Posts Tagged 'Workflow'
Check out all of the posts tagged with 'Workflow' below. If you still can't find what you are looking for, try using the search box.
Posted @ 2/28/2013 9:07 AM By Paul Boiano
In deployments with a decent amount of workflows that fire constantly (i.e., system jobs are spawned), the amount of records placed in the AsyncOperationBase table is quite impressive. However, when these system jobs complete (canceled or succeeded) they ...
Posted @ 1/31/2013 8:02 PM By Paul Boiano
Using Global Option sets in CRM 2011 can simplify the process of mapping option sets. But what if you have a local option set in one entity and a global option set in another? This blog explains how to map data from a local option set in ...
Posted @ 3/15/2012 2:55 PM By Geoff Ables
Have you finally gotten users to start creating contacts in CRM only to find out that they are often forgetting to associate them with an account? For B2B organizations, this can become a significant data quality issue. Most B2B organizations ...
Posted @ 1/8/2012 5:48 PM By Doug Allen
Every so often while working in SharePoint, you encounter a feature that has almost no documentation or you can’t find anyone with a similar issue. This happened to me when I was trying to configure a workflow to move a document set to a Records Center. A...
Posted @ 5/13/2011 8:30 AM By Amber Butler
On a recent Salesforce implementation, we identified a need to map a single lead field to two different fields - one on the contact and one on the opportunity.My initial thought was to create a trigger to fire on lead conversion that would populate the se...
Posted @ 2/23/2011 12:30 PM By Geoff Ables
Which clients should we focus more time on? Are there any clients that we should consider firing? How can we find new clients that look like our best current clients? Do we have clients that should be more profitable?
These are the questions that many ...
Posted @ 7/19/2010 12:48 PM By Geoff Ables
It's the week after Microsoft unveiled Dynamics CRM 2011 at the Worldwide partner conference and my head is still spinning from all of the great new features and strategic improvements that will be coming soon. Read on to learn about a small number o...
Posted @ 7/6/2010 9:45 AM By Geoff Ables
The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system.&...
Posted @ 5/26/2010 2:59 PM By Matt Wittemann
This article describes how to use the workflow in Microsoft Dynamics CRM 4.0 to trigger an action based on a date field in a CRM record.
Posted @ 3/8/2010 8:29 AM By Geoff Ables
Duplicate Detection is a great feature in Microsoft Dynamics CRM 4.0. But it can also be a pain. Do your users complain that whenever they convert a lead, they get a duplicate record alert when trying to save the contact - and the alert continues to...