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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Auto Generate Organize...
Microsoft Dynamics CRM (Archived)

Auto Generate Organizer field?

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Posted on by Michael Minnekeer

Hi this is my first post in this community but i have read a few discussions before. When an appointment is created with one of our leads one field of information we have is the organizer. At the moment our Client manager has to go in and double check on each appointment that has been created that our organizer field has been set correctly by the assistant client to either Gold Coast calendar or Sydney calender which are dedicated user accounts to manage the appointments on the calendar.

My question is, is there any way so that when an assistant client creates an appointment that it auto generates the field organizer depending on the condition 'if office=gold coast then organizer=gold coast calendar' and 'if office=sydney then organizer=sydney calendar'. If this is possible to make then i can just lock the field and then the Client manager doesn't have to worry about checking this for  every appointment that is created and save a lot of his time. 

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  • Michael Minnekeer Profile Picture
    Michael Minnekeer on at
    Re: Auto Generate Organizer field?

    Alright I know only 1 person has posted in this thread but if any one else runs into the same issue ill just say that I created a process under the appointment as the main entity and created 2 different stages and made for each to check the condition of the office and then to update the record in the organizer field. I found to make this apply just to change it to organization.

  • Verified answer
    Michael Minnekeer Profile Picture
    Michael Minnekeer on at
    Re: Auto Generate Organizer field?

    never mind I think I have created it but now i cant seem to get it to run or appear in my workflows, any advice?

  • Michael Minnekeer Profile Picture
    Michael Minnekeer on at
    Re: Auto Generate Organizer field?

    I'm a bit confused on these steps, I know it may seam really simple for you but i haven't worked much with workflows. I did have a go at trying to create a workflow in both the opportunity and appointment except i couldn't find the field organizer in either of processes for making the workflow. Could you help with details on the steps a bit more or do you need some screen shots of what i was talking about?

  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at
    Re: Auto Generate Organizer field?

    You could create workflow rule that fires on an onchange event of the office field and then do an if then condition in the workflow rule to set the correct organizer. After you test and confirm correct operation of the workflow you can then make the field organizer field read only.

    Alternatively, you could do this with jscript but the workflow process can be done without any coding.

    Jerry, Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

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