Help with basic workflow........please

Hi There

I am looking at creating a basic workflow (initially anyway).

What I want to be able to do is if any details on the contact records 
changes to then a email is automatically sent to the record owner telling 
them that info has changed. It would be good to include in the email subject 
the account name and the contacts name?

Is there anyone that could get me started maybe?

Thanks in advance

Kind Regards

Peter
0
Utf
11/27/2006 3:58:02 PM
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What you need is not a Workflow but rather a Callout.
A Workflow can handle one of these 4 triggers: Create, Manual, Reassign and 
Status Change. None of these are triggered when you simply change a value in 
a form field.
A Callout on the other hand...is a whole different story...
You could do pretty much anything you want with a Callout. It has more 
triggers than Workflows do and can evaluate any field you want it to and 
interact with CRM and with the rest of the world in ways Workflows just can't.
The downside is that you have to program your Callout with .Net...

-- 
Lior Zarfati,
Dynamics CRM specialist,
Guardian Information Systems
http://www.g-s.co.il


"PDUK1" wrote:

> Hi There
> 
> I am looking at creating a basic workflow (initially anyway).
> 
> What I want to be able to do is if any details on the contact records 
> changes to then a email is automatically sent to the record owner telling 
> them that info has changed. It would be good to include in the email subject 
> the account name and the contacts name?
> 
> Is there anyone that could get me started maybe?
> 
> Thanks in advance
> 
> Kind Regards
> 
> Peter
0
Utf
11/27/2006 4:10:02 PM
Hi There

Thanks for that. It looks like I will have to do some research here as I 
have no understanding of callouts. Are there any recommended sites for this?

Kind Regards

Peter

"Lior Zarfati" wrote:

> What you need is not a Workflow but rather a Callout.
> A Workflow can handle one of these 4 triggers: Create, Manual, Reassign and 
> Status Change. None of these are triggered when you simply change a value in 
> a form field.
> A Callout on the other hand...is a whole different story...
> You could do pretty much anything you want with a Callout. It has more 
> triggers than Workflows do and can evaluate any field you want it to and 
> interact with CRM and with the rest of the world in ways Workflows just can't.
> The downside is that you have to program your Callout with .Net...
> 
> -- 
> Lior Zarfati,
> Dynamics CRM specialist,
> Guardian Information Systems
> http://www.g-s.co.il
> 
> 
> "PDUK1" wrote:
> 
> > Hi There
> > 
> > I am looking at creating a basic workflow (initially anyway).
> > 
> > What I want to be able to do is if any details on the contact records 
> > changes to then a email is automatically sent to the record owner telling 
> > them that info has changed. It would be good to include in the email subject 
> > the account name and the contacts name?
> > 
> > Is there anyone that could get me started maybe?
> > 
> > Thanks in advance
> > 
> > Kind Regards
> > 
> > Peter
0
Utf
11/27/2006 9:49:03 PM
I'm afraid not...
There are only 2 sources I know of:
1. CRM SDK documentation and examples.
2. Search for some CRM blogs. They sometimes have very useful stuff.
-- 
Lior Zarfati,
Dynamics CRM specialist,
Guardian Information Systems
http://www.g-s.co.il


"PDUK1" wrote:

> Hi There
> 
> Thanks for that. It looks like I will have to do some research here as I 
> have no understanding of callouts. Are there any recommended sites for this?
> 
> Kind Regards
> 
> Peter
> 
> "Lior Zarfati" wrote:
> 
> > What you need is not a Workflow but rather a Callout.
> > A Workflow can handle one of these 4 triggers: Create, Manual, Reassign and 
> > Status Change. None of these are triggered when you simply change a value in 
> > a form field.
> > A Callout on the other hand...is a whole different story...
> > You could do pretty much anything you want with a Callout. It has more 
> > triggers than Workflows do and can evaluate any field you want it to and 
> > interact with CRM and with the rest of the world in ways Workflows just can't.
> > The downside is that you have to program your Callout with .Net...
> > 
> > -- 
> > Lior Zarfati,
> > Dynamics CRM specialist,
> > Guardian Information Systems
> > http://www.g-s.co.il
> > 
> > 
> > "PDUK1" wrote:
> > 
> > > Hi There
> > > 
> > > I am looking at creating a basic workflow (initially anyway).
> > > 
> > > What I want to be able to do is if any details on the contact records 
> > > changes to then a email is automatically sent to the record owner telling 
> > > them that info has changed. It would be good to include in the email subject 
> > > the account name and the contacts name?
> > > 
> > > Is there anyone that could get me started maybe?
> > > 
> > > Thanks in advance
> > > 
> > > Kind Regards
> > > 
> > > Peter
0
Utf
11/28/2006 8:07:02 AM
Reply:

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