I am creating an auto post on create of opportunity on account ,i want opportunity name as a hyperlink in all the hierarchical accounts auto post. Is it possible if yes then how?
Thank u in advance.
Regards,
Gundeep
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See my response here:
community.dynamics.com/.../262826
Change the regarding object id Entity Reference to the account id instead of the opportunity id.
Hope this helps.
You Create a workflow and add your opportunity record on creation.
Pls follow the below link.
ledgeviewpartners.com/.../crm-tip-creating-custom-activity-feed-posts
Hope this helps
Hi,
Hope the below links will help you.
https://community.dynamics.com/crm/f/117/t/219407
https://msdn.microsoft.com/en-us/library/hh547386.aspx#AutoPostRules
The custom auto post rules in different user’s locales can’t be created programmatically. However, you can create auto posts (posts with the Sourceattribute set to “Auto Post”) by using plug-ins and workflows when events occur in Microsoft Dynamics 365. With plug-ins and workflows you can create or delete posts, comments, and follows, or perform a specific action when posts, comments, or follows are created. For example, an email can be sent to the user when another user starts following him.
To mention a record in a post created by a workflow, use the dynamic values. For example, to mention a user who modified a post, use the following expression in the post entity Text field:
{Post URL(Dynamic)(Modified By (User))}
To add dynamic values, use the workflow designer Form Assistant in Microsoft Dynamics 365 Web workflow designer.
Many thanks,
Nitin Verma
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