How to Hide the assigned account ? RRS feed

  • Question

  • 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
    Sunday, April 11, 2010 2:03 PM


All replies