A CRM Phone Call activity is a specific type of activity where the user is expected to make a phone call and then indicate that he or she completed the call. After the activity is marked as complete, the process will continue.
To assign a CRM phone call activity to a user, complete the following steps:
- Check out and open the process you want to edit.
- In the Toolbox pane, click Microsoft CRM 4. A list of activities is displayed.
- Double-click or drag the Assign CRM Activity into the process.
- Link the activity appropriately with other activities in the process.
- Right-click the Assign CRM Activity. A shortcut menu is displayed.
- Click View Properties. The Assign CRM Activity window is displayed.
- Click the Task Assignment tab. The corresponding screen is displayed.
- In the Assignment Profile field, click the Assignment Profile icon. A drop-down list of available assignment profiles is displayed.
- Select the appropriate assignment profile that defines the user or users that should receive this task.
- Click the System Resource tab. The corresponding screen is displayed.
- In the CRM System Resource field, click the System Resource editor icon and select the appropriate CRM system resource.
- In the CRM Entity field, select the appropriate input field editor and set the field to a value that is a CRM Phone Call activity.
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Note: |
If you select the CRM Entity editor, you can directly select the CRM entity that you want to assign. In this case Phone Call.
If your system resource contains a data item in the connection string property, click Configuration values and enter a valid connection string for design-time, configuration purposes. |
- Click the Data Mapping tab. The corresponding screen is displayed.
- In the Attribute field, click the CRM Attribute editor and select the relevant attribute. The corresponding data type is displayed in the Type field.
- In the Value field, select the appropriate input field editor and set the field to a value that is to be mapped to the selected attribute.
- Click OK. You configured the activity to assign a CRM phone call activity to a user.
