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Workflows: Comparing Values Via a Dynamics CRM Check Condition

Post Author: Joe D365 |

Workflows are a great way to help automate your sales process. You can assign records, create records, update records, email notifications and much more! One of the great things about workflows is that different actions can be taking by using the check and wait conditions. This could be very helpful in many situations.

Let's take an example. On the order entry form, we have a lookup to the Account entity and a lookup to the Contact entity. With a workflow, we now want to notify the Account and Contact. With a very simple workflow you can achieve this. But what if the email address on the account record and on the contact record are the same? Now your contact will receive two emails. By having the two lookup fields on the order form, you have ability to compare the related entities directly. Let's walk through the process of adding a Dynamics CRM check condition workflow.

1. Select add step and select check condition.

CRM check condition: add step and select check condition

2. Then click the blue hyperlink in the "If Condition" statement.

3. Select one of the related entities you want to compare. In this example I will select Customer (Account).

4. A list of fields from the Account entity is available; select the email address from the list.

5. For the operator, select "equals".

6. This step will select the other entity we want to compare to. In the Form Assistant on the right side, change the Look for drop down to the Order Contact (Contact) entity.

7. Next, select the contact email address from the list.

8. With this check condition in place only one email address is needed. In this example I selected to use the email address from the customer record.

9. A condition branch is needed next. This check condition will be exactly the same, but this time change the "Equals" to "Does Not Equal"

10. With the check condition in place in the above step, we need to make sure that we add the Order Contact to the email notification.

By having a lookup values for the both the Account and Contact entity on the order entity, this allows the workflow to compare values from different entities. This is very basic example but this is one of many advantages of having a relational database with MS Dynamics CRM.

Hope this was useful. Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

6 comments on “Workflows: Comparing Values Via a Dynamics CRM Check Condition”

  1. how does the in work? you are using equals and not equal; however, i need in. how can i accomplish that?

    1. Hi Lidia,

      The options that are available in this scenario are “equals,” “not
      equals,” “contains data” and “does not contain data.” There is no option to do
      an “in.” The purpose of this blog was to show that you can compare values to
      make your decision on what action should be taken. Thanks!

      1. There are more other options than the 4 you expressed. I wanted to know if you knew how to use the 'in' one.

          1. I have already tried ';', i've tried ',', i;ve tried using quotes, double-quotes, nothing worked for me.

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