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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / CRM workflow
Customer experience | Sales, Customer Insights,...
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CRM workflow

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Posted on by GAE 130

Hello community,

I am new to CRM. 

I have these questions if someone can help me, please. 

Update the customer card as below:

  • Add default contact fields on account level
  • Add lookup field on the contact level (to link the account with contact)

 

Create workflows as below:

  • On customer creation, create contact getting data from the default fields created.
  • On updating the new fields, the contact should be updated also.

Thank you. 

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