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help and guidance on process RRS feed

  • Question

  • We are updating our crm on a daily basis. We are importing data to our 'accounts'. What I want to do is set the status of the imported (new) account based in an option value.  ie if the imported account is at cancelled status the set the account state to deactivate. does any one know of a tutorial that will help setting up this workflow ?  


    Dont ask me .. i dont know

    Thursday, July 25, 2013 12:20 PM

Answers

  • Yes Pete

    Gothrough the following link.

    http://social.technet.microsoft.com/wiki/contents/articles/4349.dynamics-crm-2011-workflows.aspx


    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" Thank you, DT

    • Marked as answer by Pete Newman Thursday, July 25, 2013 1:01 PM
    Thursday, July 25, 2013 1:00 PM

All replies

  • Hi Pete,

    You can write a system workflow when a record gets created. It will check if in the optionset has the value "Cancelled" then set state of the account to inactive.


    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" Thank you, DT

    Thursday, July 25, 2013 12:47 PM
  • HI,

    I suspected as much, but don't know how to set about it. Do you know of any tutorials that are similar to this that i can learn from ?


    Dont ask me .. i dont know

    Thursday, July 25, 2013 12:51 PM
  • Yes Pete

    Gothrough the following link.

    http://social.technet.microsoft.com/wiki/contents/articles/4349.dynamics-crm-2011-workflows.aspx


    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful" Thank you, DT

    • Marked as answer by Pete Newman Thursday, July 25, 2013 1:01 PM
    Thursday, July 25, 2013 1:00 PM
  • Brilliant,

    Thank you


    Dont ask me .. i dont know

    Thursday, July 25, 2013 1:01 PM