Page History
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- CRM asynchronous workflow rules (using that use a custom workflow assembly ) will react to the desired entity events.
- For each event, the workflow calls accesses CardioLog's web service and sends the relevant data.
- Event URL has the following format: CRM | entity | status | reason
For more information about the default Microsoft CRM values for status (StateCode) and reason (StatusCode), see http://msdn.microsoft.com/en-us/library/ms914670.aspxstatus and reasons, see the Microsoft StateCode and StatusCode Values table.
The Custom CRM Workflows dialog
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- From the Navigation Pane, click on Report Center tab > > Click the folder where you would like to create a new report. For more information about how to create a report, see http://support.intlock.com/entries/20451026-6-report-center#6.1
- Add the Page Views > Events and Visitors > Unique Users by Events reports
- Enter , and select New Report.
- We recommend adding either the Unique Users table or Visitors by Events table widget to your new report.
- From the Filters menu, select "CRM" in the Portal Website Item URL field and click Go.