Monday, 27 July 2015

Follow on Behalf Other users in CRM 2013

A quick post (just copy paste from my previous forum reply Smile
Just in case the users need to follow other users but he needs you as the Administrator to follow on behalf, you can do use this method:

https://community.dynamics.com/crm/f/117/t/151955

So, create a workflow here:


*You can make as ondemand and also oncreated as trigger point and put some condition, again up to you, here I use ondemand as well to execute it manually.

You can set as realtime workflow for CRM 2013 above as well, ok.

Then the most important thing is the Action step to Create a follow record.



Just put like my example, set the Owner to your VP of Sales.

Now let's see how it works.

At first, the VP has not followed CRM User 1



*Can see through the Follow button, okay.

Then I (as you as admin), run the workflow of this user (can select multiple users as well, but I have no enough sample here, so please use one of them first :))

okay then I run the workflow (before that you need to activate it first)



Then here is the result after that.

I login as VP then I can see that I have followed this user.



Without clicking that, my admin (you) already make me followed this user.

Thanks!

















4 comments:

  1. Packers and Movers Gurgaon Provide Reliable, Safe and Certified Service Provider list, Get Free ***Best Price Quotaition and Compare Charges. ???Hassle free Household Shifting Services, High Quality packing Material, Office Relocation, Car Transportaion, ###Local and Domestic Shifting Service @
    Packers And Movers Gurgaon

    ReplyDelete
  2. Get Shifting/Relocation Quotation from ###Packers and Movers Delhi. Packers and Movers Delhi 100% Affordable and Reliable ***Household Shifting Services. Compare Transportation Charges and Save Time, Verified and Trusted Packers and Movers in Delhi, Cheap and Safe Local, Domestic House Shifting @ Packers And Movers Delhi

    ReplyDelete
  3. Packers and Movers Chennai Give Safe and Reliable ***Household Shifting Services in Chennai with Reasonable ###Packers and Movers Price Quotation. We Provide Household Shifting, Office Relocation, ✔✔✔ Local and Domestic Transportation Services, Affordable and Reliable Shifting Service Charges @ Packers And Movers Chennai

    ReplyDelete

My Name is..