Hey hopefully someone here can help.
I want to be able to create a workflow in Dynamics 2011 that operates something like this :
If a contact gets added to a static marketing list, then update a field on that contact.
I can't find how to do this and am guessing it might need some custom coding rather than using the workflow builder within dynamics.
Any help would be great and please ask if you need any more information.
Thanks
Related
I have noticed in Microsoft CRM Dynamics that the search does not work properly. For instance, if I am in the Active Contact view and I look for any contacts by the first name sometimes it shows up. On the other hand sometimes it cannot find the contact however if I do look them up using their last name it finds them. I know for sure that the contacts are active because I can see them.
Can someone explain to me what is happening and why?
Thank you :)
This happens because everytime you enter in search box Quick Find View is used instead of your current. Check this article - http://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/
We had the same problem after launching Dynamics CRM 2015. Our consultant wrote a script to re-organize the search-indices in the CRM database. The DB-server runs the script in a weekly job and our seach works as expected.
Sorry, that my answer is not quite specific, but it should give you an idea. Try this link for a start: https://technet.microsoft.com/en-us/library/dn919650.aspx
I am looking for a solution to a very standard concept. In most social communities, there is a way for a user to be alerted if someone responds to something they posted. However, I am not seeing a way to accomplish this in the SharePoint 2013 Community Site. Need some assistance. Is there a way to accomplish this?
-Nick
You can only alert on an item if it changes. There is no OOB way to alert on a response to an item.
You can set up alerts on the list for new items but not for specific items (other than changes to that item).
I need to do some custom reports, and I'm kind of lost.
I want to do a custom report with the following conditions: number of emails and phone calls per day/week/months and per country
How can I do that ? do I need to use or create views to successfully make this kind of report ? I'm a new user of Dynamics CRM 2013. I spent a lot of time on it and I havn't found the solution yet.
Creating new views won't really help. I'd tackle this with an SSRS Report.
http://msdn.microsoft.com/en-us/library/gg328097.aspx
There are a lot of blogs and videos out there that step through creating an SSRS report. Here's a video that may be helpful:
https://www.youtube.com/watch?v=wTpoW_cz0Xk
I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");
Can anyone tell me if it is possible to update a sharepoint document field from a CRM2011 workflow?
Thanks, Nuno
Yes. In order to do, within the context of the CRM2011 Workflow, you would need have a reference to the SharePoint url, and the item that you want to update. you would also need to have access to the SharePoint environment.
this would have to be done in a Custom workflow assembly or an asynchronous plugin.
If you add more detail to your question, I may be able to give you a more detailed answer.