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Out of the box, Microsoft Dynamics CRM 4.0 does NOT send meeting requests for Appointments that are created from CRM. This is handled very well from Microsoft Outlook, so the best practices are to create your Appointment from Outlook and track it in CRM using the CRM toolbar.
However, on rare occasion, there is a [...] 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 [...] I want to make a quick post today to talk about building Microsoft Dynamics CRM systems. This robust platform makes it fast and easy to build a sales force automation system. You can build your custom processes leveraging workflows. You can do more robust features using Plugins and custom ASPX pages. Bottom-line Microsoft Dynamics CRM [...] |
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