ZOHO CRM – Version 2016 – Where is the record history? Blog Post
Two “Record History” changes in the 2016 version: LAST ITEMS VIEWED BUTTON:The new location of the ‘last items’ button (the one that gives you clickable links to the last 10…
Salesforce.com – Using Process Builder for Norifications (Part 3) Blog Post
At this point, we’ll now jump to the process builder to finalize our process. There’s a lot in here and we’re only doing a brief process. As you work with…
Salesforce.com – The Process Builder Pros and Cons (Part 1) Blog Post
The tips for this month will be all based off of the new Process Builder of Salesforce that adds a whole new element to workflow in Salesforce. Before you were…
Salesforce.com – Using Process Builder and Creating an Email Alert (Part 2) Blog Post
To show how the process builder works as opposed to the standard workflows, we will create a notification or “email alert”. However, unlike the standard workflow, you have to create…
MSCRM – Quick Way to Reopen an Activity Blog Post
Last month I posted about creating workflows to re-open activities. This month I’m writing about a quick and dirty way to do the same thing but using JavaScript. 1. Open…
MSCRM – CRM for Outlook & Firewalls Blog Post
A client recently came to me with a problem where they could not login to MS Dynamics CRM via Outlook. I discovered that they had a network firewall enabled so…
MSCRM – Change Biz Process on Existing Opportunities Blog Post
If you create a new business process for your opportunities in CRM, the records that already exist do not update automatically. It may appear that you have to update each…
MSCRM – Recurring Tasks Blog Post
Do you have specific tasks that you do on a regular basis and would like to automate their creation? MSCRM doesn’t have the capability to do this out-of-the-box but with…
