Category Archives: CRM Design

Activity Feed – Auto Follow based on CRM Conditions via Workflow


The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool.  Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage … Continue reading

Posted in Activity Feed, Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged , , , | 1 Comment

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011


Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

Caution: Opportunity Track to Contact–What If Contact Join another Company (Account)?


I had an interesting Microsoft Dynamics CRM Online design review with a client today.  The client is with a Business to Business (B2B) Chemical Testing and Analysis Lab and they are tracking their Microsoft CRM Opportunities “Potential Customer” to the … Continue reading

Posted in CRM 2011, CRM Design, CRM Online, Microsoft CRM, Microsoft Dynamics CRM | Tagged , , , | Leave a comment