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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / workflow
Microsoft Dynamics CRM (Archived)

workflow

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Posted on by Community Member

Hi, everyone

In Dynamics 365:

I need that, starting from the potential opportunity to pass to opportunity and take the project.

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I have the same question (0)
  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: workflow

    Hi Marques,

    Can you please elaborate your question?

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: workflow

    I think you want to create a Business Process Flow, which starts with Lead to >>Opportunity>.>Project

    This is how its done, read the blog and just change entities:

    prashantshuklacrm.wordpress.com/.../business-process-flows-in-dynamics-365-part-i

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