A Work-Around for Using Multi-Select Option Sets in Workflows
I have been waiting forever for Microsoft to implement multi-select option sets (I’ll use MSOS going forward). When I was a CRM Admin at a
October 29, 2019
Tag: Workflow
Workflow’s in GP: How Do They Work?
Workflow 2.0 was something new that started in GP2013 R2, and although already available in this version, many users don’t know how it works and
November 16, 2016
Dynamics CRM Business Process Flow on ‘Lead Entity’ Mysteries
The issue which raised the need to explore the XAML features of the workflow (Business Process Flow) in CRM was the out-of-the-box BPF (Business Process
October 31, 2016
How to create Dynamics GP SmartList Workflow Reporting
Recently, I completed a GP 2015 R2 upgrade with Workflow setup for General Ledger, vendor and check batch approval. Microsoft has made changes to the
September 22, 2016
Using CRM Client Extensions in Your Server Side Plug-Ins and Custom Workflow Activities
If you’re a beginner, or maybe even somewhat experienced, CRM developer doing a server side plug-in, or in particular, a custom workflow activity for the
September 1, 2016
New Features in PaperSave 6.x
In this month’s blog, I wanted to highlight the new features available in PaperSave version 6.x. PaperSave 6 SP1 New Features IMPLEMENT DRAG & DROP
August 26, 2016
Taking Advantage of the PaperSave Worklow
In November of last year, I wrote a blog about a Document Management system called PaperSave. The PaperSave document management system captures and stores documents electronically from varying drop points, routes the document through a workflow, and can upload a document directly into Dynamics GP. At that time, PaperSave had recently introduced version 6.0 of their software, which provides additional functionality to the end user through Email drop points, browser based interfaces, and a full mobile solution for workflow routings.
April 23, 2015
