One confusing obstacle with a new CRM system, is the connection between Dynamics CRM and SharePoint. As a consultant I often have to demonstrate what is really happening behind the scenes to justify why this isn’t straight forward. We have to tell the customer about different folders, different entities etc, while they simply don’t care. They just want it to work together.
One particularly interesting point is when they move between entities. Why can you work with documents in the Lead, and when you navigate over to Opportunity, you no longer see your sales documents? Technically I understand why, but from a functional perspective I understand the customer.
Recently I ran into this scenario when implementing Field Service. Sales produced documents what were important throughout the whole cycle Sales -> WorkOrder -> Assett. Navigating between the entities takes to long, so the challenged me to find a solution.
FLOW TO THE RESCUE ❤
When the opportunity was done, we needed to create 1 or more WO in Field Service. Important factor was to maintain all the work done in Opportunity with the documents, so the Field Service Technicians could see everything in one entity (WO).
Challenge: When I create a new Work Order from Opportunity, I need to copy the document location from the originating Opportunity.
Flow begins with a simple trigger. When a WO is created.
Then I check to see if the related Opportunity contains data. This is just to make sure that the WO actually is created from a Opportunity.
Then I needed to get the document location regarding the Opportunity. As you can see here I am only returning 1. There won’t be any more document locations on Opportunity the way they are using it now. If you wonder how to filter, check my other post LIST CDS RECORDS IN FLOW
This is where I create a new Document location, and set the Work Order as regarding. Flow will automatically add “FOR EACH” to loop through. In my case it doesn’t matter, because I only have 1 document location from Opportunity.
What the user sees
This is a new Opportuinty
The opportunity has documents related to it.
I then convert the opportunity to Work Order via the button in ribbon. I get a message when this is complete.
I open the document location of Work Order, and VIOLA, the same documents.
Personally I love finding quick wins like this that mean a lot for simplicity. Any CRM application will be complex for the end user, so these parts help:)