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Question about account updates RRS feed

  • Question

  • I was wondering what would be the best thing via workflow/task/activity/service in order to alert our sales people about what accounts need to be updated. Is there a way to select multiple accounts at once and send a notice to let them know? If so what would be the best entity to use for that? We are using Microsoft dynamics CRM 4.0
    Thursday, August 12, 2010 5:04 PM

Answers

  • If the sales people use the outlook connector for MS CRM then it would be good if you create a ondemand workflow to create task for the selected accounts records in MS CRM.

    Hope this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Thursday, August 12, 2010 5:12 PM

All replies

  • If the sales people use the outlook connector for MS CRM then it would be good if you create a ondemand workflow to create task for the selected accounts records in MS CRM.

    Hope this helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Thursday, August 12, 2010 5:12 PM
  • Thanks...I will let them know
    Thursday, August 12, 2010 5:23 PM
  • Also create Advanced Find views according to your requirement on Account and apply these ondemand workflows on them.
    Thursday, August 12, 2010 5:31 PM