Comparison: Using Workflows vs. JavaScript vs. Plugins in Dynamics CRM
May 28, 2013

There are three ways to automate actions in Microsoft Dynamics CRM: workflows, JavaScript, or plugins. In this blog we will discuss the difference between them and how to choose which

How to Assign a Territory to a Lead in Dynamics CRM
May 17, 2013

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

Assign Owner and Route to Queue Using a Dynamics CRM Custom Workflow
April 18, 2013

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

Simplifying Data Entry with a Multi-entity Dialog in Dynamics CRM
April 15, 2013

It’s very common in certain types of sales for reps to spend a good portion of their time making calls or visiting prospects. In this case, the data entry needs

Creating a Contact with a Basic CRM 2011 Dialog
March 19, 2013

Want to learn how to create a prompt and response dialog in Microsoft Dynamics CRM? Then you’re in luck, because today we’ll walk you through how to use a dialog

Sending Emails via On-demand Workflows in Dynamics CRM
March 18, 2013

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

How to Save Time by Making a Repeatable Dialog in CRM 2011
January 17, 2013

Dialogs in Dynamics CRM 2011 provide a way to allow users to collect and process information using step-by-step scripts. They are typically run for one record at a time, as

Switching from to Microsoft Dynamics CRM: Process Automation
December 13, 2012

PowerObjects recently released a free eBook on making the switch from to Microsoft Dynamics CRM. Keep in mind, this eBook isn’t a sales document with a feature comparison—instead, it’s

Create Recursive or Scheduled Workflows in CRM
November 9, 2012

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?

Multiple Waiting Workflows when Wait Conditions and Timeouts Are Triggered on Field Change
November 6, 2012

Hopefully you’ve read our blog about Time and Condition Based Workflows in CRM 2011. Now, have you ever set up a workflow that was triggered from a field change and

Workflows: Comparing Values Via a Dynamics CRM Check Condition
November 1, 2012

Workflows are a great way to help automate your sales process. You can assign records, create records, update records, email notifications and much more! One of the great things about

Create a Workflow in CRM to Alert a Record’s Owner When an Activity/Note Is Added
October 23, 2012

If you would like to create a workflow in CRM 2011 that alerts the owner of an Account when an activity or note created by another user is added to