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Automatically create record in Dynamics 365 (CRM)

Could you help a rookie out? I´ve tried to Google this but no success.


I would like to create an app to use for adding Contact, Account and Opportunity in Dynamics 365. I have an idea that a potential customer would enter i.e First Name, Last Name, Email and Company Name in the app. I can manage to create a record in the Contact entity based on Name and Email fields, and a record in the Account entity with the Company Name. 


Now I want to automatically create a record in the Opportunity entity, based on the info the potential customer enters. How would I do that?


My thoughts:

Create a form connected to the opportunity entity? Can I auto populate the fields based on the previous fields?

Use collections in some way?

Or do I want to use Flow to manage this?

PowerApps Staff carlosag
PowerApps Staff

Re: Automatically create record in Dynamics 365 (CRM)

One option is to use the Patch function

so that you can control in the button after saving the form to the Contacts, for example:


   SubmitForm(Form1);Patch(Opportunity, Defaults(Opportunity), {FirstName: DataCardValue2.Text, etc... })


Inside the { } make sure to set hte right name for the columns you are trying to set and match the right textbox in the Form control.

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