It can be overwhelming when getting started using workflows and other processes in Dynamics 365. So let's start by breaking down the types of processes that are available and how you might use these. When creating a Process from the Settings -> Processes area you have 4 options: Action - An Action is a set … Continue reading Processes: Types of Processes in Microsoft Dynamics 365
Tag: Workflows
July 2017 Blog Review
To get started, Microsoft released a new Dynamics 365 Documentation site. This makes sure all the training and information you need is front and center. Also check out Ledgeview Partners Overview of the site.Ledgeview Partners also posted on Planning for CRM Success: 4 Key Characteristics of a Successful Project. This talks about the important areas … Continue reading July 2017 Blog Review
March 2017 Blog Review
Let's jump right in and catch up on all the CRM News and Training that has been floating around this month!PowerObjects shared several great how to articles:Creating a Bookmark that Shows the Schema Name for a CRM Field - this allows you to quickly click a favorite and change all the display names on a form … Continue reading March 2017 Blog Review
January 2017 Blog Review
Welcome back to another exciting year with Microsoft Dynamics CRM!I hope all of you are already involved in your local CRM User Group. For those in the DC, Maryland, Virginia area please check out the groups in Richmond, Reston and Chevy Chase (DC). At the DC Chapter, we have scheduled all of our 2017 meetings … Continue reading January 2017 Blog Review
November 2016 Blog Review
Before everyone runs off for Thanksgiving, we can take a few moments to be thankful for all the CRM blogs in the world and the knowledge that they bring us. I am so thankful for CRMUG and how much I have learned over the years. This past year I was stretched and presented in webinars … Continue reading November 2016 Blog Review
CRMUG Summit 2016 Recap
CRM MVPs at the Medic booth just hanging out with CRMUGDCAnother awesome year of CRMUG Summit has come and gone. It was a great event!If you attended, be sure to download the slides from the Summit Community. If you did not attend, be on the lookout for the "Best of Summit" Webinar series open to … Continue reading CRMUG Summit 2016 Recap
October 2016 Blog Review
October has been a very busy month for CRM. We have had the announcement for Dynamics 365 and of course CRMUG Summit (my recap coming soon, see Sonoma's right now). Let's jump right in to all the blogs that have been flying around throughout the month.Ledgeview Partners showed us how to create mappings in Auto-Populate … Continue reading October 2016 Blog Review
September 2016 Blog Review
One of the big events of September was Microsoft Ignite. There are lots of highlight blogs available for you to check out or you can even watch the recordings of the key sessions. I did not watch all the sessions but I particularly enjoyed this Demo of HoloLens with Lowes. So many amazing possibilities in … Continue reading September 2016 Blog Review
July 2016 Blog Review
Let's catch up on the CRM blogs of the lovely month of July.For those who love to pursue certifications - check out Hosk's overview of Tips on Passing the MB2-712 Customizations and Config exam.Ledgeview Partners shared a quick tip on Removing an Entity from Quick Create in Dynamics CRM. Remember that Activity types cannot be … Continue reading July 2016 Blog Review
June 2016 Blog Review
Clearly summer schedules got the best of me this year. So let's quickly get caught up on all the CRM news.I always recommend you stay up to date with CRM Tip of the Day, here are a few to start with: Don't give users and teams the same role - spoiler alert: this can cause unexpected … Continue reading June 2016 Blog Review