[x]
Posted via EE Mobile

Search, ask, and monitor your questions on the go with EE Mobile. Visit Experts Exchange from your mobile device and never be out of touch again.

Question
[x]
Attachment Details
[x]
The Solution Rating System

With so many solutions, how can you tell which solutions are most likely to help you and which ones are not? To provide you with a tool to use, we rate our solutions based on various elements that most accurately determine if a solution is a quality solution. To explain what factors affect the solution rating, here are the elements we take into consideration when formulating our solution rating.

  • The Grade of the Solution
  • The Zone Rank of the Expert Providing the Solution
  • The Number of Author and Expert Comments
  • The Number of Experts Contributing
  • The Feedback of the Community

Your Input Matters
Because of the way the system is set up, the most important variable in this equation is you. As a member of Experts Exchange, you are able to cast your vote on the quality of the solutions in regard to how complete, accurate, helpful and easy to understand each solution is. When you provide your feedback, each rating is adjusted accordingly. So, if you see a solution that has a poor rating that you think is a good solution, let us know by rating it. As you do, the rating will be adjusted and will become more accurate for other members of our site.

If you have any suggestions that you would like to make for our rating system, please ask a question in the Suggestions Zone of Community Support.

Thank you!

7.0

Dynamics CRM Workflow updating closed letter after Mail Merge

Asked by swakyn in Microsoft Dynamics, CRM Software

I have created a new entity (Fund Member) to create a many to many relationship between Contact and a new entity called Fund. Users will be running mail merges from this entity either via Advanced find, or associated views from  the Contact or Fund entity. When the activity is created, the default regarding is the Fund Member record, and the recipient is blank. We need recipient to be populated with the contact and the regarding to be populated with the fund. To do this I have created a workflow described below.

The workflow changes the recipient and regarding for a Letter Activity after the activity has been created. To do this, the workflow has to change the activity status to Open, update the activity, then reclose it.

This works when a letter is created for a single contact, but when applied to multiple contacts, some of the instances complete, but most of them get stuck in the 'Wait' status, and on further investigation they have failed after opening the activity with a with  "SQL error has occured" message.

I improved the success rate to only the occasional error by including a wait timout of 1 minute between the status change and the update, but this isn't a totally risk free solution.

HAs anyone else experienced this issue and developed a better solution?
[+][-]07/05/09 02:21 PM, ID: 24781350Expert Comment

At Experts Exchange, members can ask their questions to thousands of technology professionals, also known as Experts. Experts compete and collaborate to answer those questions by leaving comments like this one.

Start your 30-day free trial to view this Expert Comment or ask the Experts your question.

 
[+][-]07/05/09 05:44 PM, ID: 24781850Expert Comment

At Experts Exchange, members can ask their questions to thousands of technology professionals, also known as Experts. Experts compete and collaborate to answer those questions by leaving comments like this one.

Start your 30-day free trial to view this Expert Comment or ask the Experts your question.

 
[+][-]07/09/09 08:31 AM, ID: 24814742Author Comment

Often, when Experts are collaborating with members who have asked questions, they will request additional information about the problem. Askers respond with an author comment like this one.

Start your 30-day free trial to view this Author Comment or ask the Experts your question.

 
[+][-]07/09/09 02:45 PM, ID: 24818651Expert Comment

At Experts Exchange, members can ask their questions to thousands of technology professionals, also known as Experts. Experts compete and collaborate to answer those questions by leaving comments like this one.

Start your 30-day free trial to view this Expert Comment or ask the Experts your question.

 
[+][-]07/10/09 12:35 AM, ID: 24821025Author Comment

Often, when Experts are collaborating with members who have asked questions, they will request additional information about the problem. Askers respond with an author comment like this one.

Start your 30-day free trial to view this Author Comment or ask the Experts your question.

 
[+][-]07/17/09 08:27 AM, ID: 24879612Author Comment

Often, when Experts are collaborating with members who have asked questions, they will request additional information about the problem. Askers respond with an author comment like this one.

Start your 30-day free trial to view this Author Comment or ask the Experts your question.

 
[+][-]07/17/09 01:54 PM, ID: 24882786Expert Comment

At Experts Exchange, members can ask their questions to thousands of technology professionals, also known as Experts. Experts compete and collaborate to answer those questions by leaving comments like this one.

Start your 30-day free trial to view this Expert Comment or ask the Experts your question.

 
[+][-]09/01/09 09:29 AM, ID: 25233240Accepted Solution

View this solution now by starting your 30-day free trial. Setting up your free trial is quick, easy, and secure. We will return you to this solution, unlocked, when you're done.

About this solution

Zones: Microsoft Dynamics, CRM Software
Sign Up Now!
Solution Provided By: swakyn
Participating Experts: 2
Solution Grade: A
 
 
Loading Advertisement...
20091021-EE-VQP-81 - Hierarchy / EE_QW_3_20090701_SELECT_ZONES