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Workflow for Microsoft Dynamics CRM 2011
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IT & Programming > Web Programming

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The client has made the following changes to the job.


Job awarded.

May 19, 2011

Job Description

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  • Posted: Mon, May 16, 2011
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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I want to add an "Opportunity Product" to the opportunity and an "Order Product" to the order using a workflow, but I am not able to do so because when creating or updating this entities from the workflow I do not have the possibility to work on this specific list.

My current workflow creates an opportunity and a quote after the business contact is saved, I would like for the product to also be automatically added via the workflow into the opportunity/quote so it can be ready for print without the step of having to manually add the product line.

If you are experienced in Microsft Dynamics CRM 2011 and could possibly assist me in automatically adding a product line to an opportunity and a quote via a workflow please respond to this post.

I can grant you full access via LogMeIn to our CRM so you can test your code. The workflow is already built excluding this request.

Thank you

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