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Today I’ll be writing about another small workflow utility our team has developed that I think is really handy. Sending reports via pdf is native sql server functionality, however, it currently requires a sql report services administrator to schedule the report and this is all done outside of crm. Our team has developed a workflow [...] Hello I get the CRMlady’s newsletter from time to time – Anne always has great info and great advice! You can signup to recieve her email here http://www.crmlady.com/ We work with clients all the time doing sales and marketing automation projects, but always have a tough time letting people know about the benefits of using CRM and [...] |
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