Dialog Power Tips: Run a Dialog from a Dashboard
November 20, 2011 - Unlike workflows, dialog processes have a form-based UI, and like other forms in Dynamics CRM, they can be accessed directly by a URL. Sometimes the best way to expose these to...
View ArticleCRM 2011 Dialogs: Drilling Down on Lookups
November 30, 2011 - When you're using the out of the box data import wizard to import 100,000+ records into Dynamics CRM, you have some spare time on your hands as the import status goes from parsing...
View ArticleCRM 2011 Dialogs: Should you use Query CRM Data, or Lookup?
November 30, 2011 - Now that we've got two ways of looking up records in dialog processes, how do you know which approach is better? Here's a short article with some guidance on that topic, as well as...
View ArticleRound-Robin Record Assignment with CRM 2011 Dialog Processes
December 12, 2011 - The Dynamics CRM literature is replete with articles about round-robin schemes to assign records. It turns out to be easier to implement processes like this with dialogs than with...
View ArticleTracking and Scoring User Activity
December 14, 2011 - Everybody agrees that user adoption is a good thing, and that high user adoption is a key measure of the overall success of a CRM implementation. But how can you measure "user...
View ArticleProfile and Survey Customers with CRM 2011 Dialog Processes
December 31, 2011 - One of the most obvious applications of dialog processes are scripted conversations. And one of the most obvious examples of a scripted conversation is a survey. Dialog processes...
View ArticleUser-Configurable Service Level Agreements
April 24, 2012 - This article describes how to use a custom entity to store information regarding service level agreements, and how to use a workflow to populate a case with information for a specific...
View ArticleCRMUG Summit 2012 Wrap-Up
October 24, 2012, Chevy Chase MD – A week ago, as I was leaving the Washington State Convention Center and CRMUG Summit 2012, I started on my CRMUG Summit 2012 Wrap-Up. I didn’t quite finish it before...
View ArticleSecurity for CRM 2011 Automatic Processes
December 6, 2012 – I just finished a presentation at the December meeting of the CRMUG Midwest chapter, and I was asked a couple questions about security for CRM 2011 workflow and dialog processes. I...
View ArticleSecurity for CRM 2011 On-Demand Processes
December 6, 2012 – Here’s article 2 of my 2-part mini-series on security for CRM 2011 processes. Article 1 was on security for automatic processes; this one – on-demand processes – applies to both...
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