woensdag 30 mei 2012 16:11
Is it possible for a user to accept or reject changes made to contacts by an owner before the updated information is synched to his/her Outlook?
So, if the owner of a commonly held contact makes changes, can CRM send a message to other users on the instance of what the change is and allow them to either accept or reject that change before the synch to Outlook?
woensdag 30 mei 2012 16:50Moderator
you can easily implement approval process in ms crm using workflow, you can create a picklist/optionset in ms crm contact and set it to "Request for approval" when any chages are make in that contact, you can send notification to other crm user to approve these changes.
and you should be able to configure outlook filters to only sync contact where Approval field is "Approved".
woensdag 30 mei 2012 17:23
I don't understand how to do this. Would you be able to give me more details?
In a contact, I selected Run Workflow, then New Process. I selected the entity as Contact and the Category as Workflow. However on the process information page I haven't been able to figure out what steps to implement. I don't see a "picklist/option set" or a "Request for Approval" option.
Thank you for the help so far.
woensdag 30 mei 2012 17:50Moderator
I said you can create a picklist(if ms crm 4.0)/optionset(if ms crm 2011) in contact entity. so steps will be like below
1. Customize contact entity and add a new attribute of picklist/optionset having two options-: Approved,Reject and Request for Approval
2. Write a workflow on update of Contact entity to set "Request for Approval" for this field in case of update.
3. Create a step to send email notifiction for required user in the same WF, then that user will open this record and will approve or reject contact.
4. Modify outlook filters in outlook to sync only if your custom field value is equal to Approved.
- Als antwoord gemarkeerd door R TransCanada woensdag 30 mei 2012 19:22
woensdag 30 mei 2012 19:22
It's still not completely clear to me. I suppose I don't have enough familiarity with CRM to follow your steps. I'll check with some other users at my company and show them your solution.