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 […]
Posts Tagged ‘Workflows’
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 […]
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 […]
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 […]
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 […]
Workflows in CRM 2011 are Great, Little Helpers
Workflows aren’t just for process automation. They’re a great tool that you can use to update multiple records at one time. Especially records that one cannot update with the Edit […]
Keep the Dialogue Going with Dynamics CRM
The November Service Update of Microsoft Dynamics CRM 2011 brought us dialogue capabilities. Dialogues are a new and efficient way to assist CRM users in data entry. Not only is […]
Processes, Workflows and Dialogues: How Microsoft Dynamics CRM Makes Running Your Business So Much Easier!
Customer Relationship Management (CRM) doesn’t start with CRM software. CRM is a business strategy which uses systems and processes to effectively manage interactions with customers, potential customers, and other contacts. […]
Enforce Consistency and Streamline Tasks with Prompt and Response Dialogs in Microsoft CRM 2011
The concept of Workflows in Microsoft Dynamics CRM 4.0 has been replaced by the term “Processes” in CRM 2011. Now there are two categories of Processes: 1) Workflows and 2) […]
The Best Option For Integrating and Migrating Data for Microsoft Dynamics CRM
For data migration and integration with Microsoft Dynamics CRM, the tool of choice is most likely going to be Scribe Software’s Insight product. For those of you who are familiar […]