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Microsoft Dynamics CRM (Archived)

Profile Completeness

Posted on by Microsoft Employee

Hi,

This is Naresh .....I have a contact form In that contact form when i enter the "Full name" profile was completed 50% and when i enter a" Email" profile was completed 60% and when i enter "Business phone number" profile was completed 100% 

How to achieve this scenario please some one help me . 

50%                 60%            100%

Regards,

Naresh

*This post is locked for comments

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Profile Completeness

    When you say one box, does this mean one field? You can refer the below links on workflows.

    crmbook.powerobjects.com/.../workflows

    www.powerobjects.com/.../how-to-create-a-microsoft-dynamics-crm-workflow-notification-that-is-based-on-the-number-of-days-that-the-record-has-been-opened

    On a high level, it would be Settings >> Processess> New Processess

    Select 'Workflow' & Entity as 'Contact'

    Within the workflow, check the respective fields as per your logic and then update 'Contact'

    Hope this make sense.

    Thanks,

    Ravi

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Profile Completeness

    Hi Ravi,

    I need to keep one box on the contact form how is possible to real time workflow  please can elaborate.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Profile Completeness

    You can create a real time workflow on contact entity which triggers on update.

    In the workflows, check the values of your said fields i.e. fullname contains data and update the profile completed accordingly.

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