Define Your Goals Understanding the Purpose When I first dove into creating workflows in Dynamics CRM, I quickly realized that defining clear goals was crucial. What exactly do I want to achieve with this workflow? Whether it’s automating notifications or managing tasks, knowing the end goal shapes the entire process. Ask yourself what problems you’re […]
Hey there! Today, I want to dive deep into a pretty cool topic that can really spice up your Dynamics CRM experience. Ever found yourself needing a random and unique number for your leads or records and thought, “There has to be an easier way!”? Well, you’re in luck! I’ve got you covered with this
Understanding Synchronous Workflows What Is a Synchronous Workflow? When I first started working with Dynamics CRM, one of the concepts that clicked for me was the idea of synchronous workflows. These workflows are executed in real-time and are handled immediately, providing instant feedback to the end-user. In contrast to asynchronous workflows, which can run in