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) / Need Help, CRM 3.0 Wor...
Microsoft Dynamics CRM (Archived)

Need Help, CRM 3.0 Workflow Advice

(0) ShareShare
ReportReport
Posted on by Kimberly Fobbs 65

I have 3 separate sales channels using CRM 3.0.  We have new equipment sales, service (contracts & repairs) & rentals.  My question is how to accomplish creating a workflow rule that will recognize when an opportunity is lost by equipment sales, how to create a new lead for service sales to sell warranty or maintenance. Since my conditions are based on "lost" opportunities by equipment sales division, how can I "create and assign" a new lead for service when I cannot check the opportunity entity from within a lead?  Any help is greatly appreciated.

*This post is locked for comments

I have the same question (0)
  • Alden Profile Picture
    Alden 5 on at

    Hi i also need help about Dynamic CRM 3.0. How can i edit the products listed in Microsoft Dynamic CRM like adding new products, activate or deactivate, rename, etc.

    Please i need your advice right away.

  • Community Member Profile Picture
    Community Member on at

    HI Kimberly

    CRM 3.0 has limited functionality in the Workflow and you would need to do or have done some custom development of custom workflow components to achieve the functionality that you require.  Best advice I can give is to upgrade to v4.0 which has a much more powerful and functional workflow elemet which will allow you to achieve the functioanlity you require out of the box by building workflow rules.

    Hope this helps

    Alistair

     

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