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  • Forum Post: Share Task OnCreate Workflow

    IT Support
    I can't seem to figure this out - can you Share a Task to a Team through a Workflow? I know you can Assign the Task to a Queue - but that's not what we want. Basically, when a Task is created, we need to be able to have a Team of Users to have access to it. From what I understand, that is...
    on 6 Oct 2008

  • Forum Post: Creating a lookup field to link a user account in a form (CRM 3.0)

    Ron M
    I am having difficulty determining how to create a "lookup" form field in a custom entity in CRM 3.0. Ultimately, I wish to be able to send emails and tasks via a workflow rule to a person that is not 'owner' or 'owner manager', but instead to the user that is identified in...
    on 29 Oct 2008

  • Forum Post: Synchronise Task Outlook with CRM task

    Ted
    I make a task in CRM 3.0 and click regarding to choose (synchronise) with a account. Unfortunately CRM has a max of 5000. Sometimes are there a CRM logo in Outlook and sometimes not, strange? Because there is a max of 5000 in CRM we make a task in Outlook but when there is a synchronise SOMETIMES also...
    on 29 Jan 2009

  • Forum Post: Adding one activity entry to multiple records

    Kate Web
    Hi, I am trying to run the "Create Quick Campaign Wizard" for a list of accounts pulled up through an advanced find. When I create the campaign activity and try to post it to all account records, I get the following error message: "CRM installation is in an inconsistent state to...
    on 23 Apr 2009

  • Forum Post: How can i set the duration field to Required based on a picklist change event

    xtzee
    Hi, Im trying to make the duration field on a task form required based on the onchange event of a picklist field... I have been trying to do that and my code doesn't work... gives me an error!! If anyone Can help me, that would be greatly appreciated! Thank you in advance!! :-) I have...
    on 29 Sep 2009

  • Forum Post: Creating a task when a case is entered without using the form helper.

    Sean A
    Ok, so i've been making some pretty decent strides with CRM and configuring attributes and getting things the way I like them and then was asked to start creating workflows and getting some automation done. So - here's the challenge for me. If I go into Service > Cases > New -- and create...
    on 16 Oct 2009

  • Forum Post: Mapping opportunity -> tasks

    Jakob Kristiansen
    I want to have dates from the opportunity copied to the child task created from the opportunity. I cannot create a attribute mapping between the two entities? I have created attributed on the task entity, completely similar to the attribute on the opportunity, and I have tried to make relationsship...
    on 2 Nov 2009

  • Forum Post: Problem with creating a workflow based on activities... Arggh!

    Alastor Taylor
    Hello everyone. I am trying to update a date field named 'last activity date' on the Account entity whenever a new Task, Appointment, Phone Call or Email activity is logged for the Account. I have a child workflow on the Account entity which updates the 'last activity date' to be...
    on 20 Jan 2010

  • Forum Post: CRM Outlook Client not syncing reminders on Tasks

    cjwagner
    I have client who has a task attached to a case and has it set to remind them when the task is due. Outlook prompts her that the task is due. She does not dismiss the reminder. She then marks the task as completed. She then goes back to Outlook and runs a sync and the Task removes itself because it is...
    on 5 Feb 2010

  • Forum Post: New Incoming Queue Workflow

    Mike DeBaise
    Hello all. I am trying to write a workflow and falling short of making this simple task work. Basically, I have an online webform that when submitted send the data to a specified email address. In this case I have created an incoming "Lead" queue. This works fine, I get the email into the Queue...
    on 24 May 2010

  • Forum Post: custom views linking to regarding object? (CRM4.0)

    kMod
    Hi, Am new to CRM so go easy. is it possible to link a custom view to the regarding object (e.g. Task to Case)? I've got n tasks associated with a 'Case' - within the task i have a field set dependant on certain criteria. Now all i'm trying to do is view all tasks within a case...
    on 12 Dec 2011

  • Forum Post: Activity usage

    Trellist1
    I've been trying to configure activities to work the way my company would use them. We typically use the terms Accountable and Responsible for jobs that need to get done. I'm trying to configure everything so on each activity, "Owner" is the Accountable party and "Sender/Caller...
    on 25 Apr 2012

  • Forum Post: Error when closing a Task record

    Kris Canico
    Hi, We encountered the issue below everytime we try to close a task record. -------------------------------------------------------------------------------------------------------------------------- Error: Queue was not found for task with ID f7dfe006-2326-e111-8e0f-005056a50305. Error Message...
    on 14 Dec 2011

  • Forum Post: Series of tasks with a workflow

    Gio
    Hi all, I'm new to the Microsoft CRM's world. I'm trying to create a workflow that, when a new campaign is created, create ten differents tasks. Then it has to send an email to the owner of the first task and wait until the task is completed. Then it has to send an email to the owner...
    on 7 Feb 2013

  • Forum Post: Task Print Preview - Truncates output

    Chris Bassett
    Anyone else having the issue from the CRM 2011 where you: 1. Create a new Task; 2. Add a New Note and paste in alarge amount of text into the Note field: 3. Save the Task, and then select File, Print Preview; 4. Result: the Print Preview results are correct and have all of the text for the...
    on 20 Sep 2012

  • Forum Post: Link opportunity to appointment and display list

    McServer
    I have accomplished half of what I need (sort of) by specifying in the appointment regarding field the name of the opportunity. However what I need to accomplish in this case is to be able to display a list of all opportunities (this part I'm ok with :)) but in that list I need to see the name of...
    on 28 Feb 2013

  • Forum Post: Creating multiple connections to a single record

    DLichten
    Hi. I'd like to run an on-demand workflow on multiple records simultaneously which will first create a single task and then connect those selected records to the newly created task. Is this possible?
    on 9 May 2013