Skip to content
Dynamics 365 Blog

Sending email via workflow as different user 

One of the very common customer ask regarding emails and workflow is how to send emails from workflow where the “from” field is set to some one other than the owner of the workflow rules. Two simple scenarios could be: a) When a contact is created an automated thank you email should be sent from an...

Read more

Automatically updating Microsoft CRM records using Workflow 

You do not always have to use scripts to automatically perform updates on your CRM records.  The Microsoft Dynamics CRM Workflow Manager allows you to check for conditions using the “wait” function to determine when a record should automatically be updated.  This can be quite useful if you have business rules that specify how a...

Read more

Purging old instances of workflow in Microsoft CRM 

CRM by default does not provide a good story for purging old workflow process instances and other workflow tables at regular basis. As the system ages and if there are multiple looping rules present in the system, you will hit a time when workflow rules will start failing due to SQL timeouts. The way out...

Read more

CRM Workflow Services Explained 

While specific workflows get most of the attention in blogs, it is “workflow service” that enables all the work that workflows do. Workflow service runs on CRM server box in the background. Knowledge about the scope of this work can be useful to system administrators in order to resolve some issues. Here is a list...

Read more

Adding CRM URLs to E-mail Messages Sent Via Workflow 

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

Tapping into Microsoft CRM updates via workflow 

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

Extending CRM Workflow with Echo functions 

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

Workflow Ideas for Microsoft CRM 

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

Big Deal Alerts 

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

Simple Sales Process 

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