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Our firm uses CRM Cases to manage ad hoc client service work, key constituent requests, and internal projects. Up until now, we have allowed CRM Users to create the Case Title at the time of case creation. Unfortunately, we have learned this practice does not facilitate the use of common standards, which has made managing cases very unwieldy. Example: two CRM Users each create a separate case for the same ad hoc client service work, but our firm lacks an easy way to identify the problem because the Case Titles do not conform to common standards or naming conventions. Our objective is to standardize this process by adopting a Workflow to Update the Case Title, based on fields within the Case Form. We do not wish to use Custom Workflows for this purpose. Our team has come up with the following suggested naming convention for Case Titles: [Case Customer], [Case Type], [Case Subject]. While this naming convention is easy to adopt with out of the box Workflows, it creates a potential Case Title length problem. Example:
In this example, the Case Title would read: ABC Company, Inc. dba Anytown USA Bank and Trust, Client Project, Profit and Loss Statement Analysis. This Case Title is far too lengthy. Questions:
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