Hello everyone.
I'm a Dynamics CRM administrator from China.
These day i spent a lot of time.And try to find the method that "How to Hide the Assigned Account."
For Example
There are 50 accounts and 2 CRMusers (UserA and UserB).
User A can view all accounts(now is 50) and pick one which is interested(AccountA). Then make the account assign to himself.
User B also can view all accounts(now is 49) and assign the interested account(AccountB) to himself.
User B can not re-assign the AccountA to himself,until the UserA give up AccountA.
Another Example:
Use A and B are catching fish from pool.
UserA catch the Fish A, then the User B cannot see the Fish A.
UserB catch Fish B.
If user A found the fish is "not good",he can put it back to the pool.
And other User can Catch it.
My English is not well,I hope you can understand.
I try the 2 ways.
The Fisrt : Give Every User the Global Level Assign Permissions. I found if a account is assigned to UserA , UserB can Re-Assign it. This is a wrong way.
The Second : 1. by default,each account's owner is "administrator"
2. Run a workflow , if the owner is "administrator", Then assign the account to current user.If the owner is not "administrator",do nothing.
3. If the current user do not need the account,Run workflow and re-assign the account to "administrator"
But when i try the second way,i found 2 questions.
1. the workflow can update the account owner info,but it must choose a define user,can not choose current user(i need the workflow can use for everyone).
2. i make the workflow check status,When owner is "administrator", Update Owner to a define user. But nothing happen,I check system jobs,it report "waiting".
Can any body help me ? Thanks very much !
Cisco & Microsoft
