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Auto create new record in CRM 3.0 RRS feed

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    Hi

    We have received a request to create a central database of Leads where all sales people can see the name and owner of all Leads. In the actual Leads entity they will only be able to see and edit the Leads that are owned by themselves. We have decided to create a custom entity named Leads database and use security roles to manage access to this entity.

    We now need to auto copy Leads details and auto create a new Leads database record. I am aware of the fact that in CRM 4.0 we can use workflow to achieve this however we are using CRM 3.0.

    We need a solution which may able to create a new record when an alternative record is created in CRM 3.0. Is it possible to use Jscript? I am not skilled in writing callouts although I think this may solve the issue.

    Appreciate your assistance

    Thanks very much
    Mark
    Monday, May 25, 2009 7:36 AM

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    Hi.

    Use workflows. They already exist in Microsoft CRM 3.0. But you can create and customize them only with special tool on Server.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, May 25, 2009 7:46 AM
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    Hi

    Thanks for getting back to me. In the Workflow Manager, using the 'Insert Action' button, there is not option to 'Create Entity'. The options that are available are 'Create Activity', 'Update Entity', 'Send Email' and 'Create Note' etc.

    Am I missing something?

    Thanks
    Mark

    Monday, May 25, 2009 8:13 AM
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    Hi

    Thanks for getting back to me. In the Workflow Manager, using the 'Insert Action' button, there is not option to 'Create Entity'. The options that are available are 'Create Activity', 'Update Entity', 'Send Email' and 'Create Note' etc.

    Am I missing something?

    Thanks
    Mark


    Hi, Mark.
    I'm sorry. My last practice with 3.0 was in 2006...
    So way i see is to write a callout...
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, May 25, 2009 8:15 AM
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    Thanks again

    I am not familiar with the process of writing calllouts. I would really appreciate it if you could explain how I would be able to achieve this? I was hoping that there would be an easier process like Jscript.

    Thanks
    Mark
    Monday, May 25, 2009 8:37 AM
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    Hi, Mark.

    You can do this with JavaScript. But IMHO in this case you have to use callouts. Read here and here about callouts.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Monday, May 25, 2009 8:47 AM
    Moderator