Set Ticket Aging in Dynamics CRM
March 11, 2014

When using Microsoft Dynamic CRM, sometimes it’s necessary to perform certain operations based on Aging. A very common scenario would be in the handling of customer service tickets. For example,

How to Use Microsoft Dynamics CRM Workflow Templates
December 27, 2013

In Microsoft Dynamics CRM, you can reuse the same workflow steps in multiple workflows without recreating them. This is done by creating a workflow template and then using the template

Retrieving Data from a Related Entity with Real-Time Workflows in CRM 2013
November 25, 2013

Historically in Microsoft Dynamics CRM, when you create a new record within the context of a parent record, the mapping controls what data is populated from the parent. For example,

Background Process Navigation for Accounts and Contacts in CRM 2013
November 11, 2013

When viewing account or contact records, you may sometimes find it useful to view background processes such as workflows. In Microsoft Dynamics CRM 2011, it’s easy to  view workflow history

Are You Missing Completed Workflows in CRM 2011?
September 10, 2013

Workflows are a powerful tool that CRM users utilize to create records, update records, send emails and much more. With a recent update to Microsoft Dynamics CRM, a new option

Send an Email Notification When Adding a Note to a Case in CRM
August 21, 2013

Workflows are a great way for achieving automation in Microsoft Dynamics CRM. PowerObjects has published numerous blogs already on various tips and tricks for using workflows in CRM. To add

Importing and Updating Records in Microsoft Dynamics CRM
August 1, 2013

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to

Running an On-demand Workflow in Dynamics CRM for More than 250 Records
July 30, 2013

While implementing a CRM solution, you might run into a situation where you need to run a complex on-demand workflow in Dynamics CRM on lot of records—say, more than 1000.

How to Fix Workflows Stuck in Waiting in CRM 2011
June 5, 2013

After applying Update Rollup 10, 11, 12 or 13 to Microsoft Dynamics CRM, you may see an issue where workflows that contain a step to send an email get stuck

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