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Follow-Up in MSCRM 2011 RRS feed

  • Question

  • I understand that Microsoft removed FOLLOW UP from MSCRM 2011. I am surprised that Microsoft removed "Follow Up", which is a basic CRM function.

    I wish to recreate it only for the Phone Call Activity Entity.

    Here's what I envision:

    * A new checkbox field on the Phone Call Activity called "CreateFollowUp" with default value of UNCHECKED.

    * If the user wishes to create a Follow Up Activity from the current Phone Call Activity, the user CHECKS the CreateFollowUp checkbox.

    * The user clicks "Mark Complete" on the current Phone Call Activity.

    Cklicking "Mark Complete" triggers a workflow (I am not sure if it should be a workflow or dialog) that does the following:

    - If "CreateFollowUp" = false, then mark the originating Phone Call Activity as complete, close the originating Phone Call Activity's window and exit the workflow.

    - If "CreateFollowUp" = true, then:

    + Create a new Phone Call Activity with a relationship to the originating Phone Call Activity.

    + Populate the new Phone Call Activity with "Regarding", "Receipient", and other fields (to be determined) from the originating Phone Call Activity.

    + Open the new Phone Call Activity's window for additional editing.

    + Mark the originating Phone Call Activity as complete and close its window.

    Can someone advise me on the feasibility of this? Thank you in advance!

    Friday, August 24, 2012 7:09 PM

Answers

  • Hi vogelap069,

    We had a similar requirement for creating follow-ups for Phone Call activity in our project. This is how we implemented it. May be its helpful to you as well.

    We created a "Follow up Phone call" ribbon button on the Phone call entity form. The user would click the ribbon button to create a follow up phone call whenever he feels too. Using javascript and REST calls, our code would copy the desired fields from the existing phone call record to the new follow up phone call record and open this new form for the user. The user would then have to save this follow up phone call to finish creating a follow up.

    The adavantage of our approach is that the new follow up phone call form opens for the user with the values filled in. The user can make changes to this form (e.g: editing the description - adding more information) and then save it to create it. We open the form in the edit mode, so even after clicking on the follow up ribbon button if the user wishes not to save the activity, he can close it without saving.

    Sunday, August 26, 2012 8:17 PM

All replies

  • Why don´t you use a simple follow up dialog to create your follow up activity for your selected record.

    Otherwise: This is the way follow ups work in crm 2011


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview


    Friday, August 24, 2012 7:17 PM
  • Why don´t you use a simple follow up dialog to create your follow up activity for your selected record.

    Otherwise: This is the way follow ups work in crm 2011

    Thank you for your reply. Can I have a dialog open a new Phone Call Activity that is related to the originating Phone Call Activity?

    I want to display the familiar Phone Call Activity window instead of a dialog window...


    -andrew Cincom Systems Cincinnati, Ohio USA

    Friday, August 24, 2012 7:25 PM
  • You can integrate a hyperlink in a dialog -  Enabling hyperlinks to CRM Records

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Friday, August 24, 2012 7:43 PM
  • Hi vogelap069,

    We had a similar requirement for creating follow-ups for Phone Call activity in our project. This is how we implemented it. May be its helpful to you as well.

    We created a "Follow up Phone call" ribbon button on the Phone call entity form. The user would click the ribbon button to create a follow up phone call whenever he feels too. Using javascript and REST calls, our code would copy the desired fields from the existing phone call record to the new follow up phone call record and open this new form for the user. The user would then have to save this follow up phone call to finish creating a follow up.

    The adavantage of our approach is that the new follow up phone call form opens for the user with the values filled in. The user can make changes to this form (e.g: editing the description - adding more information) and then save it to create it. We open the form in the edit mode, so even after clicking on the follow up ribbon button if the user wishes not to save the activity, he can close it without saving.

    Sunday, August 26, 2012 8:17 PM
  • Hi vogelap069,

    We had a similar requirement for creating follow-ups for Phone Call activity in our project. This is how we implemented it. May be its helpful to you as well.

    We created a "Follow up Phone call" ribbon button on the Phone call entity form. The user would click the ribbon button to create a follow up phone call whenever he feels too. Using javascript and REST calls, our code would copy the desired fields from the existing phone call record to the new follow up phone call record and open this new form for the user. The user would then have to save this follow up phone call to finish creating a follow up.

    The adavantage of our approach is that the new follow up phone call form opens for the user with the values filled in. The user can make changes to this form (e.g: editing the description - adding more information) and then save it to create it. We open the form in the edit mode, so even after clicking on the follow up ribbon button if the user wishes not to save the activity, he can close it without saving.

    Thank you, Swaroop_d! That sounds like the solution we seek. I will take this to our tech team.

    Is it important to your Follow Up implementation that the Follow Up Activity ribbon button be clicked BEFORE the originating Phone Call Activity is Marked Complete?

    Thanks again.


    -andrew Cincom Systems Cincinnati, Ohio USA

    Tuesday, August 28, 2012 2:33 PM
  • Hi vogelap069,

    Is it important to your Follow Up implementation that the Follow Up Activity ribbon button be clicked BEFORE the originating Phone Call Activity is Marked Complet e?

    Well, it will depend how your team wants to implement it. We control the custom ribbon button's enable/disable features. For us, it really doesnt matter if the user clicks on follow up button before marking as complete or after. We show the follow up button enabled even after the phone call activity is completed.

    Tuesday, August 28, 2012 3:05 PM