Tip #156: Why doesn’t my real time workflow do anything?

So you create a real-time (synchronous) workflow, and when you test it out, it doesn’t do anything. Say you have a workflow that should fire when an opportunity status is changed to “Won,” but you close an opportunity as “won,” and nothing happens, and there are no errors. Most likely, you have the workflow definition […]

Tip #151: What happens if you don’t install the SP1 updates?

After your organization is updated to SP1/CRM Online Spring ’14 update, platform enhancements and bug fixes are enabled, but the new customer service features and the new service management area in the Settings menu are not enabled until you go to Settings–>Administration and click “install product updates.” So what if you don’t use Cases and Queues? Do you need […]

Tip #149: If you are missing the “Service Management” link after upgrading to SP1

After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]