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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.


Posts Tagged ‘Workflows’

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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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 button, you know, up there in that ribbon. This past week, I was running CRM Lead reports around certain events. With the out-of-the-box CRM fields […]

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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 the entire process customizable but it can help managers ensure that they are getting accurate and helpful information.  What might you use it for, you […]

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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. An effective CRM strategy largely comes down to well designed, well implemented, and well run customer facing business processes. In theory, you don’t need software […]

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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) Dialogs, and both are intended to automate key business processes. Workflows and Dialogs can help automate just a few steps or multiple layers of business […]

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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 with the tool, you know it is very powerful because its CRM Adapter does everything for you in terms of keeping data integrity in the CRM database. In […]

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