Minor CRM Gripes

There are not many things that I don’t like about MS CRM 3.0. But one item has recently jumped to the top of the list: Email support for custom entities. I can understand the difficulty in figuring out how to use an email address field in a custom entity to actually create and send an email. What I can’t understand is why I can’t create email templates for custom entities.


I can create email templates for other record types in CRM that don’t represent people (e.g. orders, quotes, service cases.) I should be able to create email templates for my custom entities too. As long as they are related to one of the primary email record types (account, contact, lead) the system should know how to send the email.  Maybe in the next service pack???


By the way coming in at number 2 and 3 on the list are: Can’t call a workflow for one record type from another record type; and Can’t relate a custom entity to a customer (i.e. an account or contact with one lookup.


 


 


 

3 thoughts on “Minor CRM Gripes”

  1. Can you walk through the process of relating a custom entity to an opportunity? I realize it may take more than one lookup but I haven’t figured out how to do that yet.

  2. I know what you mean. I have the same questions running trough my mind. I have no problems relating a custom entity to a customer, though. Maybe it’s a software bug and you need an update.

Leave a Reply

Your email address will not be published. Required fields are marked *


*

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>