Customer Engagement & Dynamics CRM Forum

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  • 1.  Executing workflows on child records

    D365UG/CRMUG ALL STAR
    Posted Dec 24, 2019 04:20 PM
    This functional requirement comes up ALL THE TIME in implementations of Dynamics 365, so I wanted to show you how I deal with it:



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    Gus Gonzalez
    8x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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  • 2.  RE: Executing workflows on child records

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 07:59 PM
    Yes! The Ultimate Workflow Toolkit is a terrific tool to distribute actions on child records! It's solved some use cases for me.

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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