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Tracking in CRM

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How do we do tracking of records in CRM. I need to create a solution to manage grants like for its date of assignment and amount. the system should inform the user when the allocated budget is about to reach or if the funds have reached its limit.

Monday, August 22, 2011 8:30 PM

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Hi there, sounds like you could either re-use an entity like campaign for grants, or create a custom entity for grants. Then, you could create workflows that inform users via emails based on budget numbesr. Good luck!
Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:39 AM
Monday, August 22, 2011 9:14 PM
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Hi,

Microsoft Dynmaics CRM 2011 donation management (http://dynamics.pinpoint.microsoft.com/en-US/applications/donation-management-for-microsoft-dynamics-crm-2011-12884910339) solution is available free and also Microsoft Dynamics CRM 4.0 Grant Management Solution is available free. If your CRM version is 4.0 so you may try using Dynamics CRM 4.0 Grant Management Solution (http://www.microsoft.com/industry/government/solutions/grants_manager/default.aspx)

After adding the required entities you can create workflows to send reminders via email on reaching limit (http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_simpleworkflow.aspx)

Jehanzeb Javeed

http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:38 AM
Monday, August 22, 2011 10:18 PM
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You can create a separate custom entities for grants and for funds (total funds and amount available etc). Create a plugin on post create and post update of the grant entity to update the funds available field on fund entity. You can also write a logic in your plugin to send an email to user if the available funds are under certain amount.

Also create a plugin on pre create and preupdate of grant to check if the available funds re greater than grant amount before saving the record.

I hope this helps.
Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
- Proposed as answer by Amreek Singh Tuesday, August 23, 2011 1:22 AM
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:38 AM
Tuesday, August 23, 2011 1:22 AM

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Hi there, sounds like you could either re-use an entity like campaign for grants, or create a custom entity for grants. Then, you could create workflows that inform users via emails based on budget numbesr. Good luck!
Phil Edry – Altriva Solutions – http://www.altriva.com/AltrivaBlog.aspx
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:39 AM
Monday, August 22, 2011 9:14 PM
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Hi,

Microsoft Dynmaics CRM 2011 donation management (http://dynamics.pinpoint.microsoft.com/en-US/applications/donation-management-for-microsoft-dynamics-crm-2011-12884910339) solution is available free and also Microsoft Dynamics CRM 4.0 Grant Management Solution is available free. If your CRM version is 4.0 so you may try using Dynamics CRM 4.0 Grant Management Solution (http://www.microsoft.com/industry/government/solutions/grants_manager/default.aspx)

After adding the required entities you can create workflows to send reminders via email on reaching limit (http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_simpleworkflow.aspx)

Jehanzeb Javeed

http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:38 AM
Monday, August 22, 2011 10:18 PM
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You can create a separate custom entities for grants and for funds (total funds and amount available etc). Create a plugin on post create and post update of the grant entity to update the funds available field on fund entity. You can also write a logic in your plugin to send an email to user if the available funds are under certain amount.

Also create a plugin on pre create and preupdate of grant to check if the available funds re greater than grant amount before saving the record.

I hope this helps.
Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/
- Proposed as answer by Amreek Singh Tuesday, August 23, 2011 1:22 AM
- Marked as answer by RhettClintonMVP, Moderator Friday, August 26, 2011 8:38 AM
Tuesday, August 23, 2011 1:22 AM
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Thank you everyone for giving in your valuable suggestions. I will give a try to these solutions and may get back to you for further queries.

Tuesday, August 23, 2011 3:54 PM

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Tracking in CRM

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