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Add new appointment for a specific team RRS feed

  • Question

  • Hi,

    I just installed Dynamics CRM 4 on my small company, and created a few internal teams and add users into them.
    Now I want to add some appointments into CRM, but only for a specific team.
    How is that possible?  If I make a new appointment, I can only select users for that appointment but not a team.

    Thanks.

    Friday, July 24, 2009 12:02 PM

Answers

  • David - That's correct - Only system users can own objects or be assigned to appoinments / emails etc. (The CRM Team functionality is really more for 'sharing' permissions on objects) Some users have created Queues for this purpose - and place the activity in the queue (still owned/assigned to a user) and had members of the team pick up items out of the queue.- -
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, July 24, 2009 12:33 PM
    Moderator

All replies

  • David - That's correct - Only system users can own objects or be assigned to appoinments / emails etc. (The CRM Team functionality is really more for 'sharing' permissions on objects) Some users have created Queues for this purpose - and place the activity in the queue (still owned/assigned to a user) and had members of the team pick up items out of the queue.- -
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Friday, July 24, 2009 12:33 PM
    Moderator
  • All records are owned by a user. While records can be shared amongst a team, ownership is for an individual. In the case of an activity only one person is responsible for it. What is the business context for assigning an activity to a number of people?

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Friday, July 24, 2009 12:35 PM