dynamics-crm - How to: Update related (through Regarding field) Lead on Task create/update in MS Dynamics

Question

Scenario:
A Lead is created. Then, a Task is created related (through Regarding field) to this Lead.
Question:
How to update a field (Boolean) on Lead object right after a Task is created/updated? The Lead update should be done basing on some conditions of the Task.
I'm stuck on process of checking if a Task is related to a Lead object or not. Is it even possible in MS Dynamics?

EDIT 1: I was trying to find a solution using Processes. After a comment I'm assuming this is not possible through Processes, but only with js/plugin. Is it so?

标签： dynamics-crmmicrosoft-dynamics

Answer 1

以下是您可以通过工作流程完成的方法。添加条件以验证相关是否是潜在客户。然后更新线索。

对不起法国人。用英文应该是：关于（铅）-铅-包含数据