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James Byrne asked a question on 23 Aug 2014 3:04 PM

Is there a way to generate a set of tasks automatically when a new account is added into the CRM? 

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Suggested Answer
Scott Durow responded on 23 Aug 2014 3:23 PM

Hi James,

Yes! You can do this using an automatic workflow that is run when an account is created. The workflow then creates the tasks you need.

See the following for a good tutorial on doing something similar - www.powerobjects.com/.../how-to-create-automatic-follow-up-activities-in-crm-2011

Hope this helps,

Scott

Scott Durow

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Ville Andreas Rantala responded on 23 Aug 2014 6:52 PM

Yes, as Scott reply before, The best way and think the only way its via workflow  or dialog, but the most easiest is with WF.

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Suggested Answer
Scott Durow responded on 23 Aug 2014 3:23 PM

Hi James,

Yes! You can do this using an automatic workflow that is run when an account is created. The workflow then creates the tasks you need.

See the following for a good tutorial on doing something similar - www.powerobjects.com/.../how-to-create-automatic-follow-up-activities-in-crm-2011

Hope this helps,

Scott

Scott Durow

Read my Blog   |  Follow Me on Twitter  |  Rockstar365

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