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: Garbage Collector One of the difficulties in identifying duplicate Account records is that there is no consistency in the way users enter the Account Name field. […]
continue reading...Posts Tagged ‘Dynamics Workflows’
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 […]
continue reading...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 […]
continue reading...Business (Working) Hours Calculator for Microsoft Dynamics CRM
CRM workflows can add time (days and hours) to a date/time field. To create a task 4 hours from now, let's say: Friday 4:00PM, the calculated time is 8:00PM the same day, which is outside business hours ( Monday-Friday 8:00AM till 5:00PM). Adding 4 business (working) hours to Friday 4:00PM is actually, Monday 11:00AM. Moreover, […]
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