Tag process

Features, Tips

Creating recurring goals with some workflow magic

Goal management is one of those features in Microsoft Dynamics CRM 2011 that has a relatively high barrier for utilization. The initial thought of measuring the business results of your organization through a built-in mechanism in your CRM system resonates…

October 25, 2012
CRM 2011 customization goal management process reports solution workflow

Miscellaneous

Making use of Dynamics CRM process automation capabilities

You shouldn’t use Dynamics CRM only for storing and presenting data entered by users, otherwise you’re really missing out on much of the capabilities that a CRM system has to offer. Sure, the immediate need for a CRM system will…

August 19, 2012
customization dialog process workflow

Features, News and events

Dynamics CRM Fall 2012 “Refresh” UI first impressions

Last year the Microsoft Word Partner Conference gave us a first look at the Activity Feeds solution and other R7 feature enhancements. This year in WPC 2012 we got a taste of things to come in Dynamics CRM on not…

July 13, 2012
Browser form process R8 R9 releases UI wpc