Account - Assign Territory Task and Notification
Identify problematic accounts - Criteria:
- Created yesterday
- Missing Required Address Data (postal code, zip code or Country)
- Territory may be blank or set to Please Update
- Account Type = Prospect
View in CRM
B-Valid Territory Not Set Yesterday
<https://leavitt.crm3.dynamics.com/advancedfind/advfind.aspx?etn=account&QueryId=%7b95C4C9A3-7089-EE11-8179-000D3AF4F990%7d&ViewType=4230&AutoRun=true&appid=79c6b365-09d1-e711-a951-000d3af44134>
On demand workflow
Account Territory Not Set - Create Task and Send notification
<https://leavitt.crm3.dynamics.com/sfa/workflow/edit.aspx?id=1414d573-4a9f-4624-acc7-cc8b5d574f5f>
Task Activity created in CRM
- Subject - Data Update Required - Account Territory has not been set
- Due Date - 1 day after task creation
- Owner - Account Created by
- Regarding - Account
- Description
Account - {Account Name(Account)} is missing address information required to update the territory.
1. Please navigate to the account and update the address information.
{Record URL(Dynamic)(Account)} 2. Please close this task to completed
If you have any questions, submit a ticket to
ITSupport@venturiscc.com
Thank you.
Email Notification created in CRM
- Subject - Data Update Required Task has been assigned to you
- Sent to - Created by User
- CC - Created by User's Manager
- Body of Email
A new task regarding account - {Account Name(Account)} has been assigned to you.
Please update the required address information on this account so a territory can be set.
<hyperlink><name>Account</name><value>{Record URL(Dynamic)(Account)}</value></hyperlink>
Once the necessary data has been updated, please complete the below task.
<hyperlink><name>{Record URL(Dynamic)(Territory not Ser Task (Task))}</name><value></value></hyperlink>
If you have questions, please submit a ticket by emailing:
ITSupport@venturiscc.com
Thank you.
Batch Process
Account Territory not set task and notification
https://leavitt.crm3.dynamics.com/main.aspx?appid=79c6b365-09d1-e711-a951-000d3af44134&forceUCI=1&newWindow=true&pagetype=entityrecord&etn=vcc_batchprocess&id=be01d0e1-8289-ee11-8179-000d3af4f990&data=%257B%257D&lid=1700692068902
Runs Daily
Run Time 6 AM
HISTORY: