Skip to Content
author's profile photo Former Member
0
Former Member

Workflow for CRM.

Posted on Jun 03, 2008 at 06:04 PM 12 Views

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

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Jun 04, 2008 at 06:55 AM
    4

    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.

    Add a comment
    10|10000 characters needed characters exceeded

    Comment on This Answer

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.