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For the latest updates to this post please visit the original posting here: How to Create Automatic Follow-up Activities in CRM 2011
Have you ever had an appointment or a phone call with a client and needed to schedule a follow up activity? With some very simple customizations and a workflow you can help eliminate the additional clicks needed to create another activity. Check this blog on how to use similar functionality to create a spouse contact record.
In this example, we are going to focus on the phone call entity. These steps/customizations can be applied to all activities in MSCRM 2011.
First we are going to customize the phone call entity and add some custom fields.
Now there are different ways you can trigger this workflow. You can have it trigger once the activity is completed, once the follow up due date is entered or you could add a checkbox field to create the follow up activity as well. In this example, we are going to trigger the workflow to start when the activity is completed. For this we are going to change the start on when the “record status changes”.
Now to see this in action……
I have my phone call record open and I have added my follow up information. I am now going to mark my phone call complete.
This will now trigger the workflow and create the new phone call.
Now you can you let your sales people sell and not worry about creating future activities! For further reading, check out our other blogs that may help you automate your business process with our post on workflows and dialogs in CRM 2011.
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