Microsoft Dynamics 365 Blog

Adding CRM URLs to E-mail Messages Sent Via Workflow 

2 min read

One of the task that workflow proves very handy is in sending email reminders when tasks are due. To improve the user experience it will be great if we can send the link to the crm entity instance that is due in the email so that users can select the link and go directly to Read more

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Tapping into Microsoft CRM updates via workflow 

2 min read

Scenario: Nancy is Salesperson. She would like to log all changes that are made to the rating of a lead for future reference (e.g. à from warm to hot or warm to cold). Approach: In Workflow Manager, while creating a rule, if a user inserts a “wait for” condition for a specific attribute then it Read more

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Extending CRM Workflow with Echo functions 

7 min read

Scenarios: Echo functions are .NET assemblies that can be registered with CRM workflow service. Echo functions enable the user to declare some temporary variable inside a workflow definition. These temporary variables, then can be used to compare attribute values at certain time intervals (e.g. à between updates or every two hours). Some of the scenarios Read more

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Workflow Ideas for Microsoft CRM 

1 min read

So you have MS CRM installed and you are feeling pretty good. Make this jump! Add a workflow rule or two? I like to position the idea of workflow rules from a very simply perspective – “Consider Outlook Rules”. You get e-mail and you tell Outlook to put it in a folder for you automagically. Read more

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Big Deal Alerts 

1 min read

Scenario: Kevin works at Bikes Corp. as Sales Manager. Kevin wants to ensure that each time a large opportunity (let us say greater than 5 million dollars) is converted into sale, he gets notified. As Kevin spends most of his time working inside Outlook, he shall prefer to get an e-mail telling him the key Read more

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Simple Sales Process 

3 min read

Scenarioà   Bikes Corp has implemented MSCRM 3.0 in order to ensure profitable customer relationships and happy customers. Bikes Corp. sells all kind of bikes to institutional buyers like government, schools etc. Charlie is the owner of the business. Kevin is the sales manager and Nancy is the super salesperson.   Business Process à   Read more

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