1. Add a bit field that is set to true on load. This then requires the user to save the form. Create a workflow for when the bit field has changed. Then add to the workflow a condition when bit field is true followed by your process. End with the bit field being set to false.
- Advantage: Requires minimal code and is supported by Microsoft.
- Disdvantage: Upon every save (update) a workflow will fire. Not very optimal.
2. Create a trigger. The linker table exists inside the MSCRM database. On that table create a trigger that will perform your task when a new item is added.
- Advantage: Only fires when new items are added.
- Disdvantage: Not supported by Microsoft and the trigger will be removed upon Upgrade.
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