Clik here to view.
MS CRM 4.0 Workflow won’t publish after deleting an attribute.
Bitp Tags: MS CRM 4.0, Workflow Mitch Milam and I were working on this problem together. I had removed a series of custom attributes from the Opportunity entity and we could no longer publish some of...
View ArticleClik here to view.
New CRM 4.0 Workflow Courseware now available!
Overview: 80003A describes how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. This course covers basic concepts, creating...
View ArticleClik here to view.
Nurture Marketing with Microsoft Dynamics CRM 4.0
The idea, is to deliver regular content that addresses the interests of a prospect or customer and to time it to arrive where they might be interested in reading something about that. Nurture marketing...
View ArticleClik here to view.
Using the Business Productivity Accelerator to generate links to CRM records
Microsoft has recently released the business productivity workflow tools accelerator (download here) which allows us to generate hyperlinks in e-mails created from within workflows. We use this to...
View ArticleClik here to view.
CRM User Notification Emails for new & infrequent users of Dynamics CRM
Bitp Tags: workflow, productivity To get around this problem, we created some workflows and a couple of simple modifications designed to support e-mail notifications to users about new CRM assignments...
View ArticleClik here to view.
Handling ‘leads’ from your web site in Dynamics CRM
Over the years in Microsoft Dynamics CRM 3.0 and 4.0, I’ve seen a number of ways that people handle the processing of leads. Typically, website inquiries are imported into the leads entity of CRM. This...
View ArticleClik here to view.
CRM 4.0 Workflow tip
I see a lot of problems related to data issues in workflows because the authors of the workflows forget to do data validation checks and prevent things from happening when there’s not data to support...
View ArticleClik here to view.
Using workflow to automatically set complex default values in Dynamics CRM 4.0
I thought I’d present a simple way that is easy for nonprogrammers to maintain. We also use this as a precursor to writing a plug-in if it evolves into something that would work better as a plug. The...
View ArticleClik here to view.
Building a Sales Process Workflow in Dynamics CRM 2011
Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This...
View ArticleClik here to view.
Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0
One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create...
View ArticleClik here to view.
MS CRM 4.0 Workflow won’t publish after deleting an attribute.
Bitp Tags: MS CRM 4.0, Workflow Mitch Milam and I were working on this problem together. I had removed a series of custom attributes from the Opportunity entity and we could no longer publish some of...
View ArticleNew CRM 4.0 Workflow Courseware now available!
Overview: 80003A describes how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. This course covers basic concepts, creating...
View ArticleClik here to view.
Nurture Marketing with Microsoft Dynamics CRM 4.0
The idea, is to deliver regular content that addresses the interests of a prospect or customer and to time it to arrive where they might be interested in reading something about that. Nurture marketing...
View ArticleClik here to view.
Using the Business Productivity Accelerator to generate links to CRM records
Microsoft has recently released the business productivity workflow tools accelerator (download here) which allows us to generate hyperlinks in e-mails created from within workflows. We use this to...
View ArticleClik here to view.
CRM User Notification Emails for new & infrequent users of Dynamics CRM
Bitp Tags: workflow, productivity To get around this problem, we created some workflows and a couple of simple modifications designed to support e-mail notifications to users about new CRM assignments...
View ArticleClik here to view.
Handling ‘leads’ from your web site in Dynamics CRM
Over the years in Microsoft Dynamics CRM 3.0 and 4.0, I’ve seen a number of ways that people handle the processing of leads. Typically, website inquiries are imported into the leads entity of CRM. This...
View ArticleCRM 4.0 Workflow tip
I see a lot of problems related to data issues in workflows because the authors of the workflows forget to do data validation checks and prevent things from happening when there’s not data to support...
View ArticleClik here to view.
Using workflow to automatically set complex default values in Dynamics CRM 4.0
I thought I’d present a simple way that is easy for nonprogrammers to maintain. We also use this as a precursor to writing a plug-in if it evolves into something that would work better as a plug. The...
View ArticleBuilding a Sales Process Workflow in Dynamics CRM 2011
Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This...
View ArticleClik here to view.
Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0
One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create...
View Article
