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Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business”...
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Welcome Matt Wittemann , CRM MVP and today's guest blogger. He is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient...
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In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that...
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You didn’t want to write code to get insight into your business? Alright, that’s fair. Check out CRM 4.0 because the CRM investment will really pay off - business users can now build their own reports with the report building wizard. Since it’s a wizard...
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Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is...
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In every version of CRM I have had a favorite feature that I tend to obsess slightly over. :-) In Version 3.0, it was Client Side Scripting. In 4.0, it is Workflow. The Workflow engine in CRM has so much possibility to help transform businesses and is...
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