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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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  1. 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
  2. Add the Page Views > Events and Visitors > Unique Users by Events reports
  3. Enter , and select New Report.
  4. We recommend adding either the Unique Users table or Visitors by Events table widget to your new report. Although tables that include user information should filter results accurately according to CRM data.
  5. From the Filters menu, select "CRM" in the Portal Website Item URL field and click Go.