By default, every new Contact that is created from an Account in Dynamics CRM will have its address mapped from the Account. This is by design to save time when entering new Accounts and Contacts into the MSCRM system. Every now and then, it is necessary to change or update Account/Contact [...]
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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 [...] This post is a sequel to a blog entry written late last year by my colleague Aki Rova. Click here to read more about it. As pointed out by my friend Aki on his post, there’s quite of an interest out there from our group of [...] Many times we would like to include an HTML link in an email notification sent to user. Sometimes we could just use ‘Regarding’ field of email, but this only works if user uses Outlook Client and even then, email tagging may take a while and ‘View Regarding’ button is not available when user actually reads [...] |
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