workflow rule - customer's first order

I have difficulty in creating a workflow rule for creating an activity
when a new customer makes a first order.
Can somebody help me out!!

MarcoAmoedo
Wed Jun 14 04:58:02 CDT 2006

You could do it using .net workflow assemblies. Take a look to CRM's SDK.

--
Marco Amoedo
Plain Concepts
http://geeks.ms/blogs/marco/


"Prity" escribió:

> I have difficulty in creating a workflow rule for creating an activity
> when a new customer makes a first order.
> Can somebody help me out!!
>
>

Prity
Wed Jun 14 05:07:21 CDT 2006

I dont want to use SDK and wants to implement client's requirements
through customizations and workflow processes. All the client's
requirements can be fulfilled
by customizing the CRM. I am facing problem with some of the alerts
that he wants the system to generate automatically. I have a feeling
that this particular alert can be done by workflow rule, but dont know
how?

Aly
Wed Jun 14 06:20:01 CDT 2006

This is quite straight forward, and you can create an activity in workflow
withhout the SDK on the creation of a sales order. Log in to the workflow
manager create a new work flow item select sales order or what ever object
you want to create the activity against and then select insert action and
then create activity. hope that helps

"Prity" wrote:

> I dont want to use SDK and wants to implement client's requirements
> through customizations and workflow processes. All the client's
> requirements can be fulfilled
> by customizing the CRM. I am facing problem with some of the alerts
> that he wants the system to generate automatically. I have a feeling
> that this particular alert can be done by workflow rule, but dont know
> how?
>
>

Prity
Wed Jun 14 07:40:42 CDT 2006

Thanx for the quick reply.
But i want to create an activity for only the first order of the
customer
how do i detect that this is customer's first order
it would have been pretty easy to achieve this with a sql query
but cant get it with workflow rule

FrankLee
Wed Jun 14 08:37:02 CDT 2006

You will have to be creative on this one since you can't trigger a workflow
based on a sql query result - this will be a good feature request.

See if this logic will work: If the Account is a "Prospect" relationship
when the order is taken then it is a "first order" otherwise, if it is a
"Customer" then is must not be a first order.

Does the above logic work for you?

Results of Advanced FindFrank Lee
Workopia, Inc.
http://spaces.msn.com/microsoft-crm/


"Prity" wrote:

> Thanx for the quick reply.
> But i want to create an activity for only the first order of the
> customer
> how do i detect that this is customer's first order
> it would have been pretty easy to achieve this with a sql query
> but cant get it with workflow rule
>
>

Patrick
Wed Jun 14 16:51:02 CDT 2006

You can full implement what you want with a workflow rule, but it will
require you to write on workflow assembly (with the SDK). This assembly would
check the first order condition, the workflow rule could than do whatever you
want to do.

--
Patrick Verbeeten (MCSD)
Lead Developer
Aviva IT
Web: aviva-it.nl


"Frank Lee" wrote:

> You will have to be creative on this one since you can't trigger a workflow
> based on a sql query result - this will be a good feature request.
>
> See if this logic will work: If the Account is a "Prospect" relationship
> when the order is taken then it is a "first order" otherwise, if it is a
> "Customer" then is must not be a first order.
>
> Does the above logic work for you?
>
> Results of Advanced FindFrank Lee
> Workopia, Inc.
> http://spaces.msn.com/microsoft-crm/
>
>
> "Prity" wrote:
>
> > Thanx for the quick reply.
> > But i want to create an activity for only the first order of the
> > customer
> > how do i detect that this is customer's first order
> > it would have been pretty easy to achieve this with a sql query
> > but cant get it with workflow rule
> >
> >

Prity
Thu Jun 15 02:51:05 CDT 2006

Thanx for both the replies.
First reply is a straightforward one. I have to discuss it with client.
As for the second one, i will have a look at this. Actually I wanted to
avoid
SDK totally, but i suppose running away from it is not possible.

Pavel
Thu Jun 15 06:50:45 CDT 2006

Hi!

1) Create in Account bit attribute "first order"
2) Create wf rule on Create event for Order
2=2E1) Add check condition for "first order" in related Account and if
"false" then do your actions, 2.2) After your actions update "first
order" in related Account with "true"

Pavel Goncharov

Prity =D0=BF=D0=B8=D1=81=D0=B0=D0=BB(=D0=B0):

> Thanx for both the replies.
> First reply is a straightforward one. I have to discuss it with client.
> As for the second one, i will have a look at this. Actually I wanted to
> avoid
> SDK totally, but i suppose running away from it is not possible.

Prity
Thu Jun 15 23:47:55 CDT 2006

This seems to be the perfect solution
I will definetely try it out and I think it
should work.
Thanx.