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Posts Tagged ‘Workflows’

La différence entre Microsoft Flow et les workflows du CRM

On a beaucoup entendu parler de « One Microsoft » ces dernières années, une refonte de la structure organisationnelle de Microsoft connectant tous les aspects de la compagnie. En décloisonnant ses départements et équipes, Microsoft cherche à augmenter la communication et la synergie à travers l’ensemble de son organisation. Microsoft offre maintenant aux entreprises les outils pour […]

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Microsoft Flow versus CRM Workflows: What’s the Difference?

We’ve heard a lot about “One Microsoft” these past few years, a restructuring of Microsoft’s organizational structure that connects together all aspects of the company. By eliminating silos between departments and teams, Microsoft sought to increase communication and synergy across its entire organization. It’s now offering organizations the tools they need to do the same: […]

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Utiliser des workflows pour optimiser vos processus d’affaires avec Microsoft Dynamics 365

Un des principaux avantages des plateformes Microsoft Dynamics 365 et Microsoft Dynamics CRM est qu’elles peuvent être facilement optimisées pour répondre à vos besoins d’affaires et s’adapter aux processus de votre entreprise. Une façon simple d’améliorer votre productivité est l’utilisation de workflows (flux de travail). Cette fonctionnalité permet de rationaliser vos processus d’affaires et d’améliorer […]

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Using Workflows to Optimize your Business Processes in Microsoft Dynamics 365

One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that they can be easily adapted to fit your business needs and optimized to match your organization’s processes. One simple way to improve productivity is through the use of workflows. This feature makes it easy to streamline your business […]

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It’s easier to create workflows in Dynamics 365 with the Visual Process Designer Feature

The third edition of our Blog Series on Dynamics 365 is here and today's topic is for the developers - the hard working consultants and customizers who work behind the scenes to ensure that your Dynamics 365 works smooth like butter. As a developer myself who frequently creates business process flows for my clients I have […]

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Milwaukee CRM Conference to Spotlight Dynamics CRM

If you are using (or evaluating) Microsoft Dynamics CRM and are available on October 22nd a trip to visit Miller Park Stadium in Milwaukee, Wisconsin is in order. No, sadly the Milwaukee Brewers season will be over and the excitement of MLB playoff baseball will not be in the air, but chants of C-R-M may occur […]

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Use a Better Solution to Connect Sales People to Customers

Sales professionals often employ different methods to manage their own leads and customer data, such as hand-crafted spreadsheets or specialty software.  However, with these different methods in place, it becomes difficult for you to see the continuity between following leads and nurturing customer relationships which can lead to lost revenue and some unhappy customers.  Bring […]

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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 […]

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Dynamics Workflows – Automating Recurring Invoices (Part 2)

Part 1 of Dynamics Workflows is an overview of the solution and short description of each of the workflow functions included in Dynamics Workflows (Read Here….). In Part 2 I demo a real-life business processes implemented with Dynamics Workflows and its associated Recurring Invoices CRM  solution. Organizations that provide periodic services to their customers need […]

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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 available with the out-of-the box workflow steps? This is where Dynamics Workflows helps businesses to design real life processes with functions to manipulate text, perform […]

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