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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Update related records...
Microsoft Dynamics CRM (Archived)

Update related records with a workflow

(0) ShareShare
ReportReport
Posted on by Vivian Voss 2 User Group Leader

Hi, 

I am facing a problem that at the moment seems impossible to solve, so I am hoping that someone smarter has maybe a tip for me to get further :) 

This is the process: 

We would like to add multiple contacts to an opportunity (Created a N:N relationship between Opp and Contact). Then when 2 other fields are filled in a workflow is triggered. This workflow will create a custom entity record for each of the contact we have chosen. 

I actually managed this part, but now comes the big BUT. 

BUT: 

It is also necessary to link the custom entity record to the Opportunity that started the whole process. 

Problem: 
The last BUT part is what i can't seem to figure out now. How to related the final custom entity record to the opportunity that started the process? 

Any ideas? 

Thanks in advance, 

Vivian 

*This post is locked for comments

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

    Hello Vivian,

    I experienced similar issues and everytime I had to write some code. Now you can avoid it using Ultimate Workflow Toolkit + Distribute Action approach. Check following example - butenko.pro/.../cloning-record-with-related-records-with-no-code-using-uwt

    This is not exactly your case but sounds similar.

  • Vivian Voss Profile Picture
    Vivian Voss 2 User Group Leader on at

    Hi Andrew,

    But will this only work with an on-demand workflow?

  • Community Member Profile Picture
    Community Member on at

    Hi Vivian,

    I'm not sure I follow too well, but wanted to ask, have you got an opportunity lookup on the custom entity? If you did, you could dynamically put the opportunity slug into this lookup each time your workflow creates the custom record.

  • Vivian Voss Profile Picture
    Vivian Voss 2 User Group Leader on at

    Hi Barry,

    Yes i do. How could we do that? The custom entity record is created from the Contact entity and there i don't have a possibility to add any fields related to Opportunity entity.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Vivian,

    Could I ask for the following information:

    1. Are the two fields that trigger the workflow to create the custom record from the contact or the opportunity?

    2. What is the trigger for the workflow; is it create, update assign etc?

    The reason I'm asking is because I can see that the opportunity seems to be the common middle ground for both the contact and the custom record. So what I would like to establish is if perhaps the workflow should trigger from the opportunity to create the custom record. That way you have references to both the opportunity and the contacts against that opportunity.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    It will work with any workflow.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans