CRM Software Logo

A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 
Dianna Davis - Dynamics Objects

Dynamics Workflows – Solution Overview (Part 1)

Email | Print

Microsoft Dynamics CRM comes with set of workflows to perform most of the basic processes businesses need. What happens when you wish to perform a workflow task that is not available with the out-of-the box workflow steps? This is where Dynamics Workflows helps businesses to design real life processes with functions to manipulate text, perform math functions, dates, stats-on-the-fly (the ability to perform maths and stats over many records related to parent entities), and much more. Actually, the programmers at Dynamics Objects are committed to providing you with any practical workflow you need, at no extra cost over the current price offered on Dynamics Objects website (www.DynamicsObjects.com), which is US$290 (per organization).

Dynamics Workflows is imported to Dynamics CRM 2011 and CRM2013, as CRM Solution. A fully functional solution can be downloaded for trial purposes. Other solutions that are either based on Dynamics Workflows functionality or provided as samples of how to create real-life processes can also be downloaded from same location.

http://www.dynamicsobjects.com/DynamicsWorkflows.aspx
Dynamics Workflows solution includes the following workflow functions:

Text Functions - joins two text strings, find and replace one text with another, right and left trim of text.

Math Functions - calculates the sum, multiplication, division, and difference of two fields of a record. Convert one field type to another.

Date Functions - finds the difference between 2 days or a date and today's date. Convert date to day of the week, the month, and the year. The workflow also extracts the time from date/time field and converts to decimal format.

Stats-On-The-Fly – calculates the sum, total number of records, average, median, minimum and maximum value of a field for group of records filtered using Roll-up Queries. The calculated results are displayed on the screen using synchronous workflow (available in CRM 2013) or updated in the record. Implemented whenever you need to perform maths calculations on a series of child records and save the results in the parent record.

Business Hours - calculates the number of Business Hours between two date/time fields or calculates a due date by adding Business Hours to a date/time field. Business Hours are calculated based on selected Service Template and CRM Business Closure Days.

Conversion Functions – converts the number that represents day of the week or month of the year into day and month names and vice versa. Converts a string like “3-6” to a period “March-June”

Invoice Modify – Think of an automated system that creates CRM invoices but does not provide details related to the time the invoice is created, such as month or period of time. With Invoice Modify an invoice line item like: “Cleaning Services” will be modified to “Cleaning Services for March” or “Cleaning Services for January-April”

Invoice Create – automatically create recurring invoices with write in line items or with existing products.

In next posts we will demonstrate how to implement the following Dynamics Workflows based solutions to create practical business processes:

Solution: Add Service Level Agreement to CRM

Solution: Automate Recurring Invoices

Solution: Create follow-up Appointment based on Business Hours

Solution: Count Activities related to Opportunity / Case

Solution: Update parent entity with number of records and math results performed on child records

byDynamics Objects

Dynamics-Object-logo

Ask This Expert a Question / Leave a Comment

 

 
 
Show Buttons
Hide Buttons