By Kristen O'Connor in CRM 2011, Dynamics CRM, Process Flow, Workflow on Thursday, March 15th, 2012
The incorporation of Process Automation is an extremely valuable addition to your current business processes. By utilizing workflow processes and dialogs in combination with your current Dynamics CRM database, you have the ability to save time, money, and effort by automating manual steps currently performed by your Dynamics CRM Users. Read the rest of this entry »
By Kristen O'Connor in Advanced Find, Best Practices, Dynamics CRM, Process Flow on Wednesday, November 2nd, 2011
I recently had a request from a client who wanted to see, in Advanced Find, all waiting workflow System Jobs that were associated to a specific subset of Lead record that had a related Phone Call Activity in a Closed state AND had a certain field not filled out. The client wants to cancel the workflow jobs in bulk that are waiting in association with already Closed Phone Calls. Read the rest of this entry »
By Kristen O'Connor in Dynamics CRM, Process Flow, Shortcut on Friday, March 11th, 2011
The 4.0 version of CRM does not give you the ability to, in a straightforward manner, convert Leads in bulk. The widespread knowledge is that you have to convert them one by one. However, there is a workaround…
This would be through Marketing Lists – it’s a way to exploit the features of the Marketing Lists functionality, without using the Marketing Lists to “market” per se. And there’s another plus – no plug-ins or custom development work required! Read the rest of this entry »
