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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Approval Process for T...
Microsoft Dynamics CRM (Archived)

Approval Process for TRIPS

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Posted on by Community Member

Hi all,

it was asked to me improve this process:

When a Salesman (all of them are Dynamics CRM user) has to visit or meet a LEAD, CONTACT or ACCOUNT an OPPORTUNITY, he has to create a REQUEST OF TRASFER (TRIP) that needs to be approved.

After the TRIP has been done, he has to make a REPORT of that transfer that will generate a request of expenses reimbursement to the same APPROVER.

Is anyone that can suggest me how we can improve that kind of workflow?

Thanks in advance

Danilo

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  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Danilo,

    Here are the concepts:

    You can play using the new Entity: new_trip

    Then create a flag of status: Draft, submitted, approved or rejected

    Then you can generate the report using SSRS..

    For the Expenses reimbursement you can create new entity or just use the same entity with different type: TRIP Request and Expenses Reimbursement Request.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Thank you very much for your answer.

    How can I make a relationship between the TRIP and LEAD/CONTACT/ACCOUNT?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Genesx,

    Go to customization.

    Go to Entities -> TRIP

    create relationship to Lead, Contact, and Account

    Can 1 Lead/Account/Contact link to multiple TRIP and vice versa? If yes, then you need the N:N relationship.

    Thanks.

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