Monthly Archives: May 2012

Activity Feed – Auto Follow based on CRM Conditions via Workflow

Posted on May 28, 2012 by Frank Lee

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 Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged , , , | 2 Comments

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

Posted on May 6, 2012 by Frank Lee

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