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Thursday, April 10, 2008 7:46 AM

Using Workflow to Maintain an Audit Log

Today we welcome back guest blogger Guy Riddle , a long time CRM MVP who shares his insight with us. Out of the box, Microsoft CRM provides some basic record audit information – who & when created a record and who & when it was last updated by.
Posted by crmblog | 4 Comments
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Tuesday, February 19, 2008 7:33 AM

E-mail to Case/Lead Using CRM 4 Workflow

A frequently asked question is about converting an incoming email into a case (or a lead). If you open an email activity, it has actions to convert it into a case or a lead or opportunity. More commonly, there is a need to automate this process. In this
Posted by crmblog | 8 Comments
Friday, January 11, 2008 8:26 AM

Part 2: Happy Birthday via Workflow using Custom Workflow Activity

In Part 1 of this two part blog series, I discussed how to Send E-mail to contacts on annual basis, based on a Custom Attribute that is updated with Client-Side scripting. There is another way to accomplish the same goal using a Custom Workflow Activity
Posted by crmblog | 9 Comments
Tuesday, January 08, 2008 8:36 AM

Part 1: Happy Birthday via Workflow using Client-Side Scripting

If you are like me, then you probably enjoy being wished a happy birthday. The birthday congratulations usually take the form of an e-mail or a phone call. If the business tries to does this for every customer, it can become unmanageable. Enter Workflow.
Posted by crmblog | 8 Comments
Thursday, October 18, 2007 6:11 AM

Workflow rule to flag neglected cases …

It has been 9 months since I last blogged on the CRM blog. All this time I have been working on the Titan features unrelated to workflow. Very recently I was pulled in to get some workflow bugs done and also to provide my insight to the CRM 3.0 to Titan
Posted by crmblog | 2 Comments
Friday, September 28, 2007 9:42 AM

Leverage the Power of Windows Workflow Foundation with Microsoft Dynamics CRM 3.0

This month I am pleased to introduce Jeremy Hofmann, a former colleague from Crowe Chizek ( http://www.crowecrm.com) . Jeremy is a Manager in Crowe’s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North
Posted by crmblog | 1 Comments
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Friday, January 05, 2007 9:43 AM

Ending all running workflow instances when an entity instance is closed

One of the important aspects of workflow rule designing is to ensure that the rule instances finish after nicely when the work is done. Let’s take a simple scenario, a business want to send an email to the owner of an account if the account’s credit limit
Posted by crmblog | 3 Comments
Tuesday, December 12, 2006 9:52 AM

Controlling scope of “Apply rules”

One of the limitations of the existing workflow design is that it does not give the flexibility, to the administrators or the workflow rule designer, to fine tune the scope of apply rule dialog. I.e. ability to define who can and apply the workflow rules.
Posted by crmblog | 1 Comments
Monday, November 27, 2006 8:37 AM

Notifying contact’s owner about incoming e-mails

One of the best attribute of Microsoft Dynamics CRM is its extensibility. You can define workflow rules to automate certain processes and you can also add custom assemblies if the built-in functionality would not fulfill your requirements. I ran into
Posted by crmblog | 1 Comments
Wednesday, November 15, 2006 10:04 AM

Sending email via workflow as different user

One of the very common customer ask regarding emails and workflow is how to send emails from workflow where the “from” field is set to some one other than the owner of the workflow rules. Two simple scenarios could be: a) When a contact is created an
Posted by crmblog | 13 Comments
Thursday, October 26, 2006 7:27 AM

Automatically updating Microsoft CRM records using Workflow

You do not always have to use scripts to automatically perform updates on your CRM records. The Microsoft Dynamics CRM Workflow Manager allows you to check for conditions using the “wait” function to determine when a record should automatically be updated.
Posted by crmblog | 7 Comments
Tuesday, October 24, 2006 5:17 PM

Purging old instances of workflow in Microsoft CRM

CRM by default does not provide a good story for purging old workflow process instances and other workflow tables at regular basis. As the system ages and if there are multiple looping rules present in the system, you will hit a time when workflow rules
Posted by crmblog | 3 Comments
Friday, October 13, 2006 1:44 PM

CRM Workflow Services Explained

While specific workflows get most of the attention in blogs, it is “workflow service” that enables all the work that workflows do. Workflow service runs on CRM server box in the background. Knowledge about the scope of this work can be useful to system
Posted by crmblog | 0 Comments
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Wednesday, October 04, 2006 7:26 AM

Adding CRM URLs to E-mail Messages Sent Via Workflow

One of the task that workflow proves very handy is in sending email reminders when tasks are due. To improve the user experience it will be great if we can send the link to the crm entity instance that is due in the email so that users can select the
Posted by crmblog | 12 Comments
Thursday, August 24, 2006 3:44 PM

Tapping into Microsoft CRM updates via workflow

Scenario: Nancy is Salesperson. She would like to log all changes that are made to the rating of a lead for future reference (e.g. à from warm to hot or warm to cold). Approach: In Workflow Manager, while creating a rule, if a user inserts a “wait for”
Posted by crmblog | 5 Comments
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