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I found this blog article on Weighted BANT. I wanted to try implementing it with Dynamics CRM. Here’s how it worked out. With zero code, I created this in a few hours using the scoring assumptions below. How are you using BANT or other lead qualification methods with Dynamics CRM? I started...

Microsoft Dynamics CRM Activity Feeds solution is now released in the Dynamics Marketplace and ready to use with the latest Microsoft CRM update . The solution offers better ways to collaborate with in the organization and stay on top of business processes. In this blog article, I will walk you...

We’ve recently published a fairly in-depth how-to video on one of the Microsoft Dynamics CRM more powerful features: Creating a simple workflow (CRM users) and Creating a simple workflow (CRM Online users). . Workflows allow you to automate repetitive tasks that you perform regularly in CRM. You can...

Our guest blogger today is Gonzalo Ruiz who is a CRM consultant for Avanade Canada . This post is inspired by a popular article by my ex coworker Humberto Lezama G . regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011 . I have expanded the matrix...

The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit. This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment. Scenarios Included in this Kit is more comprehensive data,...

This post provides a step by step guide on how to make use of Asynchronous Workflows through Dialogs (Interactive Workflows) depending on user responses and requirements. Here we will fire a system job (Asynchronous Workflow) by using the “Start Child Workflow” step in the Dialog Designer...

This post is in continuation to the previous introductory post on Dialogs Part I . In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data slugs, how to use them and also, how to use a data slug for Optionset values. This post also contains...

The Dialog is a brand new feature built on top of Windows Workflow Foundation 4 in Microsoft CRM 2011 . Before I delve into details of power, the Dialogs provide, this is important to let you know that now the Workflows and Dialogs are collectively known as Processes in Microsoft CRM 2011. In simple...

CRM MVP Mitch Milam is our guest blogger today. Read Mitch’s blog . I recently upgraded one of my custom workflow activity plugins to CRM 2011 and thought it would be an interesting exercise to walk through that process with you. So let’s walk through the changes, from top to bottom. Reference Assemblies...

We have received multiple questions and feedback regarding the capability of adding custom workflow activities in CRM 2011 Online and I would like to provide some responses as well as offer some guidance on how to insert custom logic to workflows in CRM 2011 Online. Due to a technical limitation we are...

CRM MVP Aaron Elder , CTO at Avanade contributes a list of highlighted features for the Microsoft Dynamics CRM 2011 release. I have been releasing a quick highlight of one new CRM 2011 feature every week.  Here is what has been released so far: 10/21/2010 – Workflow Improvements 9/20/2010 – Sample...

Please see the blog article Microsoft Dynamics CRM Sales Process for an introduction to sales process workflow in CRM. In this article, I will present an approach which can be used to move the workflow from one stage to another (forward only) using a custom attribute and a series or Wait and Parallel...

Today’s guest blogger is CRM MVP George Doubinski who offers this interesting post. It's been a while since I've posted anything juicy. But today's idea is too good not to share it. Let's have a look at a typical function in a typical workflow extension inside a typical workflow assembly...

CRM workflows can be used to do simple calculations. I have come across many users who are not aware of this feature and thought it would be a good topic for a blog. In this example, the workflow is doing a simple calculation. Before you build this workflow, add an attribute called Weighted Revenue...

Today’s guest blogger is programmer and CRM aficionado Pablo Peralta . I frequently get this question: When should I write a plug-in in Microsoft Dynamics CRM versus a workflow ? This dilemma is faced whenever custom logic must be executed in a pre and/or post operation. Peter Hecke of Microsoft...

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 in a surprising number of ways. Let’s take the following...

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 is to tailor the application to fit your business...

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 confused users. This article explains in detail a...

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 very powerful workflow designer tools to create...

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 is based the Task activity, but you can perform...

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 was upgraded from 1.2 to 3.0 to 4.0.  Given...

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 not require writing code or custom workflows? If...

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 interface. The IWorkflowContext interface...

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 with a customer over the past month, they wanted...

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 that demonstrates how to assign the lead,...