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CRM 4 Set Regarding made Mandatory RRS feed

  • Question

  • Hi there,

    Was wondering if its possible to make the "Set Regarding" mandatory when tracking a meeting from the Outlook client. Currently we have users that hit the "Track in CRM" button but dont set it regarding an Account/Contact/Opporunities. Could we make it so when a user hits the Track in CRM button they are forced to set it regarding an object? We are currently on CRM 4 using Office2010. All help is greatly appreciated.

    Thanks!

    Pasha

    Monday, October 31, 2011 10:27 PM

Answers

  • There is nothing much you can do to acieve this. As "Track in CRM" is backgroung process.

    Your best bet is write a plugin on "CheckPromote" / "Deliverpromote"  messages and if the regardingobjectid is null through a InvalidPluginExecutionException exception.

    I hooe this helps.


    Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com
    • Proposed as answer by Amreek Singh Tuesday, November 1, 2011 12:36 AM
    • Marked as answer by Pasha Rabizadeh Tuesday, November 1, 2011 3:21 PM
    Tuesday, November 1, 2011 12:36 AM