Our sales people would like to be emailed a weekly report for any new leads that have come in. Each sales person would be set as the owner of the lead and a flag field would be created indicating whether it is a new lead. I would like to create a workflow that would email each sales person their new leads for that week. I know how to create a recurring workflow in CRM, but cannot come up with a way to email a report to each sales person. I thought pre-filtering in SSRS for each sales person, but I'm not sure how to do that. Does anyone have any suggestions, links, etc on how to accomplish this? Even if this can't be created as a workflow, is there any other way to accomplish this even if there has to be a couple manual steps?
If you are using Dynamics CRM 2011 On Premise then you could look into using "Schedule Report" this will allow you to create a report (and set the parameters for a particular staff member. They will then get an email sent to them.
The following link will provide some more details.
http://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/
My only issue is I don't think you can have one report and change the parameters per user (Meaning you would have to have one scheduled report per sales person which depending on the amount of sales people could be a real pain!)
NOTE: Schedule Report is not available in CRM Online
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I have recently created a list on our team's SharePoint site for tracking the list of action items for the team on a real-time basis and subsequently working to connect it with Excel for report generation. I wanted to add a few more functionalities but, am unable to understand how to go about it. The list of functionalities is as shared below -
Send auto-notification to assigned people in the action item list for all items overdue on a weekly basis.
Send auto-notification to assigned people in the action item list once the deadline for closure (as indicated in the list) is within 15 calendar days on a weekly basis.
Send a auto-summary report to the designated team managers on a weekly basis indicating the list of items overdue and pending for closure in next 7 calendar days.
Any help and guidance on how to add these functionalities to our existing SharePoint list will be highly appreciated.
Thanks in advance.
Note: I am not a SharePoint Developer but, have interest in the topic. I do not have any coding experience. I have been trying to experiment with the tool to reduce some of our mundane activities and hence, wanted to check with the experts if the above functionalities are actually possible.
For these functionalities, I would suggest you build scheduled flow to send notifications evety week.
the background of this question is that our company is now using SharePoint 2007 and we can book a meeting room through the calendar,
we want to send email to remind people who have booked the meeting room 3 days before the starting time of the meeting.
We tried to use workflow to send the reminders automatically but we failed, the workflow setting has paused on "in progress" stage.
We would like to ask is there any alternative way instead of using workflow can fulfill our target?
There are restrictions for us.
1. We try to prevent using 3rd party tools.
2. We want to minimize the changes we made in the server.
You would need to write a TimerJob which could run on a daily basis and look at the meetings in the SharePoint List to send emails if it is needed.
I you already have NINTEX running in your Company this could also be an option. But default SP Workflows couldnt do this job.
What is the best way to capture events within Dynamics CRM?
E.g I know these 100 contact attended a conference / seminar on Product X, and I would like to capture that data within the system for email campaigns / reporting.
I was surprised that I wouldn't find any activity of this type.
I think this is more of a business question.
You should build a Conference (event) entity and relate the attendees (100 contacts) either manually or by some automated process.
This will enable you to use that information in any report.
Try the Customer Portal Accelerator.
It was initially called the Event Management Accelerator but the name has changed since and additional functionality has been added
http://dynamics-crm.pinpoint.microsoft.com/en-US/applications/customer-portal-for-microsoft-dynamics-crm-2011-12884910826
I am a beginer in sharepoint and I want to know whether there is any control to implement calendar scheduler in sharepoint2010 so that i can create an appointment on a particular day or week
Create a calendar list item in SharePoint. Export the list to access and create forms and code related to scheduling appointments according to your scheduling rules (no two appointments at the same time for the same person, or appointments must be no more than 20 minute blocks, no appointments on holidays or weekends, etc). Then again, I do not have SP 2k10 available yet, and have no control over how SP was setup. So, my answer applies specifically to the tools that I have available using SP 2k7.
In CRM 2011, I have a workflow configured to "Send Email" once Invoice status is marked "Paid". However, in the Email Template, it does not appear I have access to fields from the Invoice Details entity. How can I include the line items from the Invoice (via Invoice Details)?
I've also tried with Order record, but I also cannot insert fields from the Sales Order Details entity.
I do not want to create a custom workflow plugin. Do I have any other options? If I must create a custom workflow plugin, is there an example of where to start?
Out of the box email templates aren't designed to handle the relationship between a header record and the line items (Opportunity, Quote, Order, & Invoice).
If you are looking to generate the email from a workflow, custom code if probably your only option. The CRM 2011 SDK would be the best place to start. It contains lots of examples and great documentation.
Also out of the box, CRM 2011 doesn't appear to let you mail merge the Invoice entity, but I believe C360's Documents Pack will let you do this. It would be a manual process and it is a paid product but it allow you to avoid writing code.