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How to Create a Post with Mentions using Workflow? 

Microsoft Dynamics CRM Activity Feeds solution is now released in the Dynamics Marketplace and ready to use with the latest Microsoft CRM update. The solution offers better ways to collaborate with in the organization and stay on top of business processes.  In this blog article, I will walk you through new capabilities introduced in Workflows...

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Microsoft Dynamics AX 2012 Workflow error: “Failed to find workflow version” 

Some time ago we run into strange problem when running Vendor add justification workflow (VendRequestNVJTemplate). After creating Vendor Request in Employee Service we can see it in Procurement and sourcing > Common > Vendor Requests > Vendor Requests Pending Approval where the request gets approved. The problem is that after approving the Vendor Request we...

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Microsoft Dynamincs AX 2009 Workflow: Notification message does not contain PO number 

We recently came across problem with Workflow notification message. We have set up template workflow for process Purchase requisition approval (PurchReqApproval). When purchase requisition gets approved the process should create automatically Purchase Order (setting parameter “Auto create purchase order” in Accounts payable > Setup > Parameters on tab Purchase requisition). For even Completed we set...

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Video: Create a simple workflow 

We’ve recently published a fairly in-depth how-to video on one of the Microsoft Dynamics CRM more powerful features: Creating a simple workflow (CRM users) and Creating a simple workflow (CRM Online users). . Workflows allow you to automate repetitive tasks that you perform regularly in CRM. You can set up your system to do a...

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Options: Plugin, Workflow or Dialog 

Our guest blogger today is Gonzalo Ruiz who is a CRM consultant for Avanade Canada. This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria...

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Microsoft Dynamics CRM Online Demonstration Kit 

The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit.  This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment. Scenarios Included in this Kit is more comprehensive data, Dashboards, Workflows and Dialogs illustrating core CRM capabilities in expanded scenarios.  Read...

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Welcome to the World of Dialogs – Part 2 

This post is in continuation to the previous introductory post on Dialogs Part I. In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data slugs, how to use them and also, how to use a data slug for Optionset values. This post also contains...

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Welcome to the World of Dialogs – Part 1 

The Dialog is a brand new feature built on top of Windows Workflow Foundation 4 in Microsoft CRM 2011. Before I delve into details of power, the Dialogs provide, this is important to let you know that now the Workflows and Dialogs are collectively known as Processes in Microsoft CRM 2011. In simple words a...

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Purchase Requisition Workflow in Dynamics AX 2009 fails with Stopped (error): Work item could not be created. Insufficient rights for user 

We recently had a couple of cases were in a Dynamics AX environment the Purchase Requisition Workflows would fail and the Workflow History showed the following status for these instances: Stopped (error): Work item could not be created. Insufficient rights for user <username>. The affected AX environments had a security configuration that was relying heavily...

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