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CRM 2011: Selecting Multiple Opportunities and Adding an activity RRS feed

  • Question

  • Our company uses CRM for their claims. They would like to know, if there is a way to select 20 claims and add a note that it will show up in every one of those claims activity section. Right now if we do this, it goes back to the account level. We don't want that to happen. We want to see that activity at the opportunity level for each of the claim.

    They have it setup that the Account is the TIN and the Opportunity is the Claim.

    Thanks

    Thursday, March 5, 2015 8:32 PM

All replies

  • Hello,

    Unfortunately such kind of functionality is not available out-of-box. I believe you will need to develop this functionality.


    Dynamics CRM MVP
    My blog

    Thursday, March 5, 2015 8:51 PM
    Moderator
  • This might not be the ideal solution but it requires minimal build effort and uses out of the box feature. Basically, add a new text box 'Add Note' on the Opportunity form. Create a workflow which creates Note with the content of the 'Add Note', then clears the Add Note field.

    User can select multiple Opportunities records, Bulk Edit and enter the note in the 'Add Note'.

    To prevent user from using the Add Note in normal form, use jscript (maybe Business Rule would work) to hide the field.

    As you do not want to have the note appearing at the Account level, then you would need a custom entity or customise the relationship between Note/Account/Opportunity so the note doesn't roll up to the Account level.

    Thursday, March 5, 2015 10:59 PM