mscrm4ever: CRM 4.0 State and Status code Manager Wizard

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Источник: http://mscrm4ever.blogspot.com/2009/...e-manager.html
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Since the release of the FLS wizard I received a few enquiries about the FLS ability to control the change of an entity state and status codes.
Although the FLS does not control this type of behavior we have built a complete state manager wizard that allows us to control the entire application state.


The reason we built such a wizard is we needed a way to set whether a user can activate or deactivate an entity and more importantly we needed a way to control the entity flow when adding new status codes to custom entities.


The nice thing about this wizard is that its foundation is completely generic and allows an organization to completely control the change of state for any given entity. If you’re looking for a supported way to control who deactivates or activates an entity, want to manage whether a user can win or lose an opportunity, need to decide if a service rep can cancel or resolve a case or any other “SetState” behavior, this wizard will do the job.


Once you get it working, you will find out that the wizard presents new and exciting ways to solving business requirement.


Similar to the FLS wizard, you can create a complete organization security hierarchy. This means you can set a setstate behavior at the business unit level , override those settings at the role level and create exceptions for individual users.



The following presentation displays 4 simple scenarios.
First Scenario: Control who activates and deactivates the account entity.

Second Scenario: Controls whether a user can cancel a case or set it state to waiting for details.

Third Scenario: Controls whether a user can close an opportunity as won.

Forth Scenario: Shows how to control custom status reasons added to a test entity.



I’m offering this wizard under the same sharing paradigm which I introduced a few weeks ago.
The State manager wizard and the entire set of wizards will be available in the next few days.


If you have questions or enquiries you may send them to smw@gicrm.com.


If you need to rewind the presentation simply right click the flash movie and click rewind, then click play.


The proposed property (source code) price is 1000$ USD.




Источник: http://mscrm4ever.blogspot.com/2009/...e-manager.html