How to set up automatic notifications in MS CRM 2011

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• mercredi 23 mai 2012 04:20

   

   
  

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  Hi Hari,

  Notifications in CRM are generally done through emails / tasks. If the users have CRM Outlook add-ins installed, these tasks will be synchronized to the users' Outlook as well.

  In your scenario, you could create a custom attribute on the entity to flag whether that entity need to be reviewed or not. To create the notification itself, you can create custom workflows that will get triggered when the "custom flag" is set to true.

  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.

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  Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

  • Proposé comme réponse Dimaz Pramudya (www.xrmbits.com) mercredi 23 mai 2012 04:20
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• mercredi 23 mai 2012 06:25

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  Hi,

  you can develop OOB workflow based on your phone call and can send notification to realted team.

  you can take reference of below posts

  http://blogs.microsoft.co.il/blogs/rdt/archive/2011/11/12/microsoft-dynamics-crm-2011-workflow-based-approval-process-implementation-part-3.aspx

  http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/

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  Mahain : Check My Blog
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  Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

  • Proposé comme réponse Mahender PalMVP, Moderator mercredi 23 mai 2012 06:26
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