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    When I want to assign a task I have to pick a user from the default users group for CRM.

    Is there anyway that I can set up groups or teams of people and then just select that group or team and select a user from the group or team instead of having to continually go through an extensive list of users all the time.

    Anyone any ideas ?

    Thanks.

    Monday, February 15, 2010 1:58 PM

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    A possible solution that I can think of would require the following.

    1- Add a custom button to the Task form.
    2- The buttion will need to pass the ID of the activity and its type as query string parameter to a custom page.
    3- The custom page will allow the user to select a team and will need to display all users in the team.
    5- The system user will be able to select a user and assign the activity to the user.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    • Marked as answer by JMcCon Tuesday, February 16, 2010 4:14 PM
    Monday, February 15, 2010 3:14 PM

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    Hi, You can't assign tasks to a team but you can assign them to a Queue. You'll need to setup the team/department's queue and you will then be able to assign the tasks to that queue.

    Hope this helps,
    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    • Proposed as answer by Hassan Hussain Monday, February 15, 2010 2:03 PM
    Monday, February 15, 2010 2:03 PM
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    Thanks for the reply Hassain.

    The problem with queues is that you have to specify an email address and then if you assign a task to that Queue it goes to that email address.
    What I want is that I can open a Group that has maybe 4 or 5 members and select one of those members and assign to them. Rather than having to select someone out of hundreds of Users of the CRM.

    Any ideas on this ?
    Monday, February 15, 2010 2:32 PM
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    A possible solution that I can think of would require the following.

    1- Add a custom button to the Task form.
    2- The buttion will need to pass the ID of the activity and its type as query string parameter to a custom page.
    3- The custom page will allow the user to select a team and will need to display all users in the team.
    5- The system user will be able to select a user and assign the activity to the user.


    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    • Marked as answer by JMcCon Tuesday, February 16, 2010 4:14 PM
    Monday, February 15, 2010 3:14 PM