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author's profile photo Former Member
Former Member

Workflow for CRM.

Dear Experts,

I am a beginer to Workflow.

I have a scenario in CRM.

1,The requester logs into portal and creates an activity in CRM PCUI screen.

what i want to do in workflow is

When the requester creates the activity and saves their is a field with a user name.

I want to send a mail to that user name.

and after that the user will acknowledge it, then the requester should get a confirming mail.

After the user completes the task and comes back to the Portal and changes the status to completed.

then the workflow should send a mail to the requester stating that task is completed.

I will be glad if somebody can explain me the steps involved in doing this workflow.

thanks and regards

Neel

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    author's profile photo Former Member
    Former Member
    Posted on Jun 04, 2008 at 06:55 AM

    Hi Neel Kamal,

    1. Check how the data flows from CRM to SAP and SAP to CRM Systems. If the system is stand alone then it is very easy to the workflow development in CRM.

    2. Find the exact business object

    3. Enchanse the business object (if needed)

    4. Do the event Linkage

    5.Design the template in SWDD

    6. Test the same in SWUS

    7. Activate the Workflow.

    Thanks and Regards

    Balaji E.

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