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 …
Posts Tagged ‘Microsoft Dynamics CRM workflows and processes’
The BONUS Benefit of Microsoft Dynamics CRM is Workflow
There are many benefits when using customer relationship management (CRM) software like Microsoft Dynamics® CRM such as time savings, shortened sales cycles, and improved marketing results. Another significant benefit is …
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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 …
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How Microsoft Dynamics CRM Online Helped a Manufacturer Wake Up from a Spreadsheet Nightmare
Our client, a manufacturer in Michigan with multiple plants and multiple sales reps across the county, was living a spreadsheet nightmare. To manage their sales pipeline, they relied on a …
Processes (Formerly Workflows) in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 has expanded its workflow capability by adding interactive dialogs. These dialogs collect and process information using scripts which prompt users through each step in a process. Dialogs require user input to start and …
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