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CRM Workflow to add a user to a team RRS feed

  • Question

  • Is it possible to automatically add a new user to a specific team as a team member when that user record is created via a workflow?

    My situation is that when a new user is added to CRM, I want to automatically add them to team(s) based on their business unit and job function.

    I can't seem to figure out how to do this via workflow. I don't want to assign the record to the team, I want to add that user as a member of the team.

    Any suggestions?

    Dave

    Wednesday, September 7, 2011 7:19 PM

Answers

  • Hi Dave,

    You can't do this via workflow unfortunately. Your only option here is to write a plugin. See here for some pointers

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011
    • Marked as answer by Dave Maslen Thursday, September 8, 2011 12:56 PM
    Wednesday, September 7, 2011 10:05 PM
    Answerer