We are pleased to present below all posts tagged with 'workflow'. If you still can't find what you are looking for, try using the search box.
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.
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 pop up on all future saves? Good news - there is a pretty simple fix for this problem.
Read on for more information on this issue and how to fix it.
Oftentimes, you will want to copy an existing Microsoft CRM workflow. You might want to create a similar workflow with a few minor changes. Or, you might have a workflow that is "in production" and you need to make some changes to it - but you don't want the current workflow to be unavailable while you're making changes. But CRM doesn't provide a way to copy a workflow - this entry explains a quick and simple way to copy a workflow in Microsoft Dynamics CRM 4.0.
[Read the full entry for the "how to"]
We implemented a workflow that was frequently failing with a message stating "the text entered exceeds the maximum length." Fortunately, the fix was fairly easy.
[Read the full entry for more information]
We seem to regulary run into clients who like the idea of converting a Lead into an Account, Contact and Opportunity - but they would also like to be able to convert backwards into a Lead again.
Why? Well, maybe someone in the Lead Management group qualified the lead, but when they passed it along to Sales, they could not longer get in touch with the lead. The options are: (1) make Sales work it until they can get back in touch, (2) train Lead Management to work with Accounts, Contacts and Opportunties, (3) forget about it (which most of them do), or (4) re-create the entire record as a Lead again.
But now there is another alternative (read the full story for the rest)...
It is true, a completed task cannot be modified with workflow. For some custom billing functionality, we needed to modify an attribute on a task, after it had been completed. Although I knew workflow could not modify it, I thought I had read where a plug in can handle this with no problem. Well, no, a plug in cannot modify a completed task either. What were we to do?
A coworker, who can’t stand to be told “it cannot be done”, found a solution for us… usin ...
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