Article

From the Microsoft Dynamics CRM Blogs: CRM 2013 field rules; Non-English MoCA; Managing roles; Activity Feed filters; Financial services template

by Linda Rosencrance
Contributing Writer, MSDW

A selection of the latest insight from the Dynamics CRM blogs:

  • Enforcing Business Process Flow Fields with Real-time Workflows;
  • Mobile Client App (MoCA) on Non-English CRM 2013;
  • Managing CRM User Roles Programmatically;
  • With CRM 2013, You Can Create or Filter Activities Right in the Activity Feed (no flipping screens);
  • Financial Services Business Process Template

Enforcing Business Process Flow Fields with Real-time Workflows

On his Surviving CRM blog, Jukka Niiranen says the new Business Process Flows in CRM 2013 offer the possibility of setting fields in a stage as required. He says it's a nice advancement over the previous platform functionality that only let you set fields as business required per entity, and in a new post he explores uses of the new mechanism.

Jukka had previously demonstrated the new capabilities that Microsoft Dynamics CRM 2013 has introduced for workflow processes: showing error messages with real-time workflows.

In that post, he covered examples of record assignment, merging duplicate accounts and stopping unwanted updates in the Mobile Express client. In this post, Niiranen takes a look at how the error message feature can be used to manage the sales process on opportunity records.

"Now we can dynamically control the stage at which we will require the user to input the information onto a form. It's very typical that a user wouldn't yet have much details available about a sales opportunity when first entering the information into the CRM system, so it makes total sense to not ask too many questions initially.

"After ...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access
Business Process Mgmt CRM 2013 Dynamics CRM Financial Services Mobile Applications Security
About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

More about Linda Rosencrance