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
Printing to LPT2
I need help with an ODBC Connection with Access 2007
How can I stop access form window icon populating task bar
Exchange 2010 ports - What firewall ports need to be open
sp_addlinkedserver using SQL Authentication
Automatic backup for the folders on network
T-SQL DateTime conversion issue
Windows7 in a 2003 domain
How do I restore "send to mail recipient"
viewing internat php page on apacher server through page viewer webpart