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MS CRM by Utne

A Norwegian blog on everything about MS CRM

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MS CRM by Utne | mscrmbyutne.blogspot.com Reviews
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A Norwegian blog on everything about MS CRM
<META>
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1 i have moved
2 see ya
3 posted by torstein
4 no comments
5 3 comments
6 labels customizations
7 marketing
8 crmworkflowactivity query activity
9 crminput entity name
10 crmdefault account
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i have moved,see ya,posted by torstein,no comments,3 comments,labels customizations,marketing,crmworkflowactivity query activity,crminput entity name,crmdefault account,public string entityname,crminput attribute to retrieve,crmdefault statuscode,queries
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MS CRM by Utne | mscrmbyutne.blogspot.com Reviews

https://mscrmbyutne.blogspot.com

A Norwegian blog on everything about MS CRM

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1

MS CRM by Utne: May 2009

http://mscrmbyutne.blogspot.com/2009_05_01_archive.html

MS CRM by Utne. A Norwegian blog on everything about MS CRM. Sunday, May 31, 2009. Set customer rating by workflow. Have you ever been tasked with implementing a system for rating the customer acccounts in MS CRM? Many clients have different rules for rating their MS CRM accounts. The concept is basically that the account is given a rating in different disciplines, and the total determines the general standing of the account. The code is pretty simple. This example uses hard-coded values of A, B and ...

2

MS CRM by Utne: Set customer rating by workflow

http://mscrmbyutne.blogspot.com/2009/05/set-ratingcustomer-rating-by-workflow.html

MS CRM by Utne. A Norwegian blog on everything about MS CRM. Sunday, May 31, 2009. Set customer rating by workflow. Have you ever been tasked with implementing a system for rating the customer acccounts in MS CRM? Many clients have different rules for rating their MS CRM accounts. The concept is basically that the account is given a rating in different disciplines, and the total determines the general standing of the account. The code is pretty simple. This example uses hard-coded values of A, B and ...

3

MS CRM by Utne: Execute Query - Activity in MS CRM Workflow - yes, it's possible!

http://mscrmbyutne.blogspot.com/2009/06/execute-query-in-workflow-yes-its.html

MS CRM by Utne. A Norwegian blog on everything about MS CRM. Tuesday, June 2, 2009. Execute Query - Activity in MS CRM Workflow - yes, it's possible! Consider the following example: A CRM user creates a new case on a customer account. The client has requested that whenever a case is created, a search for certain information should be conducted. That could be something completely unrelated to the case, say a custom entity that holds information about projects the client has done for this customer. Just wr...

4

MS CRM by Utne: Writing to batch files with workflow

http://mscrmbyutne.blogspot.com/2009/05/writing-to-batch-files-with-workflow.html

MS CRM by Utne. A Norwegian blog on everything about MS CRM. Sunday, May 31, 2009. Writing to batch files with workflow. Print systems usually use some sort of XML file and/or markup to generate the letter and the information, and you need to adjust the workflow to fit the layout of your print file in order to get this to work. But the concept of writing to a batch file is quite straight forward. This example will write the email address for a contact to a xml file for processing by other systems. Throw ...

5

MS CRM by Utne: How to schedule maintenance jobs with MS CRM

http://mscrmbyutne.blogspot.com/2009/06/how-to-schedule-maintenance-jobs-with.html

MS CRM by Utne. A Norwegian blog on everything about MS CRM. Monday, June 1, 2009. How to schedule maintenance jobs with MS CRM. MS CRM does not support such monitoring and scheduling jobs out-of-the-box, but it is however quite easy to do this through customization. Creating the maintenance job entity. First, you need a new entity to hold information on the maintenance jobs. Create an new entity, scope it to organization, and name it "maintenance jobs". Add the following attributes:. The next step is to...

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MS CRM by Utne

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