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work flow for won control and a work flow for lost control

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Posted on by 112

Hi !

Good afternoon.

I wants to have a work flow for won control and a work flow for lost control.

but don't know how to do it ?

currently, the won and lost under same work flow.

Thanks a lot

Har Har

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  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Hi Sayen,

    How to connect the power automate scheduled task to Dynamics 365 Lead view ?

    It seems to be not easy to do so.

    Is there any easy way to do it in Dynamics 365 instead of power automate ?

    Appreciate your great help.

    HarHar

    pastedimage1684838150988v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Hi Sayen,

    Thanks for quick response.

    Ok, I will have a look and try.

    Keep you posted.

    Appreciate your great help.

    HarHar

  • Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: work flow for won control and a work flow for lost control

    Hi HarHar,

    Hope you are well~

    We had better use Power Automate flow to send reports every Friday evening, as workflow is primarily a process that is triggered when a change is made to a form record. With Power Automate flow you can set up regular triggers that meet your needs.

    A related community thread where some options were being talked about: Automatically send reports to email weekly - Microsoft Dynamics CRM Forum Community Forum

    Best Regards,

    Sayen Zhang

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Hi Sayen,

    Good morning.

    May I ask how to auto generate the following weekly report to user email every Friday evening ?

    It is possible to create a workflow under Processes ? 

    Appreciate your great help.

    HarHar

    pastedimage1684838150988v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Thanks Sayen

    You're excellent. :)

  • Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: work flow for won control and a work flow for lost control

    Hi HarHar,

    Yes! I am glad to hear that you resolve it.

    Best Regards,

    Sayen Zhang

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    cool, in one process , let me have a try

    Thanks a lot

    Har Hay

  • Verified answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: work flow for won control and a work flow for lost control

    Hi HarHar,

    Can these steps set up in workflow meet your requirements?

    pastedimage1684489533346v2.png

    pastedimage1684489517990v1.png

    Best Regards,

    Sayen Zhang

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Hi Sayen,

    It has been done, I need to create two Processes - 1 for Won and 1 for Lost.

    Appreciate your great help.

    Wish you have a nice weekend

    Cheers

    HarHar

    pastedimage1684489427567v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: work flow for won control and a work flow for lost control

    Hi Sayen,

    Thanks for quick response.

    I have tried it but I can't select the won and lost in first logical condition, the following is sample :-

    If won then 

       I can set the logical here which is ok for me.

    end

    If lost then 

       I can set the logical here which is ok for me.

    end

    Thanks very much 

    Har Har

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