| Microsoft CRM
Houston (800) 892-6143 |
| Implementation & Customization |
Microsoft CRM 3.0 Workflow August
14, 2007 Microsoft CRM Workflow to create a service activity from a case.....this will require some reconfiguration but can be reused to create your own assembly, callable from the workflow manager, to automatically create a new service activity. There is also a callout within the callouts section that keeps the service activity synchronized based on changes to the Case (Incident) and uses the postupdate routine.
A simple workflow example for users that are new to Microsoft CRM 3.0 workflow enging....this rules walks through how to create a workflow rule on the account entity for adding a new task to send the customer welcome kit. |
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