The CRM Team Blog is mostly written by members of the Microsoft Dynamics CRM product team. Occasionally, we ask our Microsoft friends in the field, or some of our key customers/partners (like our beloved MVPs) to pitch in with their perspective.
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CRM MVP Mitch Milam returns as our guest blogger today to talk about one of the most power features of CRM. You can read more from Mitch on his blog . CRM workflow can be used for all sorts of interesting things and can sometimes help you do your job...
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Taken from the Microsoft Dynamics CRM Resource Center which full of documentation, tips and tricks, and links to more information. This is an example of the content available to you on the Resource Center. The goal of customizing Microsoft Dynamics CRM...
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The Microsoft Dynamics CRM workflow engine provides powerful functionality for implementing custom business logic in a CRM deployment. However, it also lends itself to complex problems and design mistakes which can result in expensive maintenance and...
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Today’s guest blogger is CRM MVP Ayaz Ahmad who is a CRM Solution Architect with more than seven years in software development and managing large projects and technical teams. Ayaz blogs at http://ayazahmad.wordpress.com/ . Microsoft Dynamics CRM provides...
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CRM MVP Mitch Milam returns as our guest blogger today a tip based on workflows. You can read more from Mitch at his blog . If you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow...
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Guest blogger and CRM MVP Donna Edwards talks about a tip to help you tune your workflows. In working through some optimization on a CRM server, I thought it would be a good idea to check the running System Jobs. This particular CRM installation...
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Our guest blogger today is CRM MVP Donna Edwards who blogs regularly here . Ever wonder how to update Closed or Completed CRM records like Activities, Quotes, or Opportunities that are in Completed, Won or Lost status using a supported method that does...
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Recently there have been some questions raised on how to use the IWorkflowContext and what data and objects it provides that can be used in your custom workflow activity logic. In this post we will cover the different members available in the IWorkflowContext...
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The workflow engine in Microsoft Dynamics CRM is an area I personally spend a ton of time playing with. It is like Jscript was in Version 1.x and 3.0 for me. It has A TON of potential that many people have barely scratched the surface of. So in working...
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The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview...
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Some of my customers over the years have used a Round Robin method of assigning leads. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory...
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Microsoft Dynamics CRM MVP Aaron Elder of Ascentium provides some tips and tricks . Recently, we had the need to delete several attributes from an entity we had created (Employee). Normally this is a very straight forward affair in Microsoft CRM...
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Today we welcome guest blogger Jim Steger , developer, blogger, and writer for Sonoma Partners with this guest post. The new workflow functionality of Microsoft Dynamics CRM 4.0 opens new and exciting opportunities for developers and end users to easily...
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New to Microsoft Dynamics CRM 4 is the concept of having a single windows service that will manage all asynchronous operations. Each time an asynchronous operation takes place a number of log entries are created in the tables that support asynchronous...
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Guest blogger Ayaz Ahmad is a CRM MVP who blogs at http://ayazahmad.wordpress.com/ . Developing some service or workflow to handle some periodic tasks is a common task when creating a CRM solution. Last week, I was looking for the best way to handle periodic...
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As you may have noticed, recent updates to the Microsoft Dynamics CRM 4.0 SDK now include two different sets of SDK assemblies. This had led many of you to ask when the different sets of assemblies should be used. Luckily enough, most of the time there...
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Welcome Guy Riddle , CRM MVP, and today's guest blogger. How do we go about setting up a telemarketing campaign through Microsoft Dynamics CRM? Here is the challenge - we have acquired a list of Companies that we want our telesales team to call, but...
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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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