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Related Posts
Forum Post:
Notify owner when another user updates their case
Damon Hudson
I have created a workflow that sends an email to the owner of a case when another user updates their case. The email contains the name of the user who modified the case. The workflow is straight forward; it simply looks for a change to the ModifiedBy attribute. If the “Case:Owner does not equal Case...
on
16 Mar 2009
Forum Post:
Problem identifying lead/contact/account from Workflow level
Bogdan Enache
Hello all, I have a system that generates Campaign responses automatically and associate them to existing leads or contacts in the database (the matching is done an email address). I have to design a workflow that will trigger an email when a new response is created, however there's a catch: if the...
on
4 Nov 2009
Forum Post:
Extend the Opportunity / Quote / Order process
Aaron M
CRM 2011 has functionality unique to the Opportunity, Quote, and Order entities. I would like to extend these entities without re-creating their unique relationships. My challenge is that I have multiple business units who need different customizations to these entities. For example, a service department...
on
8 Oct 2012