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Hi everyone,
I am a bit new to dynamics. I have a check box in the account entity called "Sold." I would like to create a flow like this:
If the opportunity belongs to that account is closed won, that checkbox gets checked in that account.
Hello,
Easiest way is with two workflows - 1 - triggered on opportunity status change, 2 - child workflow for account update
Important to set up this option
Activate them and try how it works
Kipetcoff Hi Andrey,
Thanks for the comprehensive answer. What are the other solutions for this? Can I use power automate, instead? If so, how can I achieve that?
Yes, you can do it in Power Automate, but for me it's more convenient to use classic workflow, because I don't need to remember status codes and everything in one place.
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