Category Archives: Microsoft CRM Workflow

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

Check MS CRM Workflows Ownership to avoid The System Could Not Log You On Error


This is a common Workflow error I’d observed on many MS Dynamics CRM environments while trouble-shooting their workflows: The system could not log you on.  This could be because your user record or the business unit you belong to has … Continue reading

Posted in Best Practice, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , | 1 Comment

Workflow Error – This condition operator is not valid for this data type


I had encountered the following Microsoft Dynamics CRM 2011 Online Workflow error today: “This condition operator is not valid for this data type. Select a different condition operator and try again.” It looks like the “Check Condition” step is causing … Continue reading

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Troubleshooting | Tagged | 1 Comment

Workflow Scope and Security in Microsoft Dynamics CRM


I’d built numerous Microsoft CRM Workflows since Microsoft CRM v1.0.  In my mind – Microsoft CRM Workflow would be the ideal design approach to use if it can meet the automation requirement.  During a recent Microsoft CRM System Administrator training, I had … Continue reading

Posted in Microsoft CRM Workflow | 1 Comment