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From the Microsoft Dynamics CRM Blogs: Enabling business process flows; Metadata caching; Mail merge button; SharePoint Online doc management

by Linda Rosencrance
Contributing Writer, MSDW

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

  • How to Turn On Ready-to-Use Business Process Flows in Dynamics CRM 2013;
  • ‘Ghost' Web Resources & Client Metadata Caching;
  • Adding the Mail Merge Button Into Dynamics CRM 2013;
  • How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013):

How to Turn On Ready-to-Use Business Process Flows in Dynamics CRM 2013

Over at the PowerObjects blog, Joe CRM explains that Microsoft Dynamics CRM 2013 supports processes with four mechanisms: workflows, dialogs, actions, and business process flows. Business process flows are commonly used to define the steps in which users enter data to achieve an outcome. They are displayed at the top of a form as a process bar.

Joe says that you can create business process flows for 25 system entities, as well as any custom entity that has the Business Process Flow attribute enabled. But Joe cautions you to keep in mind that once you enable this attribute, you can't disable it.

The purpose of Joe's post is to share how you can install the "ready-to-use" business process flows to your CRM system. Once they have been added to the system, they can serve as a basis for creating custom business process flow definitions.

You can find out more here.

‘Ghost' Web Resources & Client Metadata Caching

When Scott Durow blogged about his CRM 2013 Start Menu solution recently, he said he would also write a blog about how it caches metadata on the client. This ...

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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.