From the CRM Blogs: Fine Tune CRM Workflows; Insert an Inline Toolbar & Buttons; Add Images to Email Templates

Tips to Help Fine Tune CRM Workflows: From guest blogger Donna Edwards at the Microsoft Dynamics CRM Team Blog: “In working through some optimization on a CRM server, I thought it would be a good idea to check the running System Jobs. This particular CRM installation was upgraded from 1.2 to 3.0 to 4.0. Given that, I knew there were a few workflows that needed a face lift… there were several thousand jobs running in various states... I was able to go through the workflows and re-design with them to behave more intelligently and better handle some of the data anomalies and scenarios that they would encounter.”

How to Insert an Inline Toolbar and Buttons in CRM: CRM 4.0 Unleashed posts a simple and effective way of adding inline toolbar buttons at the section level: “This is especially useful when creating complex data entry forms like designers and wizards that require multi-step / section oriented logic. It is also much more simple to add a button to the form than going through the entire isv.config process. Adding an inline toolbar to the form is pretty simple and involves two steps.”