Tip #501: Should you use the lead entity?

In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]

Tip #420: If your child workflow needs more than one entity

Gaytime Multipack

CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]

Tip #415: When deleting email enabled entities

error

If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]