Importing Data from Salesforce.com to Microsoft Dynamics CRM Online – Part 2
Welcome back, to the second part in series of Importing data from Salesfore.com. In this post I will take you deeper into the mapping details of the two Salesforce.com maps, which I introduced in my...
View ArticleMicrosoft Dynamics CRM Email and Snail Mail Activities
Today I’d like to highlight an approach to handling the mass distribution of email and letter activities in Microsoft Dynamics CRM. This is a strategy you can use when you have the need to distribute...
View ArticlePlug-ins vs. Workflows in Microsoft Dynamics CRM
I frequently get this question: When should I write a plug-in in Microsoft Dynamics CRM versus a workflow ? This dilemma is faced whenever custom logic must be executed in a pre and/or post operation....
View ArticleMicrosoft Dynamics CRM Resource Center Redux
The Microsoft Dynamics CRM Resource Center for 4.0 and Online has become a very popular place to find information. The following tables highlight the top videos for CRM Online and CRM On Premises last...
View ArticleTip o’ the Day: Quick Codeless Auditing Tool
The workflows in Microsoft Dynamics CRM 4.0 are very powerful. Here is an example of an auditing tool which can be implemented without code, without additional attributes or additional entities and if...
View ArticleWhat makes you a valuable CRM talent?
This keeps coming up in many places, so I decided to write up my thoughts in one place. I read a lot of resumes, I hire people for our company, I know a lot of people in this industry. Today,...
View ArticleUsing Microsoft Dynamics CRM to do Simple Calculations
CRM workflows can be used to do simple calculations. I have come across many users who are not aware of this feature and thought it would be a good topic for a blog. In this example, the workflow is...
View ArticleThe Last Workflow Extension I’ll Ever Need
It’s been a while since I’ve posted anything juicy. But today’s idea is too good not to share it. Let’s have a look at a typical function in a typical workflow extension inside a typical workflow...
View ArticleUsing Formulae in Dialogs: Example Lead Scoring
When using Microsoft Dynamics CRM have you ever wondered how to create and use formulae in Dialogs? Yes this is possible using two features supported in Dialog Processes: Variables and Assign Value...
View ArticleMicrosoft Dynamics CRM: Workflow Authoring Best Practices
The Microsoft Dynamics CRM workflow engine provides powerful functionality for implementing custom business logic in a CRM deployment. However, it also lends itself to complex problems and design...
View ArticleQueues in Microsoft Dynamics CRM 2011
Queues in Microsoft Dynamics CRM 2011 What is a queue? The analog predecessor to the Queues in Microsoft Dynamics CRM 2011 was the incoming and outgoing box on an employee’s desk. When someone has a...
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