Updated solution for scheduling recurring Dynamics CRM workflows

About three years ago I released an open source Dynamics CRM solution for scheduling and executing recurring workflows. My solution would execute a FetchXML query to return a set of records and then start a workflow for each of those records without requiring any external processes or tools. This is »

Working with key-value pair data inside Microsoft Dynamics CRM workflows – part 2

In my last post I discussed how key-value pair data can be used to store configuration-related items in Microsoft Dynamics CRM, and I also showed a design for an entity to store key-value pair data. In today's post I will show how to retrieve and consume the data inside a »

Working with key-value pair data inside Microsoft Dynamics CRM workflows

Dynamics CRM workflows are a great way to enable business processes, and with the real-time capabilities introduced in CRM 2013 they can replace plug-ins in many scenarios. One significant drawback that workflows do have, though, is they lack the ability to easily retrieve and work with data from inside Dynamics »

A Data Snapshot Framework for Dynamics CRM

Although Dynamics CRM offers several different ways to report on data stored in the system, there is no out-of-the-box mechanism for reporting on how data changes over time. That is to say, while you can easily report on how many active accounts are owned by a particular sales rep today, »

Creating a dynamic dialog launcher menu for Dynamics CRM (FetchXML style)

Last month I wrote a post about how to create a web resource dialog "launcher" that you can embed in a CRM form (both classic and updated modes) with JavaScript and an OData query. In today's post, I will show how to do the same thing using a FetchXML query. »

Scheduling recurring Dynamics CRM workflows with FetchXML

In today's post I will show how to set up a recurring process in Dynamics CRM that executes a FetchXML query to return a set of records and then starts a workflow for each of those records without requiring any external processes or tools. This is a generalized approach to »

Creating a dynamic dialog launcher menu for Dynamics CRM

I love Dynamics CRM dialogs. In fact, I think they are one of the best features of CRM 2011. What I don't like about dialogs is how the user has to run them when working with a entity record. On a "classic" mode form, the user has to go to »

Sending SMS messages and making robocalls from Dynamics CRM

In this post I will show how to send SMS messages and make automated phone calls from Dynamics CRM using Tropo, a cloud voice and SMS messaging API. Tropo is not the only player in this space, but I think it has the best set of features, and it's completely »