     Or you can convert that N:N to a manual "N:N" (by introducing a custom entity which has lookups to both opportunity and opportunity loss reason). Then you can attach workflows to that entity (for example, to update a "flag" field on the opportunity). But you'll also have to track delete operations..

     In the end, I'd probably use a custom workflow activity.

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