Understanding the Purpose of a Workflow Defining Workflow in MS CRM So, first things first, let’s break down what a workflow actually is in the context of MS CRM. Whenever I think of a workflow, I picture a series of steps designed to streamline processes and keep things organized. In MS CRM, a workflow can […]
Hey there! So, you’ve decided to dive into writing plugins for Microsoft CRM, huh? That’s exciting! I remember when I first ventured into this realm—it was a little daunting at first, but trust me, once you get the hang of it, the possibilities are endless. In this article, we’re going to break this process down
Identifying Workflow Activities Understanding Workflow Activities So, let’s dive into the world of workflow activities (WFA). In any CRM system, like MS CRM, workflow activities are the building blocks that help track processes. They are those little nuggets that allow you to automate tasks based on triggers or conditions. Imagine you’ve created a case for