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Join Team by Workflow RRS feed

  • Question

  • Hi,

    is there any possibility to join a user to a team by a workflow? Or do I have to use a plugin?

    Kind regards, Eckart

    Tuesday, May 31, 2011 3:39 PM

Answers

  • Hi Eckart,

    You cannot use the standard workflow designer to do this. If you are using crm online, then the plug-in approach is currently your only option.

    If you are using on-premise or partner hosted, a custom workflow activity would be the nicest approach as you could embed the 'join user to team' within your workflow logic.

    Hope that helps,

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Tuesday, May 31, 2011 8:26 PM

All replies

  • Hi Eckart,

    You cannot use the standard workflow designer to do this. If you are using crm online, then the plug-in approach is currently your only option.

    If you are using on-premise or partner hosted, a custom workflow activity would be the nicest approach as you could embed the 'join user to team' within your workflow logic.

    Hope that helps,

    Rob


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Tuesday, May 31, 2011 8:26 PM
  • Hi Rob,

    thx for the info.

    Best Regards, Eckart

    Wednesday, June 1, 2011 8:09 AM