How To Trigger | How To CRM

How To Trigger Another Workflow From A Workflow In Process Dynamics Crm

April 10, 2025

Understanding Workflows in Process Dynamics CRM What Are Workflows? When I first dove into the world of Process Dynamics CRM, I quickly realized that workflows are essentially automated processes. They’re like your personal assistant, taking care of repetitive tasks without you having to lift a finger. For example, when a new lead is added, a […]

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How To Trigger At A Certain Time Crm

January 23, 2025

Understanding Your CRM’s Capabilities Getting to Know Your Tools So the first step in my adventure with CRM systems was really diving into what they could do. It’s amazing how many features these platforms pack in! Each CRM has its own quirks, but some features pop up across the board—like automating tasks at specific times.