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

 
 

Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


In CRM 4.0, in order to assign an item to a queue with a workflow , a user would add a step and use the "assign" feature and select the appropriate queue. In CRM 2011, it doesn't work the same way--you no longer use "Assign" to add items to queues. In order to route an […]

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Lots of the advice we hear about Convergence tends to revolve around planning prodigiously prior to the event.  I agree wholeheartedly with this concept.  There are so many things to do and see there that analyzing the agenda and the sessions, and organizing your own personalized schedule will generally result in a very productive and […]

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