Business process flow automation in Dynamics 365

Applies to: Dynamics 365 For the Fall 2016 release of Dynamics 365, we made big changes to the business process flow infrastructure. A business process flow definition is now represented as an entity and an instance of a process is stored as a record within that entity. Each record is associated with a data record…


Sending encrypted workflow notification emails

Does business require to send encrypted workflow notification emails in synch with your company’s security requirements? The following steps describe how to do it using CRM Online and Office 365. Office 365 Message Encryption requires the Azure Rights Management service. Once you have a subscription to this service, you can activate it as described in…


How to Execute a Workflow from a Ribbon Button and Control when the Button is Enabled

I just published a new technical article for developers titled Asynchronous Ribbon Enable Rules and Executing Workflows from the Ribbon with Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. This article describes the scenario where a ribbon control, in this case a button, can be used to execute a workflow. That by itself is…


Using “Weighted BANT” Lead Qualification process with Microsoft Dynamics CRM

I found this blog article on Weighted BANT. I wanted to try implementing it with Dynamics CRM. Here’s how it worked out. With zero code, I created this in a few hours using the scoring assumptions below. How are you using BANT or other lead qualification methods with Dynamics CRM? I started with the scoring assumptions….


How to Create a Post with Mentions using Workflow?

Microsoft Dynamics CRM Activity Feeds solution is now released in the Dynamics Marketplace and ready to use with the latest Microsoft CRM update. The solution offers better ways to collaborate with in the organization and stay on top of business processes.  In this blog article, I will walk you through new capabilities introduced in Workflows…


Video: Create a simple workflow

We’ve recently published a fairly in-depth how-to video on one of the Microsoft Dynamics CRM more powerful features: Creating a simple workflow (CRM users) and Creating a simple workflow (CRM Online users). . Workflows allow you to automate repetitive tasks that you perform regularly in CRM. You can set up your system to do a…


Options: Plugin, Workflow or Dialog

Our guest blogger today is Gonzalo Ruiz who is a CRM consultant for Avanade Canada. This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria…


Microsoft Dynamics CRM Online Demonstration Kit

The Microsoft Dynamics CRM Product Management team is happy to announce the availability of the Microsoft Dynamics CRM Online Demonstration Kit.  This Kit was optimized to facilitate a stand-alone Microsoft Dynamics CRM Online environment. Scenarios Included in this Kit is more comprehensive data, Dashboards, Workflows and Dialogs illustrating core CRM capabilities in expanded scenarios.  Read…


Dialogs: Multiple tasks in one shot – Firing Asynchronous Workflows through Dialogs

This post provides a step by step guide on how to make use of Asynchronous Workflows through Dialogs (Interactive Workflows) depending on user responses and requirements. Here we will fire a system job (Asynchronous Workflow) by using the “Start Child Workflow” step in the Dialog Designer of Microsoft Dynamics CRM 2011. Before we start authoring…


Welcome to the World of Dialogs – Part 2

This post is in continuation to the previous introductory post on Dialogs Part I. In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data slugs, how to use them and also, how to use a data slug for Optionset values. This post also contains…