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

by Jared Berezin
published October 23, 2009

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.”

...

Requires FREE Membership to View

Login
Become a Member Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more, and it’s all FREE. You’ll also receive periodic email newsletters with the latest relevant articles and content updates.
About Jared Berezin
Jared Berezin serves as a contributing writer to MSDynamicsWorld.com. With combined interests in technology and science, Jared previously served as a writer for Dana-Farber Cancer Institute, drafting scientific narrative reports on the latest advancements in cancer research. Jared has also served as associate marketing specialist for International Data Corporation (IDC), a market research firm. In this position, he planned and executed strategic marketing initiatives for IDC's software and services research programs, and wrote outbound communications to the press, existing clients, and prospects. Jared also has experience working for several local newspapers in eastern Massachusetts. Jared graduated with honors from Colby College with a BA in English and creative writing.

Read full bio...

minivan