Tip #502: Who moved my activity

Workflow ownership

tl;dr When record ownership is important, use synchronous workflow that impersonates the caller. The Stop One of the signs of greatness professionalism is not to be afraid to ask questions, no matter how trivial or silly they might sound. Mitch “Only in Texas” Milam has the microphone: Q Hi Folks, This is such a basic […]

Tip #238: My workflow is my business

Workflow scope

Hey, everybody, Larry’s opportunity pipeline this month is again bigger than everyone else’s. Larry, what’s your secret? Larry, being somewhat softened by reasonable quantities of flavored C2H5OH, was more than happy to share his fortunes: It’s all about power of automatic workflows, my friends. See how I automatically increase opportunity value the moment it’s created? […]

Tip #237: When moving data, keep the record ID

When you are migrating data between two CRM environments, such as going from CRM On Premises to CRM Online, one of the best things you can do is move the record ID (GUID) of the records. This way, if you have a relationship or a lookup field that references another record, you will not have to do […]