Custom workflow activities for performing the following tasks in workflow process steps:
- Query for a table (and produce the output for an email message, for example)
- Query for a single value
- Query for a list
- Format date and time
- Get date parts
- Add/subtract date and time
- Retrieve workflow metadata
Tagged with: crm2011
Posted in Tools
Toggle the CRM entity form tab state from a Command Bar button.
Manage the Plug-in Step secure/unsecure configuration for multiple steps in bulk. Read more details about the performance impact.
Design, generate and distribute documents with dynamic contents from CRM, associate documents with CRM records, track opens and views, enable electronic signature and approval workflow via the PandaDoc cloud service.
“Opportunity Scoring for Dynamics CRM is a template architecture and predictive service addition to Dynamics that computes a probability of success for each sales opportunity in the sales pipeline.”
Re-assign or delete the saved views of other users by using this utility that allows system administrators to impersonate the personal view owner in CRM 2016.