We can select any Activity, Entity, Custom Activity and Custom Entity for creation, previously we were only allowed to Create Case.<\/p>\n
How to create an Automatic Record Creation or Update rule?<\/strong><\/p>\n \u00a0How to specify rules?<\/strong><\/p>\n Specify Conditions: Specify Entity for which record needs to be Created: Note: <\/em><\/strong>Feedback is a custom activity and Action plan is a custom entity in the above screenshots.<\/em>\u00a0<\/em><\/p>\n Once everything is set-up, you need to Activate the Automatic Record Creation or Update Rule, if not activated the rule won`t take effect.<\/p>\n How to Activate the rule?<\/strong><\/p>\n Illustration:<\/strong><\/p>\n Now, let`s understand it with an example of how useful it can be in a real life.<\/p>\n Consider, a service provider company, undertaking a activity of gathering Feedback(Custom Activity) from their customers who have been with them for a year or more.<\/p>\n Now, depending on the sentiment of the feedback we`ll create an Action Plan(Custom Entity), i.e., an Action Plan would only be created if Negative feedback is provided by the customer.<\/p>\n Action Plan are the steps undertaken by the company in order to satisfy the customers complain or negative feedback.<\/p>\n A user from the company calls up a customer and customer gives feedback as below.<\/p>\n Since, the subject contains Negative keyword (Negative\/Positive keyword would be inserted in the subject by the user depending on the sentiments of the feedback provided by the customer) it would create a Action Plan record.<\/p>\n The Action Plan is created as shown below.<\/p>\n The above screenshot is for the Action Plan entity.<\/p>\n In the Action Plan record, it`ll have all the details of the Feedback given by the customer, as it can be seen in the above screenshot.<\/p>\n Related Feedback<\/strong> – Lookup of the Feedback Activity<\/p>\n Feedback Given<\/strong> – Feedback from the Feedback Activity<\/p>\n Assigned To<\/strong> – Owner of the A. Datum Corporation record<\/p>\n Actions Taken<\/strong> – It would be the steps undertaken by the Assigned user in order to satisfy the customer`s feedback.<\/p>\n The above illustration gives a brief idea of how useful this feature can be in real life.<\/p>\n Note:<\/strong><\/p>\n Once, it is selected and saved, it gets non-editable. Before you move to the next post, have you seen our new\u00a0Click2Export\u00a0<\/a>Solution? A 1 click solution to export reports to Word\/Excel and Pdf. Email us on\u00a0crm@inogic.com<\/a>\u00a0for a trial or if you would like to see a live demo.<\/p>\n","protected":false},"excerpt":{"rendered":" Microsoft always believes in making life of people simpler using their product. This is what happens with every update of Dynamics CRM. There was one feature introduced in CRM 2013 to ease the life of CRM users and that feature was Automatic case record creation through email and social monitoring. This was indeed a very\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[22,23,24],"tags":[592,597],"class_list":["post-1544","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-2015","category-dynamics-crm-2015-update-1","category-dynamics-crm-2016","tag-dynamics-crm","tag-dynamics-crm-2015"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1544","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=1544"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/1544\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=1544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=1544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=1544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Automatic](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2015\/08\/Automatic-Record-Creation-or-Updation.png\")
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<\/a><\/li>\n<\/ul>\n<\/a>Our conditions for the creation of Action Plan record is as below.<\/p>\n<\/a><\/p>\n<\/a><\/p>\n\n
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