Tag Archives: workflows

How to Assign a Territory to a Lead in Dynamics CRM

Posted on May 17, 2013 by JoeCRM

In today’s blog we’ll take a peek at an extremely powerful tool in Dynamics CRM 2011: workflows. In particular, let’s look at a scenario: Alpha Company would like to use CRM to automatically sort their lead records for their sales

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Posted in Customizing

Assign Owner and Route to Queue Using a Dynamics CRM Custom Workflow

Posted on April 18, 2013 by JoeCRM

Greetings CRM’ers! Today we’re going to expand on a previous blog, Assign Owner and Route Case to Queue Using Workflow in Dynamics CRM. In this scenario, we need to assign a team as the owner of a record and route

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Posted in Customizing

How to Fix a CRM Workflow Stuck in “In Progress” State

Posted on March 28, 2013 by JoeCRM

As you learn about Workflows in Microsoft Dynamics CRM , you may encounter an issue where you find a workflow stuck in “In Progress”. You can see an example of this below. Sometimes these workflows might get processed after a

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Posted in Troubleshooting

Sending Emails via On-demand Workflows in Dynamics CRM

Posted on March 18, 2013 by JoeCRM

It’s important to set up “just enough” notification to users in Microsoft Dynamics CRM. Too much automatic notification can create an environment where no messages are taken seriously. We’ve talked about how useful Time and Condition-based Workflows can be for

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Posted in CRM 101, Customizing

Use SharePoint Workflows to create CRM 2011 / SharePoint Sub-Folders

Posted on March 5, 2013 by JoeCRM

Today we’ll describe a time-saving trick that automatically creates SharePoint sub-folders to be used in the integration with Microsoft Dynamics CRM. When configured to do so, Microsoft Dynamics CRM 2011 offers an integration with SharePoint that will create a folder

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Posted in Customizing

Using a Custom Entity to Track Status Changes in CRM 2011

Posted on February 28, 2013 by JoeCRM

Dear JoeCRM, I want to track the different phases/statuses of an opportunity, and I also need to be able to report on those changes. The auditing feature is very useful for many things, but it can’t be easily displayed in

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Posted in Customizing

Creating Daily Goals in Dynamics CRM 2011

Posted on February 1, 2013 by JoeCRM

Goals are one of the exciting features in Microsoft Dynamics CRM 2011. They can be created for a wide variety of purposes: from tracking progress on how many phone calls salespeople are completing over the month to measuring current customer

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Posted in CRM 101, Customizing

How to Calculate the Weighted Value of an Opportunity in CRM via Workflow

Posted on January 10, 2013 by JoeCRM

In Microsoft Dynamics CRM 2011 or 4.0, you can Add, Subtract, Multiply or Divide the values of 2 fields using a Workflow. Often times this is done using JavaScript but the step below will walk you through the process using

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Posted in Customizing

Switching from Salesforce.com to Microsoft Dynamics CRM: Process Automation

Posted on December 13, 2012 by JoeCRM

PowerObjects recently released a free eBook on making the switch from Salesforce.com to Microsoft Dynamics CRM. Keep in mind, this eBook isn’t a sales document with a feature comparison—instead, it’s intended for those who want to know what to expect

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Posted in CRM 101

Create Recursive or Scheduled Workflows in CRM

Posted on November 9, 2012 by JoeCRM

Workflows are a valuable tool within Microsoft Dynamics CRM. So what if you want to schedule workflows at a certain time, or execute a workflow every night, week, or month? This blog will show you how to create a recursive

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Posted in Customizing