Moved: New Blog Site
http://mscrmonline.wordpress.com/
See you all there.
Frank Lee
Microsoft Dynamics CRM MVP since 2006
Microsoft CRM How To Articles, Project Stories, Training Books, Programming Sample Codes, Expert Tips, Best Practices, Tutorials, Whitepapers, News, Overviews, etc.
5. If you have very limited IT resources/budget, then BCM may be more appropriate - it is part of Microsoft Office!
4. The Email To field needs to make out to members of the Sales Management Team; this is not possible using templates
To achieve the above via the out of box Workflow Manager, you can use the following undocumented syntax within any Workflow Rule Activity type definitions:
&[object name].[schema field name];
example>> &lead.companyname;
Just insert this anywhere in the definition.
The area that does not seem to work is in:
1. The Sales Process/Sales Process template definition (under Workflow Opportunity object).
2. Cannot retrieve the Picklist or Boolean field type display value
Enjoy and please comment!
Frank Lee
Workopia, Inc.
1. DMF is faster than Scribe since Scribe uses 100% Microsoft CRM SDK to access and manipulate the Microsoft CRM data, how much faster? – I don't know, never benchmark it yet. So, on large data migration volume with millions and millions of records, the speed of DMF maybe of an advantage
2. DMF is not Graphical and thus require more "training", requires more SQL knowledge (not a bad thing for Complex Data Migration projects)
3. DMF is "FREE", well, included with your Microsoft CRM license anyway
Inside MS-CRM by Mike Miller.
Frank
http://www.workopia.com