web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Update Opportunity Field When Competitor Added to Competitor Subgrid

(0) ShareShare
ReportReport
Posted on by

I have a client request to auto mark an OOB 'Id Competitor' field on the Opportunity entity as "Complete" when a competitor has been added to the Competitor subgrid on Opp form.  I currently have a wf to perform this task when a "new" competitor has been created and added to the subgrid but am having trouble performing the task when an "existing" competitor is added.  I initially thought this would be an easy task (maybe it still is) to find an OOB way with a workflow to accomplish this.   As we know, there is a N:N relationship between opp and competitor and seems to be where the complexity lies.

I then thought that maybe there was also a 'Connection' for Competitor in which I could just configure a workflow on 'Connection' create but there is not a Competitor 'Connection' as possibly thought.

Is there a OOB to accomplish my task?  I initially thought there was an OOB field that got updated that could run the workflow on update but can't seem to locate one as would probably lie within the N:N.

Regards.

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm afraid you will have to develop the plugin in order to implement your requirement and there is no easy OOB/nocode solution for that.

    Plugin will handle Associate message, check relationship, verify opportunityid and competitorid and after that you will be able to update opportunity.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#2
ManoVerse Profile Picture

ManoVerse 60 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 43

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans