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Browsing All Posts filed under »workflow«
CRM 2011 – How to copy a workflow
Today I needed to make a few workflows which were very similar to one I had already created. I looked around CRM but I couldn’t see any copy functionality or a sneaky save as in the workflow (which you can do with lists). I searched for the problem and there were a few blog posts […]
CRM 2011 – How to update hidden fields with a workflow
July 23, 2012
Workflows in CRM 2011 can only update fields which are visible on the form, if you create an entity update you are only allowed to pick the visible fields. So what do you do if you want to update a hidden field? Go to the form, make the field/section visible. Save and publish the form […]
CRM 2011 – The difference between a plugin and a workflow
June 14, 2011
I was asked recently the difference between a plugin and a workflow and when it was best to use either. At the time I was asked my mind went blank and I wasn’t sure. In my mind they are both similar, so I set out to find out what the difference was. The main difference […]
CRM 2011 – How to Schedule Recurring Workflows in CRM 2011
May 24, 2011
Gonzalo Ruiz has recently been writing some excellent CRM blog entries and he has just written another fantastic blog entry Scheduling recurring workflows in CRM On Richard Knudson’s blog he said that two of his most popular blog entries ever were based on creating a scheduled workflow in CRM 4. So it was with interest […]
CRM 2011 – Visual Studio Plugin Templates
April 27, 2011
Excellent blog post from someone who sounds like Pob but is actually Pogo69, he may have an unusual name but his blog is excellent. he has published some Visual Studio templates for CRM 2011 and you can read about it here Here are the links and installations instructions from his blog The Templates Custom Workflow […]
CRM 2011 – Custom Workflow Syntax changes from CRM 4 to CRM 2011
April 8, 2011
I am always interested in articles describing the differences between developing in CRM 4 and CRM 2011. This is a common problem I have and it actually works both ways. To start with I was trying to convert code examples in Javascript and Plugins from CRM 4 to CRM 2011 and finding that we use […]
How to create a repeating schedule workflow rule
February 11, 2011
I saw this blog post today by Yaniv Arditi, what I really liked about the solution was how simple and elegant it was. It also used the functionaility in CRM, it reminds you about how useful and powerful workflows are. I have put this on my blog so I can find this again because I’m […]
CRM 2011 – Processes what are they?
January 13, 2011
I was doing some work in CRM 2011 and then I wanted to do a workflow. I go to the customerization menu and I can’t find workflows. You have to wonder why Microsoft constantly keeping not only changing the name of things but also moving them around. You sometimes wonder if they go out of […]
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About the Hosk
I'm a Dynamics CRM Developer - Consultant based in Birmingham, UK.
Certifications
CRM 4.0 Applications
CRM 4.0 Customization and Configuration
CRM 4.0 Installation and Deployment
CRM 4.0 Extending Microsoft Dynamics
November 7, 2012
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