Microsoft
Software
Hardware
Network
Question : Dynamics CRM - Share activity based on team
Hi - We have different teams to target different market segments, and have accordingly created teams in Dynamics CRM. We created a plug-in to automatically share Accounts with the Owner's team. Thus managers can see Accounts/Contacts and Opportunities/Quotes created by their subordinates.
Problem arises with Activities. Since there is no way to share an activity, I request ideas/inputs to achieve the following...
"A manager should be able to see all Activities (at least Service Activity) created by a subordinate."
One idea I had was to immediately change the owner of a service activity to the manager. Thus the subordinate can read it, since their name will be there in the resource list, but may not be able to edit. Thus I need a better solution.
Answer : Dynamics CRM - Share activity based on team
OK, we got a solution to this. We simply added a new field where we allow the user to select one Account only. Using this Account field, the activity is shared among all team members.
Random Solutions
SQL Query to return Count in Table 2 while also returning the row in Table 1.
Small parameter windows appears?
Entity Framework and Business Logic
MS Access Query to .CSV File Export
Outlook 2003 w/ SBS 2003 using OST file Error: Another applicatioin closed unexpectedly while using your persoanl Folders file <path\outlook.ost>
4 powerhouse servers and sharepoint
Sql Server Field Types equivalent to Access Field Types
get yesterdays date
Windows 2008 R2
Simple query not working. What am i missing?