Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Automated new customer web pages RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    Wondering if its possible to have CRM automatically create new customer web pages that would be created as soon as an opportunity is marked as won?  I assume an integration with Sharepoint would be required but just wondering if anyone has implemented this type of functionality?  These web pages would welcome the customer and store important documents and information for them.
    Monday, March 1, 2010 3:44 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    Ak,
    There is a custom workflow activity that Simon Hutson created that allows users to generate new sites based off a site template in SharePoint from a CRM event (like Status Change of an Opportunity which you had stated above). 

    You could also modify the custom workflow activity in Visual Studio to do even more, like post-create edit the internal information on each page, or set a username and password based off contact information, etc.

    Paul Reitmeyer http://www.mscrmdirectory.com
    Monday, March 1, 2010 4:40 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    Ak,
    There is a custom workflow activity that Simon Hutson created that allows users to generate new sites based off a site template in SharePoint from a CRM event (like Status Change of an Opportunity which you had stated above). 

    You could also modify the custom workflow activity in Visual Studio to do even more, like post-create edit the internal information on each page, or set a username and password based off contact information, etc.

    Paul Reitmeyer http://www.mscrmdirectory.com
    Monday, March 1, 2010 4:40 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thanks for your help Paul, it is much appreciated!
    Thursday, March 4, 2010 8:52 PM