Sending PowerPage invites in Dynamics 365 can be a time-consuming task, especially if you need to send a large number of invitations to different contacts. However, by using a …
Posts Tagged ‘Workflow’
Moving to Flows from D365 Custom Plugins
If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background workflows. While …
Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way
A requirement to integrate customer relationship management (CRM) and enterprise resource planning (ERP) systems is common here at BKD, and the conversation rarely starts with technology. The reasons vary, but …
Integrate CRM and ERP the Better, Simpler, Code-lite and Codeless Way Read More »
Clone Pro- Clone Records with Workflow! (Recurring Cloning)
With Clone pro, users can set up what to clone including the cloning of related entities, like products, when cloning invoice. Now you can clone with Workflow! Consider the need …
Clone Pro- Clone Records with Workflow! (Recurring Cloning) Read More »
Dynamics Workflows - Solution Overview (Part 1)
Microsoft Dynamics CRM comes with set of workflows to perform most of the basic processes businesses need. What happens when you wish to perform a workflow task that is not …
My First CRM 2011 Workflow
I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it …
