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How to adjust new contact from received E-mail on outlook to defined Customer with specific domain?

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Step 1: Navigate to Settings -> Processes

(under the Process Center group).  Select the New button, then enter a Process Name, define your entity (Contact), and select Workflow is the Category.  Click OK.

step 1

Step 2:From the Workflow Editor Form

Select as an on-demand process, change Scope field to Organization,

step 2

Step 3: Click Add Stage and chose Check Condition, 

Step 3

Step 4: Type step description (if new contact),

step 4

Step 5: Click if condition, and chose fields as shown below, then save and close.

step 5

Step 6: Select the second row and click Add Step , and chose Update Record

step 6

Step 7: Select the contact entity and click set Properties

step 7

Step 8: update contact form

1-      Select the parent customer field,

2-      Chose parent customer from look for,

3-      Click add,

4-      Choose your customer from default value ,

5-      Click ok.

step 8

6- Will be as shown below. Click save and close.

8-6

Step 9: click activate

step 9

 Done.


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