http://blogs.infinite-x.net/2007/04/19/assigning-vs-changing-ownership/ Knowledge found and lost while working with Microsoft CRM Wed, 19 Nov 2008 15:21:54 +0000 http://wordpress.org/?v=2.6.1 http://blogs.infinite-x.net/2007/04/19/assigning-vs-changing-ownership/#comment-502 jbwyatt Tue, 29 May 2007 06:08:00 +0000 http://blogs.infinite-x.net/2007/04/19/assigning-vs-changing-ownership/#comment-502 If you take the Ben Volmer tip & autosave (http://blogs.msdn.com/midatlanticcrm/archive/2006/04/13/Fun-with-JScript-Auto-Saving-Forms-in-Microsoft-CRM.aspx). I set up title, client & an assign to: picklist. When all three are populated, it assigns the case to the chosen picklist ID and mails them that they have a new request. Taking user intervention out of the equation has removed a lot of confusion & things get where they need to go. If you take the Ben Volmer tip & autosave (http://blogs.msdn.com/midatlanticcrm/archive/2006/04/13/Fun-with-JScript-Auto-Saving-Forms-in-Microsoft-CRM.aspx). I set up title, client & an assign to: picklist. When all three are populated, it assigns the case to the chosen picklist ID and mails them that they have a new request.
Taking user intervention out of the equation has removed a lot of confusion & things get where they need to go.

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