Dynamics CRM Tag

Dynamics CRM Complex Workflows gives you a lot of flexibility in automating your internal business processes. I use Dynamics CRM workflows in my daily work, for marketing, and as part of our automated systems, www.myGPcloud.com and www.goERPcloud.com. For my daily work, CRM workflows help me keep on top of open opportunities that I'm...

CRM 2011 Importing Data allows you to easily get data into your CRM system. You can import a wide variety of record types into CRM. Usually I import Accounts and Contacts for various reason. I import contacts and accounts for people we meet at various Microsoft...

If you're not using workflows in Dynamics CRM, you should. They're easy to create and can be a real time-saver. Plus they can help you maintain consistent business policies. I use CRM workflows for all types of things, e.g. lead nurture programs, scheduled followups, values updates. You...