Archive for the ‘Workflow’ Category

Back in the dark ages, like with CRM 3.0, we were often faced with writing .NET code to provide certain enhanced data manipulation capabilities as either Callouts or Workflow Assemblies.  CRM 4.0 totally changes that mind set - and as a solution developer, you really need to keep that in mind before you jump off […]

One of my current projects required that we have, more or less, an audit log for completion of tasks.  This can be easily accomplished using a CRM 4.0 workflow, using the following variables:

When the workflow is run, it will produce the following results:
 
In this particular case, we are actually creating a task, then setting […]

I have an article on the CRM Team Blog describing how to automate the sending of a welcome email to new CRM users using CRM 4.0 workflow.

I am becoming more and more impressed with the workflow capabilities of CRM 4.0.  I am finding that I can create workflows to automate minor tasks to enhance CRM's functionality or to correct what I consider to be "annoyances."
One of these involves the relationship between the Primary Contact for an Account and that Contact's Parent […]