Microsoft Dynamics CRM 2011 Workflow Based Approval Process implementation – Part 1

August 30, 2011

Microsoft Dynamics CRM 2011 Workflow Based Approval Process implementation – Part 1 In this and in the following two posts I will address the common problem of implementing an Approval process using Microsoft Dynamics CRM. While this post will describe the business scenario and problem, the next posts will suggest a possible solution and an actual implementation. You are welcomed to add your take on the problem or the solution.  Business Scenario In many business applications an Approval process is required. Approval process often involves different users with different business roles...
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Microsoft Dynamics CRM Online Out Of The Box

August 27, 2011

Microsoft Dynamics CRM Online Out Of The Box I recently gave a webcast for Microsoft Israel on the subject of Microsoft Dynamics CRM Online customization features. I described and demonstrated customization tools that do not require development skills, such as form customization, Report Wizard, Workflow etc. The webcast was given in Hebrew and the recording can be viewed  here.
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Microsoft Dynamics CRM 4.0 View Records Filtering

August 14, 2011

Microsoft Dynamics CRM 4.0 View Records Filtering In Microsoft Dynamics CRM 4.0 views, you can sort records by clicking the column header. Did you know you can also filter records? I didn’t know, until last week, and this is quite embarrassing for me… It turns out that after sorting a view column by clicking the column header (and by this, selecting the column), clicking a letter in the letters index at the bottom of the grid will filter the view records which values in the selected...
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Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011

August 12, 2011

Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011 In Microsoft Dynamics CRM 2011 data can be exported to Excel file. This feature can be used to update CRM data externally and then import back while updating the matching CRM records. When exporting data to Excel, select the ‘Static worksheet option’ and check the ‘Make this data available for re-importing’ checkbox.   Off course, the re-importing functionality relies on the CRM records GUIDs to uniquely identify each CRM records that requires an update. But when you open...
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