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Posts Tagged ‘CRM 2011 Workflow’

CRM Workflow: Email CRM Report as PDF Attachment

There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise CRM On-Premise Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email  report in PDF format, using SQL Server Reporting […]

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Sum up the Values in Fields of Child Records – Update the Total in Parent Entity – (Part 4)

Part 3 of Dynamics Workflows described how to run a workflow that automatically modifies invoice line item and insert text based on the current date or period. (Read here……..) In this post we will show how Dynamics Workflows Stats on The Fly function can sum up the values stored in records of child entity and […]

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Dynamics Workflows – Invoice Modify (Part 3)

Part 2 of Dynamics Workflows described CRM solution to automatically create recurring invoices in CRM, using CRM products and write-in products. (Read here……..) In this post we will show how to run a workflow that automatically modifies invoice line item and insert text based on the current date or period. As an example, consider a […]

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Dynamics Workflows – Automating Recurring Invoices (Part 2)

Part 1 of Dynamics Workflows is an overview of the solution and short description of each of the workflow functions included in Dynamics Workflows (Read Here….). In Part 2 I demo a real-life business processes implemented with Dynamics Workflows and its associated Recurring Invoices CRM  solution. Organizations that provide periodic services to their customers need […]

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Using the Bulk Deletion Process to Schedule Recurring Workflows

As a consultant at Ledgeview Partners, I see a lot of different scenarios and receive a lot of different requests from customers.  A common request that I receive is to schedule some process/task to occur on a regular basis.  For example, a task might be to remind the sales team to look at a report […]

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Creating Microsoft CRM 2011 Activity Feed Auto Posts with Workflow

I love the new activity feed functionality in Microsoft Dynamics CRM 2011 Update Rollup 5.  With a little bit of configuration, you can very easily create auto-posts for relevant system events or changes to records. Activity Feeds give users a way to follow records that are important to them, and by doing this, they see […]

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