Monthly Archives: May 2008

MS CRM 4.0 Workflow won’t publish after deleting an attribute.

Bitp Tags: MS CRM 4.0, Workflow Mitch Milam and I were working on this problem together. I had removed a series of custom attributes from the Opportunity entity and we could no longer publish some of the workflows associated with … Continue reading

Posted in Workarounds & fixes | Tagged | 4 Comments

CRM 4.0 Sales Process workflow observations and best practices.

There are several attributes in the opportunity entity which are used to relate the sales process stages, the opportunity form, and the sales pipeline report. The Pipeline Phase “stepname” attribute is used to communicate the stage in the sales process … Continue reading

Posted in CRM, CRM 4.0, Training | Tagged , | Leave a comment

Microsoft CRM 4.0 workflow stage example (upgraded from CRM 3.0)

Upgrading workflows can only happen as part of upgrading an entire CRM deployment. So if you have a lot of workflows you need to make sure they’re all in the deployment before you perform the 3.0 to 4.0 upgrade. (To … Continue reading

Posted in CRM 4.0, Intermediate | Tagged | Leave a comment

Using a recursive CRM 4.0 child workflow to simulate a ‘DO Loop’

One problem I’ve run across is that Microsoft CRM 4.0 workflows do not allow you to loop. So if you have any kind of recurring process, you have to be creative to make it work. A common issue that I … Continue reading

Posted in CRM 4.0, Customization | Tagged | Leave a comment