通知用户帐户需要更新的最佳方式？
我正在使用微软CRM 4.0。我目前有许多帐户需要由分配给该帐户的销售人员进行更新。通知用户更新的最佳方式是什么？另外，如果还有一种方法可以通知我任务已完成，那就太好了。我认为最好的方法是通过工作流程，但它不允许我一次选择多个帐户来通知用户哪些帐户需要更新。我还可以通过移动设备访问 CRM。
I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a workflow but It does not allow me to select multiple accounts at once to notify the user, of which ones need the update. I also have mobile access with CRM.
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你走在正确的轨道上。您可以使用工作流程的组合来完成此任务。我不知道他们到底需要更新什么，但您可以创建一个名为 new_isrecordupdated 的位标志，然后创建等待需要更新的字段发生更改的工作流程。当它们出现时，您可以将该标志设置为 true。然后让另一个工作流程休眠 X 天，并验证该字段是否为 false，如果是，则向用户发送电子邮件。
如果您需要它们来完成任务，那么工作流将需要处理与帐户相关的任务。状态更改为已完成时，将标志更新为 false。
再说一遍，我不确定您正在寻找他们更新什么，所以我不能 100% 确定这就是您所需要的。
You're on the right track. You could use a combination of workflows to accomplish this. I don't know what exactly it is they need to update but you could create a bit flag called new_isrecordupdated and then create workflows that wait until the fields needing to be updated are changed. When they are you can set that flag to true. Then have another workflow sleep for X days and verify that the field is false, if so send out an email to the user.
If you need them to complete tasks, then the workflow will need to sit on the tasks if they're regarding an account. On a status change of completed, update the flag to false.
Again, I'm not sure what you're looking for them to update so I can't say with 100% certainty that this is what you need.
根据您所讨论的帐户数量，您可能需要计划的控制台应用程序来查找仍需要关注的所有未完成帐户。然后，它可以每天为每个销售人员创建一封电子邮件，其中包含指向仍需要关注的每个帐户的链接。
您还可以拥有一份每日报告，让您知道哪些帐户已更新以及哪些帐户仍需要更新。
这些可以通过预定的应用程序或 SSRS 报告来完成。
此外，为您的销售代表添加一个视图会很有帮助，该视图向他们显示需要更新的帐户的完整列表。您还希望有一个按指定所有者排序的类似视图。
通过这种方式，您可以收到通知，但如果发生大量此类情况，则不会收到滥用通知，并且您和您的销售人员可以通过简单地浏览一下视图就可以看到任何突出的内容。
您可能需要一个布尔值来将帐户设置为需要更新，然后您可以使用插件在所有者更新它并设置最后更新日期时重置该标志。这将为您提供将帐户标记为需要更新的字段，并且通过日期可以让您查看哪些帐户已由其所有者更新。
Depending on how many accounts you are talking about, you may want a scheduled console application to find all of the outstanding accounts that still require attention. It could then create a single email for each sales person each day with links to each of the accounts that still required attention.
You could also have a single daily report letting you know which accounts had been updated and which were still needed updating.
These could be done with a scheduled application or an SSRS Report.
In addition it would be helpful to add a view for your sales reps that showed them the complete list of accounts that they needed to update. You would also want a similar view sorted by the assigned owner.
This way you have notification, but not abusive notification if a lot of these are happening and you have a way for both you and your salesmen see anything outstanding with a simple glance at a view.
You would probably need to have a boolean to set an account as needing an update, and then you could use a plug-in to reset that flag whenever the owner updated it along with setting a last updated date. This would give you the fields to flag an account as needing to be updated and the date would allow you to see which accounts had been updated by their owners.