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0 VotesCRM 4 Advice / Help on Reporting / Workflow (Leads and Activities)
use the OOB report Neglected Leads.Answered | 4 Replies | 6535 Views | Created by Sid351 - Monday, July 12, 2010 1:46 PM | Last reply by Ahmed ElNoby - Monday, July 26, 2010 1:07 PM
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0 Votes
CRM workflow to notify Users of new leads
In addition to workflows mentioned above, you could use the activity feeds also.Answered | 3 Replies | 3835 Views | Created by saththiyan - Friday, May 31, 2013 4:30 AM | Last reply by Payman Biukaghazadeh - Friday, May 31, 2013 7:32 AM -
1 Votes
Workflow not populating Lead information (CRM 4.0)
I have the latest update rollup on CRM but in IE8 it still strips out the variable when creating a workflow.Answered | 15 Replies | 12325 Views | Created by Wayne Walton - Saturday, September 27, 2008 4:03 PM | Last reply by cparker4486 - Thursday, October 14, 2010 8:59 PM -
0 Votes
CRM 4: Need help for a waiting workflow solution
I don't think you'll be able to achieve this requirement with a workflow rule.Answered | 1 Replies | 6018 Views | Created by Casper Schau - Tuesday, February 15, 2011 9:02 AM | Last reply by Neil Benson - Tuesday, February 15, 2011 10:06 AM -
3 Votes
CRM 2011 - Neglected Leads Alert
The service identifies the neglected record based on date comparison and then fire a CRM workflow.Answered | 9 Replies | 5357 Views | Created by Danial.Akhtar - Thursday, October 27, 2011 8:18 AM | Last reply by Sam - Inogic - Friday, November 4, 2011 9:06 AM -
1 Votes
Lead View for "No Activity Scheduled"
Create a left outer join on the leads and activities, then, based on that query create your desired report in VS.Answered | 3 Replies | 1523 Views | Created by JL Rieu - Wednesday, May 29, 2013 11:06 PM | Last reply by Payman Biukaghazadeh - Tuesday, June 4, 2013 4:47 AM -
0 Votes
Lead activities becoming Contact activities
Codeless workflow won't work because you won't be able to set an action on the child activities through the workflow.Answered | 3 Replies | 5835 Views | Created by mardukes - Thursday, May 21, 2009 5:13 PM | Last reply by Leon Tribe - Saturday, May 23, 2009 10:56 AM -
0 Votes
CRM 4 lead and contact question
Hi Greg, Yes, you are including 'Qualified' leads in the 3rd filter down.Answered | 3 Replies | 2674 Views | Created by GregDron - Tuesday, May 8, 2012 7:09 PM | Last reply by Rob Boyers - Tuesday, May 8, 2012 8:12 PM -
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Duplicate Lead data in CRM?
I have added a screen shot below:- http://i52.tinypic.com/nlom1f.png Workflow Name - Duplicate Entity - ...Answered | 4 Replies | 6040 Views | Created by HAI1985 - Tuesday, January 11, 2011 3:44 PM | Last reply by HAI1985 - Wednesday, January 12, 2011 12:00 PM -
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Lead Time Workflow
The second, assuming you only want to use workflow, would be to create a new date field and integer field and then set up a workflow which calls itself.Answered | 2 Replies | 6259 Views | Created by Old School - Tuesday, July 7, 2009 8:54 PM | Last reply by Leon Tribe - Tuesday, July 7, 2009 9:59 PM -
5 Votes
How to create a report in crm 4?
Hi, You can refer to the following links for step by step custom report development guide using ...Answered | 11 Replies | 7517 Views | Created by SenthilKumar1986 - Saturday, June 11, 2011 1:38 PM | Last reply by SenthilKumar1986 - Friday, June 17, 2011 12:59 AM -
3 Votes
CRM Custom Workflow Activities in Dynamics CRM
Thanks for your help Mathan.Answered | 4 Replies | 5387 Views | Created by help23 - Wednesday, July 7, 2010 9:11 AM | Last reply by help23 - Wednesday, July 7, 2010 1:29 PM -
1 Votes
Create an email activity with a custom workflow
so Now I need to attach the email activity created to the lead that has triggered the workflow in order to keep track of the email sent and receivd.Answered | 8 Replies | 6185 Views | Created by NicolaSpin - Wednesday, September 23, 2009 2:21 PM | Last reply by NicolaSpin - Wednesday, September 23, 2009 3:49 PM -
5 Votes
Internet Lead Captures and Workflows
Done, I hope this helps.Answered | 15 Replies | 9353 Views | Created by ShawnHarrison - Tuesday, December 15, 2009 9:02 PM | Last reply by JonathanHayes - Wednesday, August 17, 2011 4:29 AM -
0 Votes
Emailing Leads thrugh a Workflow
Just create a sales user in active directory with an email address.Answered | 6 Replies | 7069 Views | Created by Dave Challen - Thursday, May 7, 2009 8:39 PM | Last reply by Dave Challen - Friday, May 8, 2009 8:39 AM -
0 Votes
MS CRM 2011 - Process / Workflow to convert Leads to Contacts based on criteria
It is not possible to do so with the available steps out-of-the-box from the workflow designer.Answered | 2 Replies | 6233 Views | Created by Abhi D - Friday, June 10, 2011 7:42 AM | Last reply by Abhi D - Sunday, June 19, 2011 6:45 PM -
0 Votes
Checking for a duplicate workflow (CRM Dynamics 4)
This is my custom workflow activity to cancel the redundant workflows.Answered | 3 Replies | 3242 Views | Created by gambitms - Friday, June 14, 2013 10:36 AM | Last reply by 78 north - Monday, June 17, 2013 7:02 AM -
3 Votes
Help removing leads that do not have an associated activity!
I now want to call each of these leads witghout an activity assigned.Answered | 5 Replies | 6541 Views | Created by unknownmortimer - Friday, February 19, 2010 4:29 PM | Last reply by unknownmortimer - Monday, February 22, 2010 10:46 AM -
0 Votes
Autopopulate data to a lead form through workflow
Next, I created a workflow when the queue receives the email (which the message is turn tino a email activity in crm) a lead is created in CRM.Answered | 4 Replies | 3026 Views | Created by JoseFleitas - Friday, January 13, 2012 3:42 PM | Last reply by JoseFleitas - Friday, January 13, 2012 5:29 PM -
2 Votes
Convert a contact to a lead in Dynamics CRM
Advanced>Export>Export to a File (.csv)>[select your folder] 4) Import to CRM from template or directly mapped from the exported .csv file.Answered | 8 Replies | 17553 Views | Created by brentski67 - Tuesday, February 22, 2011 9:39 PM | Last reply by Chris SCI - Thursday, May 7, 2015 10:14 PM - Items 1 to 20 of 279036 Next ›
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