In previous posts we demonstrated how to use Dynamics workflows to sum up values in fields of child records (https://www.crmsoftwareblog.com/2014/07/sum-values-fields-child-records-update-total-parent-entity-part-4/)
In this post I will demo three new workflows:
One of the difficulties in identifying duplicate Account records is that there is no consistency in the way users enter the Account Name field. There is mix use of letters and words like: Corp, and, &, + , - , LTD, limited, Associates, Association and ( ).
Some CRM users enter company and contact names, with all letters in uppercase or lowercase. This can be an issue in mail merge when addressing customers in formal emails or letters.
Garbage Collector function in Dynamics Workflows removes all these unrequired letters and words, removes extra spaces between words, and converts the text in the field to uppercase, lowercase, title case or sentence case.
The workflow has two steps. The first step is to input workflow parameters and the second step is to update the record with the Result returned from Garbage Collector.
Workflow function to automate the steps required to resolve cases automatically. In the Input Properties screen, select how you want the case to be resolved.
Workflow function to create random numbers.
In the Input Properties screen, select the format of the random number
Download free trial version of Dynamics Workflows:
by DNN Integration Dynamics CRM