CRM Forum Tag: workflow

CRM Forum Tag: workflow http://forum.crmreports.com/ User-to-user CRM related forums en Sun, 01 Aug 2010 01:59:03 +0000 sls on "How to create an WF in 4 to run syncronic ?" http://forum.crmreports.com/topic/how-to-create-an-wf-in-4-to-run-syncronic#post-2141 Sun, 07 Dec 2008 20:32:27 +0000 sls 2141@http://forum.crmreports.com/ Is there a way ? UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1999 Sat, 13 Sep 2008 19:05:45 +0000 UG Bot 1999@http://forum.crmreports.com/ Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Martin Hi! I can send an e-mail directly with a workflow when the phonyactivity creates so I have no problem with my mailsystem. I think I´ve made something wrong with my workflow. Can anyone see if there is something wrong with it? Martin UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1998 Sat, 13 Sep 2008 19:05:12 +0000 UG Bot 1998@http://forum.crmreports.com/ Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Aamir Bashir plus what the Dave said, you need to make it sure you are using right integration of email with the crm if you are using work flow to send an email I am talking about email router or standard outlook. send email to yourself from webclient and then see if it reaches at destination. ------ Aamir Blog : <a href="http://mscrmsupport.wordpress.com/" rel="nofollow">http://mscrmsupport.wordpress.com/</a> UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1997 Sat, 13 Sep 2008 19:04:28 +0000 UG Bot 1997@http://forum.crmreports.com/ Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Dave Ireland does the workflow fire when your [Made] condition is set on a phone call? is the workflow published? is the Microsoft Async Service running on the server? UG Bot on "Workflow that will send a "phone call activity"" http://forum.crmreports.com/topic/workflow-that-will-send-a-phone-call-activity#post-1962 Thu, 11 Sep 2008 17:47:54 +0000 UG Bot 1962@http://forum.crmreports.com/ Newsgroup subject: Re: workflow rules Archived from: microsoft.public.crm Author: Matt Wittemann Here are the basic steps: Add a custom date field to your customer record called "Last Call" and then create a workflow rule for Phone Calls that updates this field with the Phone Call's "Actual End" field when the Phone Call's status changes to Completed. The next part is a little more tricky. You'll need to create a workflow for your customer records that is triggered when the "Last Call" field is updated, waits 14 days, and then creates a new phone call record. That part is easy enough, but you'll need to be creative to use workflow to reset and start waiting again if this field is updated again before the 14 days passes, in case a user completes a new phone call on their own. -- Matt Wittemann, CRM MVP <a href="http://www.mscrm4.com" rel="nofollow">http://www.mscrm4.com</a> UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1961 Thu, 11 Sep 2008 17:09:50 +0000 UG Bot 1961@http://forum.crmreports.com/ Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Martin Thanks for your answer but I can send e-mails from the CRM system. Do you think there is any wrong about the workflow I created? UG Bot on "Create a workflow to update another entity field" http://forum.crmreports.com/topic/create-a-workflow-to-update-another-entity-field#post-1916 Wed, 10 Sep 2008 16:08:40 +0000 UG Bot 1916@http://forum.crmreports.com/ Newsgroup subject: Workflow to update information in another entity Archived from: microsoft.public.crm Author: Val Hi, I try to create a workflow like: If campaign response, source (custom field) equal XX, Update Lead record, source (custom field) How can i create a workflow to update another entity field? Thanks UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1891 Wed, 10 Sep 2008 13:55:01 +0000 UG Bot 1891@http://forum.crmreports.com/ Newsgroup subject: Re: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Dave Ireland Martin; Could be a few things. First verify that your Microsoft Async service is running and not producing any errors in the Application event log. if that is all good, then is it possible that the user from whom the e-mail is to be sent is properly set up to send mail? for example if the "send from" user is set to use Outlook as their outbound mail conduit, but that user never actually logs into the CRM for Outlook, the mail will never be sent. Dave Ireland UG Bot on "Workflow that will send a "phone call activity"" http://forum.crmreports.com/topic/workflow-that-will-send-a-phone-call-activity#post-1887 Wed, 10 Sep 2008 11:10:58 +0000 UG Bot 1887@http://forum.crmreports.com/ Newsgroup subject: workflow rules Archived from: microsoft.public.crm Author: Ian Watson Is this possible I have a attribute called "last_call" this is the last time we contacted a customer. Can I create a workflow that will send a "phone call activity" if the last call date is more than 14 days from today? help very much appreciated Ian UG Bot on "CRM workflow to send email after phone call" http://forum.crmreports.com/topic/crm-workflow-to-send-email-after-phone-call#post-1875 Wed, 10 Sep 2008 08:26:33 +0000 UG Bot 1875@http://forum.crmreports.com/ Newsgroup subject: Send e-mail when a phone call has been saved as completed Archived from: microsoft.public.crm Author: Martin I am trying to send an automatically workflow in 4.0 when a phonecall has been saved and completed. I´ve chosen not to do anything under "Available to Run". Scope: User. And "Records attributed change" I´ve selected Status Reason. After that I have added a step "Check condition" adn after that: If Phone Call:Status Reason equals [Made], then: Send e-mail Create New Message. After that I´ve set properties about the e-mail and published the workflow. When I´ve save the phone call as completed a workflow starts and it gets succeeded but no mail is sending to the customer. The mail doesn´t appear on the historylist and the customer has an e-mail adress on the contactcard. Does anyone know how to solve this? Thanks!