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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?
One option is to use the Patch function
https://powerapps.microsoft.com/en-us/tutorials/function-patch/
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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