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Posts Tagged ‘Microsoft Dynamics CRM Workflows’

Using Workflow Alerts to Manage Projects in Dynamics CRM

How do you alert a team member that a project task has been assigned to them? Are you still sending email? Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM? When we do a Microsoft Dynamics CRM implementation it requires that we work together as team to […]

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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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Dynamics CRM Custom Workflows

Just the other day, I received an inquiry from a colleague in regard to running Microsoft Dynamics CRM custom workflows against all the child records of an entity. The entity in question was the opportunity and its children, product records. Another example might be automatically flagging all the contacts underneath an account as “sign up for […]

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