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Service Activity to Order to Dynamics GP RRS feed

  • Question

  • Hi,

    Can someone tell me if it is possible to create a service activity, work on it and when it is closed have it automatically create an order (or invoice) in CRM 4.0?   I have a client who would like to use the service activity component for a part of their business.  The process would be to create the service activity, use it to create a printed work order to give to the field folk.  The field folk would then make notations on it and hand it back in and then the internal users would close the service activity (adding additional information) and when closed it would create an order in CRM which would be picked up by the CRM/Dynamics GP integration for invoicing out of their accounting package.

    Can it be done out of the box?   I am not seeing a way how?

    If not, do you think the workflow engine could be configured to handle it?

    I assume we could go in and do V/S work and do it that way if needed.   

    Thanks.

    Alan


    My Ramblings @ http://alanwhitehouse.wordpress.com
    Friday, December 11, 2009 9:06 PM

Answers

  • Thanks Donna,

    I was thinking workflow, just wanted to doublecheck that there was no "out of the box" setting that would allow service activites to automatically become orders.

    Alan
    My Ramblings @ http://alanwhitehouse.wordpress.com
    Friday, December 11, 2009 10:00 PM

All replies

  • Hi Alan,

    Have you looked at creating a workflow that watches for the statuscode field to change on a Service Activity and if the status is closed or completed then use a Create Record step to create an Order or Invoice.  I assume you already have the Integration setup between CRM and Great Plains but if not, you can take a look at Scribe for that. 
    Best Regards, Donna
    Friday, December 11, 2009 9:39 PM
  • Thanks Donna,

    I was thinking workflow, just wanted to doublecheck that there was no "out of the box" setting that would allow service activites to automatically become orders.

    Alan
    My Ramblings @ http://alanwhitehouse.wordpress.com
    Friday, December 11, 2009 10:00 PM