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Hello MS GP forum;
I have been handed the duties of managing CRM 4.0 for the sales teams. Using the Help resources I have managed to do most basic duties, (customize forms, create basic reports, etc).
I have 2 tasks that I am struggling with
task 1.to create a report showing active accounts with no sale (closed/won) opportunity) within a one-year period by account rep(owner). I want to move these accounts from the current account rep back to the house account and send the current account rep an email message once the re-assignment has been completed.
Ultimately, after the initial run I would like this report and re-assigement to run every 6-months for active accounts with no sale (closed/won opportunity).
This sound like a workflow, and I am asking for assistance.
task 2. due to mis-management of account creation rights, I am looking to remove account creation rights from the account reps and instead use contacts to create new opportunities. The problem I find so far with this decision is that I have to use Contact to capture contact info and Leads to caputre the business info to have the accounts reps record activites as they nuture the lead to an opportunity. This creates two-steps when if using 'create account' everything can be done in one window. Is there a way that when creating a new opportunity, and selecting the Potential customer pick list and from the 'Look For" drop down that I can add Leads to this list? so that the account rep can then locate the newly created lead.
I am looking for assistance and guidance.
Thanks,
Ronald
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Mike S.
Thank you for your reply. My apologies, I will post in the CRM forum, I thought I was posting in the CRM forum. At my CRM experience level, I was hoping against hope that I could customize the base set of CRM reporting capability to get this done, but will need assistance to complete this assignment.
Thanks,
Ronald
While you are likely best served posting in the CRM forum, I do have experience with CRM. You will probably need to create a custom SQL Reporting Services report to pull the data needed. Your query would essentially need to pull all CRM Accounts by GUID where the Account GUID does not exist in your CRM Opportunities Account GUID, taking your other criteria into account along with some kind of date filter/parameter. Unfortunately, I don’t think CRM’s Advanced Find or generic report builder contain this type of logic criteria. This means that once the report is complete, updating the records (to kick off the workflow) may be a manual process. The workflow should be easy and can be triggered off a change to the owner field. Test the workflow to verify emailing to the “old” or “new” owner.
The second part of this is much challenging (at least up to the point of CRM v4). The type of relationship that exists like that between an Opportunity and Account or Lead is a system defined relationship. The standard customization tool does not allow the user to create a relationship like that where the Lead entity can easily be added. If this is a requirement, you may need to engage your CRM partner for customizations if possible.
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