CRM User Notification Emails for new & infrequent users of Dynamics CRM

To get around this problem, we created some workflows and a couple of simple modifications designed to support e-mail notifications to users about new CRM assignments that they need to look at. We also made it possible for the users to adjust what kind of notifications they were getting so that users who are in CRM everyday don’t get overwhelmed with e-mail notifications.

The first change that we made was to add a notification pick list attribute to the CRM user entity, shown here:
 WindowsLiveWriterCRMUserNotificationEmailsforinfrequentus_8C17image_2

Next,we created some workflows that would send e-mails to users who are configured to have e-mail notification. To reduce the number of unnecessary notifications, the first step of the workflow to see if the owner of the task is supposed to get notifications and that the owner of the task is different from the creator so that you don’t get an e-mail to tell you that you created a task for yourself.

WindowsLiveWriterCRMUserNotificationEmailsforinfrequentus_8C17image_4

We create similar workflows for cases & opportunities etc.  We also used the new business productivity acceleratorto generate a link back to the actual entity to make it easy for the end users to get to their new task.In situations where you might have an Internet facing deployment and are not sure whether users will be accessing from inside or outside the network,you build two links:one for internal access and one for extra access, as demonstrated in this e-mail:

 WindowsLiveWriterCRMUserNotificationEmailsforinfrequentus_8C17image_6

I hope this gives you some ideas of things you can do with CRM & workflows.

Steve Noe

Advertisements

About stephenvnoe

CRM & XRM solution architect and project lead. I provide CRM design, services, mentoring & support to all manner of front office solutions and CRM projects.
This entry was posted in CRM, CRM 4.0, Customization, Intermediate and tagged . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s