Projectoriented features

I've a customer that wants to use Microsoft CRM. This customer wants to
record all activities for several customers in a project. How can I achieve
this? Is it a workaround before next version of Microsoft CRM.

Hans I.

MattNC
Sat Mar 12 22:55:01 CST 2005

Why not use a parent account like "Project X Customers" and group all of them
underneath as sub-accounts? Then, each email, letter, or phone call activity
can be from your customer, to their customer 'A' and in the regarding field:
"Project X Customers." That way you will see the activity underneath the
history of both customer 'A' and "Project X Customers."

Matt Wittemann
http://icu-mscrm.blogspot.com


"Hans I. letnes" wrote:

> I've a customer that wants to use Microsoft CRM. This customer wants to
> record all activities for several customers in a project. How can I achieve
> this? Is it a workaround before next version of Microsoft CRM.
>
> Hans I.
>
>
>

HansIletnes
Sun Mar 13 05:59:02 CST 2005

Thanks Matt I'll suggest this solution for the customer. Will there be
improvements in projectorientered features in the next version of Microsoft
CRM?

"MattNC" wrote:

> Why not use a parent account like "Project X Customers" and group all of them
> underneath as sub-accounts? Then, each email, letter, or phone call activity
> can be from your customer, to their customer 'A' and in the regarding field:
> "Project X Customers." That way you will see the activity underneath the
> history of both customer 'A' and "Project X Customers."
>
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Hans I. letnes" wrote:
>
> > I've a customer that wants to use Microsoft CRM. This customer wants to
> > record all activities for several customers in a project. How can I achieve
> > this? Is it a workaround before next version of Microsoft CRM.
> >
> > Hans I.
> >
> >
> >

MattNC
Mon Mar 14 08:11:02 CST 2005

We can only hope.

Matt Wittemann
http://icu-mscrm.blogspot.com


"Hans I. letnes" wrote:

> Thanks Matt I'll suggest this solution for the customer. Will there be
> improvements in projectorientered features in the next version of Microsoft
> CRM?
>
> "MattNC" wrote:
>
> > Why not use a parent account like "Project X Customers" and group all of them
> > underneath as sub-accounts? Then, each email, letter, or phone call activity
> > can be from your customer, to their customer 'A' and in the regarding field:
> > "Project X Customers." That way you will see the activity underneath the
> > history of both customer 'A' and "Project X Customers."
> >
> > Matt Wittemann
> > http://icu-mscrm.blogspot.com
> >
> >
> > "Hans I. letnes" wrote:
> >
> > > I've a customer that wants to use Microsoft CRM. This customer wants to
> > > record all activities for several customers in a project. How can I achieve
> > > this? Is it a workaround before next version of Microsoft CRM.
> > >
> > > Hans I.
> > >
> > >
> > >

Matt
Mon Mar 14 09:45:41 CST 2005

I have not seen anything that wouldindicate anything to help with project
oriented tasks like this in the CRM 2005 release.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Sun, 13 Mar 2005 03:59:02 -0800, "Hans I. letnes"
<HansIletnes@discussions.microsoft.com> wrote:

Thanks Matt I'll suggest this solution for the customer. Will there be
improvements in projectorientered features in the next version of Microsoft
CRM?

"MattNC" wrote:

> Why not use a parent account like "Project X Customers" and group all of them
> underneath as sub-accounts? Then, each email, letter, or phone call activity
> can be from your customer, to their customer 'A' and in the regarding field:
> "Project X Customers." That way you will see the activity underneath the
> history of both customer 'A' and "Project X Customers."
>
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Hans I. letnes" wrote:
>
> > I've a customer that wants to use Microsoft CRM. This customer wants to
> > record all activities for several customers in a project. How can I achieve
> > this? Is it a workaround before next version of Microsoft CRM.
> >
> > Hans I.
> >
> >
> >

DaveCarr
Wed Mar 23 09:55:02 CST 2005

Matt,

In the next release, customers will be able to add their own entities. If
they added an entity called "Project", and then related that to accounts
(they should be able to relate multiple accounts to a project, I believe),
shouldn't this help track projects?

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com


"Matt Parks" wrote:

> I have not seen anything that wouldindicate anything to help with project
> oriented tasks like this in the CRM 2005 release.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Sun, 13 Mar 2005 03:59:02 -0800, "Hans I. letnes"
> <HansIletnes@discussions.microsoft.com> wrote:
>
> Thanks Matt I'll suggest this solution for the customer. Will there be
> improvements in projectorientered features in the next version of Microsoft
> CRM?
>
> "MattNC" wrote:
>
> > Why not use a parent account like "Project X Customers" and group all of them
> > underneath as sub-accounts? Then, each email, letter, or phone call activity
> > can be from your customer, to their customer 'A' and in the regarding field:
> > "Project X Customers." That way you will see the activity underneath the
> > history of both customer 'A' and "Project X Customers."
> >
> > Matt Wittemann
> > http://icu-mscrm.blogspot.com
> >
> >
> > "Hans I. letnes" wrote:
> >
> > > I've a customer that wants to use Microsoft CRM. This customer wants to
> > > record all activities for several customers in a project. How can I achieve
> > > this? Is it a workaround before next version of Microsoft CRM.
> > >
> > > Hans I.
> > >
> > >
> > >
>
>

Matt
Wed Mar 23 16:24:14 CST 2005

Not saying you couldn't tackle it this way. Just indicating that there isn't
anything that indicates it will be "built-in".

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 23 Mar 2005 07:55:02 -0800, Dave Carr
<DaveCarr@discussions.microsoft.com> wrote:

Matt,

In the next release, customers will be able to add their own entities. If
they added an entity called "Project", and then related that to accounts
(they should be able to relate multiple accounts to a project, I believe),
shouldn't this help track projects?

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

Introducing our newest software product...
VAST for Microsoft CRM 1.2
VAST shows you "Who Did What When" in Microsoft CRM
To download our free trial, get more info, or to order, visit
http://www.VSCRM.com


"Matt Parks" wrote:

> I have not seen anything that wouldindicate anything to help with project
> oriented tasks like this in the CRM 2005 release.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Sun, 13 Mar 2005 03:59:02 -0800, "Hans I. letnes"
> <HansIletnes@discussions.microsoft.com> wrote:
>
> Thanks Matt I'll suggest this solution for the customer. Will there be
> improvements in projectorientered features in the next version of Microsoft
> CRM?
>
> "MattNC" wrote:
>
> > Why not use a parent account like "Project X Customers" and group all of them
> > underneath as sub-accounts? Then, each email, letter, or phone call activity
> > can be from your customer, to their customer 'A' and in the regarding field:
> > "Project X Customers." That way you will see the activity underneath the
> > history of both customer 'A' and "Project X Customers."
> >
> > Matt Wittemann
> > http://icu-mscrm.blogspot.com
> >
> >
> > "Hans I. letnes" wrote:
> >
> > > I've a customer that wants to use Microsoft CRM. This customer wants to
> > > record all activities for several customers in a project. How can I achieve
> > > this? Is it a workaround before next version of Microsoft CRM.
> > >
> > > Hans I.
> > >
> > >
> > >
>
>

Dodd
Fri Mar 25 11:05:03 CST 2005

Why not use cases for each Project (that's what our CRM Dev Team uses) While
you cannot associate multiple Contacts/Accounts to a case, you can link up
e-mails, tasks, letters, phone calls, Appoinmtents to the Customer Records
and assign all of these CRM Activities to the Case.

Here's the only tricky part: If you want to use the functionality of the SFO
Client, you cannot assign activities (e-mails especially) to a Case. A
relatively easy workaround is to create the activity using the SFO Client
without filling in the "regarding" field, save it, go into the Activity on
the Web client and then associate the Activity to the Case.

HTH

--Dodd

"Hans I. letnes" wrote:

> I've a customer that wants to use Microsoft CRM. This customer wants to
> record all activities for several customers in a project. How can I achieve
> this? Is it a workaround before next version of Microsoft CRM.
>
> Hans I.
>
>
>