Big Deal Alerts

re: Big Deal Alerts

Sandra Wagner — Fri, 28 Jul 2006 16:31:35 GMT

My department has requested that they receive an email alert when another individual (say, the CEO) creates any activity on their 'owned' accounts or leads. Is there any way to set an alert on Activities?? spw

Workflow Magic is Just Starting

A CRM Riff — Thu, 17 Aug 2006 17:59:46 GMT

As you may already know, additional documentation on the workflow feature is available from the Workflow...

re: Big Deal Alerts

Simone — Mon, 11 Sep 2006 07:07:17 GMT

Is there a way to consolidate these kind of alert emails. IE: if my boss wants to be notified if a case stays open for x amount of time, and he gets a billion emails a day - can i consolidate them so he gets one email each morning with all this info??

thanks :)
solutions@easymail.com
attn: simone

re: Big Deal Alerts

Earth — Tue, 12 Sep 2006 12:52:33 GMT

Hi,

Thank you for your useful assembly. However, after I tried to invoke this assembly from my own server, I got the error message and the workflow is paused at the step calling the assembly.

I also tried to use the test sample workflow bundled in the zip file but the error still occur.

Could you please give me any recommendation? Thank you in advance.

Earth

re: Big Deal Alerts

Santi — Wed, 13 Sep 2006 10:06:40 GMT

Hi All,

Thank you for your useful assembly above. However, after I followed your instructions and try to invoke the assembly from both my own workflow and your sample workflow, I got an error message and the process is paused at the step of calling the assembly.

Could you please suggest me for the solution of any guide to find more detail about the error? Thank you in advance.

Regards,
Santi

re: Big Deal Alerts

Thanwa — Thu, 14 Sep 2006 08:48:44 GMT

Hi all,

Now I can successfully use this assembly, the problem comes from CRM Web service in my server.

However, I'm still looking for any idea to use workflow to adjust date time. I would like to have a datetime variable which contain a specific time of the execution date. For example, when the workflow is triggerred, I want to set a variable to contain today's 10.00am. I found that the out-of-the-box assembly does not contain this kind of function. Could you please give me some ideas?

Regards,
Santi

re: Big Deal Alerts

Praveen — Thu, 05 Oct 2006 00:53:13 GMT

For those who are getting error while running the workflow might wanna make sure that the following flag is set to true in first line of workflow.config.xml file:

Creating and Managing Workflow Processes and Rules

A CRM Riff — Mon, 18 Dec 2006 20:06:53 GMT

As you may already know, additional documentation on the workflow feature is available from the Workflow