What now, your marketing emails are ignored and trashed without reading? You are not alone then. If you search internets in attempt to increase open rate for your emails, you’ll find plenty of advice, typically in the form of “{Random integer between 4 and 10} tips to improve your open rates“. Tips usually revolve around […]
So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]
In Microsoft Dynamics CRM 2013, the Business Process Flow is a great way to keep track of where you are in your sales (or any other type of) process. There are also other methods, left over from previous versions of CRM, such as the Close Probability field and Sales Stage field. It can be tempting […]
Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]
Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]
One of the more powerful things that can be done with a dialog is querying data. You can query data in CRM to populate a picklist, and my favorite use of it is to query data and then base a conditional action on the record count. Consider this scenario: You sell to businesses, you have […]
In the new Business Process Flow functionality in CRM 2013, what if you want to have a bit field that must equal yes before the user can advance to the next process stage? When you add a new bit (two option) field with the default values and make it required, when the record is viewed, […]
Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]
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