Assign Telephone Call and send email

Good afternoon,

We are fairly new to CRM 3.0 and trying to acomplish the following:

Telephone Call is received
CRM User clicks the create telephone call
CRM User sets TO: field to CRM User phone message is for
CRM User sets FROM: Feild to contact / business that is calling
types in phone call info, etc.

When this is saved we want a Workflow process to assign the phone call to
the TO person then email the TO person.

Is there a way to do this?

Thank you in advance,

Steve

Sam
Wed Dec 13 00:16:29 CST 2006

Hi Steve,

Programming might be a way to a solution with your requirement. I cannot
think of an easier way and maybe someone else will chip in with a better
solution.

The solution would be to make a workflow to assign the phone call to a
particular user and also send them a mail. This can be achieved by creating
a .net assembly to do the required tasks. You can explore creating
assemblies utilizing SDK and/or ask one of the MS CRM experts to help you
out with your requirement. It should not a difficult job for an experienced
developer.

We have done a similar assembly once and if you require further information
on this component, please be free to contact me.

Sam
_______________
Inogic
Innovative Logic
Innovative solutions for your SME ERP/CRM products
E-mail: crm@inogic.com
Web: www.inogic.com
--------------------------


"Steve Vold" <info@computersolutions4u.ca> wrote in message
news:ucdA74kHHHA.2236@TK2MSFTNGP02.phx.gbl...
> Good afternoon,
>
> We are fairly new to CRM 3.0 and trying to acomplish the following:
>
> Telephone Call is received
> CRM User clicks the create telephone call
> CRM User sets TO: field to CRM User phone message is for
> CRM User sets FROM: Feild to contact / business that is calling
> types in phone call info, etc.
>
> When this is saved we want a Workflow process to assign the phone call to
> the TO person then email the TO person.
>
> Is there a way to do this?
>
> Thank you in advance,
>
> Steve
>
>