Tag Archives: Workflow

Nurture Marketing with Microsoft Dynamics CRM 4.0

The idea, is to deliver regular content that addresses the interests of a prospect or customer and to time it to arrive where they might be interested in reading something about that. Nurture marketing is about delivering a predefined series … Continue reading

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New CRM 4.0 Workflow Courseware now available!

The long-awaited CRM 4.0 workflow course is now available!  80003A:  Workflow in Microsoft Dynamics CRM 4.0 is designed to give a non-technical one-day introduction to using the new CRM 4.0 workflow engine.  We’ve been waiting for this course with anticipation since both Mitch Milam and I had the privilege of contributing to the courseware as subject matter experts. This one-day course is the perfect way to jumpstart using CRM 4.0 workflow to automate manual processes within your organization.

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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

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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

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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

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CRM 4.0 Child Workflow to Send Complex E-mail

CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail.  CRM e-mail  templates only allow you to access data stored in a single entity.  However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.

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CRM 4.0 Pipeline Report and the Sales Process

I was working on the pipeline report today and trying to figure out how it’s affected by the sales process.  What wasn’t clear which how sales stages show up on the pipeline report.  To identify exactly how it works, I created a test sales process with two stages and then created several opportunities and walked them through the stages.

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