Posts Tagged ‘Microsoft Dynamics CRM workflows and processes’

Dynamics Objects's Logo 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 […]

Rimrock Corporation 's Logo 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 […]

Ledgeview Partners 's Logo 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 […]

The TM Group's Logo 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 […]

InterDyn BMI's Logo 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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