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Microsoft Dynamics CRM Workflows | The CRM Book. Microsoft Dynamics CRM workflows are an amazing tool. They allow for simple, or complex automation of tasks within Dynamics CRM that can make an incredible difference to an organization. Workflows provide further utility in that they often act as an alternative to building a custom plug-in. Elements of a Workflow Dynamics CRM workflows consist of a series of steps and rules that serve to automate a business process. A workflow can run on an out-of-box entity or a custom entity. In the above image, you can see the options available to start a workflow as an automatic process. Start when: Record is created- workflow will begin when a record is created within the selected entity. Start when: Record status changes- workflow will begin when a record status is changed within the selected entity.

Start when: Record is assigned- workflow will begin when a record is assigned to someone within the selected entity. This is the page that is displayed upon selecting the Start When: Record Fields Change. Customer Effective Blog. This blog is going to take a closer look at the Out of the Box (OOTB) codeless customization functionality of both Dynamics CRM and Salesforce.com. Why OOTB? Well of course in every implementation of software there is going to be some necessary customizations because every business is different; but what happens when the developers leave?

What can you do in each system without spending any more money? What happens when a new position is created, a policy or process changes, or if a department is reorganized? A business is a living and breathing thing. There are several business cases for wanting to customize your system. Let’s compare the two different systems in regards to these 3 simple and basic customization functions: - Customizing record forms: fields - Customizing record forms: Surfacing related records and data - Saving/Publishing your customizations First things first, let’s review the overall UI for record customizations: Screen for Account customizations So why is this so great?

Deleting things from a deployed CRM 2011 managed solution package - Gold Coast. DISCLAIMER: This is technically unsupported, but works. If that makes you cringe, then walk away. If you read it and think it will work for you, then make the decision that's best for you. Example scenarios: “I have a a field in an entity. After deploying a managed solution to production, we decided we don’t need that field any longer. I removed it from my development environment. When I deploy an updated version of managed solution in production, the old field is still there. “I renamed a web resource in development after already deploying it to production in a managed solution. This was something that stumped me when I started focusing on Dynamics CRM 2011. Let’s walk through this step by step. In my target org, I have already deployed the 1.0 managed solution that was exported from my dev org: If you want to try this out yourself, just import the 1.0 managed solution into your own CRM 2011 org.

Notice that it has a “delete me” field and web resource. Next, I updated the version to 1.1:

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Microsoft Dynamics CRM-2011 Overview. Customer Effective Blog. This blog is going to take a closer look at the Out of the Box (OOTB) codeless customization functionality of both Dynamics CRM and Salesforce.com. Why OOTB? Well of course in every implementation of software there is going to be some necessary customizations because every business is different; but what happens when the developers leave? What can you do in each system without spending any more money? What happens when a new position is created, a policy or process changes, or if a department is reorganized?

A business is a living and breathing thing. Your software should be able to support that. The reality is that businesses evolve and so do their needs. There are several business cases for wanting to customize your system. Let’s compare the two different systems in regards to these 3 simple and basic customization functions: - Customizing record forms: fields - Customizing record forms: Surfacing related records and data - Saving/Publishing your customizations So why is this so great?

Change Application Navigation Using the SiteMap. [Applies to: Microsoft Dynamics CRM 2011] The SiteMap is a node in the customizations.xml file of an exported unmanaged solution. You can edit the navigation options available with Microsoft Dynamics CRM by using security role privileges and by editing the SiteMap. This topic describes the types of changes that you can apply by editing the SiteMap.

For more information about the SiteMap, see Edit the Site Map. In This Topic Application Navigation An overview of the application navigation capabilities controlled by using the SiteMap, including how they are implemented in the web application and the Microsoft Dynamics CRM for Microsoft Office Outlook client. Configuration Options Available by Using the SiteMap Descriptions of commonly performed customizations that you can perform by using the SiteMap, including: Application Navigation The SiteMap provides the structure for navigation in Microsoft Dynamics CRM.

Web Application Navigation Pane Microsoft Dynamics CRM for Outlook Navigation See Also. Microsoft Dynamics CRM Sales Process - Microsoft Dynamics CRM Online Team Blog. A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater.

In Microsoft CRM v 3.0 the sales process functionality was displayed graphically on the Opportunity form (as shown below) with the ability to skip stages in the Actions menu. As CRM activities are completed or canceled (configurable) the sales process would continue and update the opportunity sales stage and probability accordingly (configurable). The "Sales Pipeline" report (as shown below) graphically displays all opportunities by sales stage. In Microsoft Dynamics CRM v 4.0, Windows Workflow Foundation has been incorporated into the core product to provide robust automation capabilities. The following screenshot provides an overview of how the sales process can be implemented in Microsoft Dynamics CRM v 4.0. Click here to download this sales process example. . - Eric Boocock. Dynamics CRM: Diving into the sales pipeline – Part 3 | Pedro Innecco.

In my previous post of this series we discussed how to apply our previously defined sales pipeline through the customisation of the Opportunity entity form. We went through the design of the Opportunity form, which included the addition of fields built-in fields which aren’t part of the default form, and we added some scripts for the calculation of our probability matrix. Important Update: This article series has been written before the release of Dynamics CRM 2011 Update Rollup 12 (also known as Polaris). You might continue to read the articles in this series, but it is strongly recommended that you read this addendum before performing any customisations suggested in the series. In this final post we will go through the creation of some workflows that will be part of our sales pipeline process.

Overview of the processes We are going to create three workflows for the Opportunity entity. So let’s start by adding the first workflow. Sales Process workflow Sales Process – Post Mortem workflow.