Handling exceptions is an important part of any development effort. In the past few months, I’ve run across several instances where exceptions are not being properly handled in custom workflow activities. Normally, this doesn’t actually cause issues with the workflows in which the custom workflow activities are being used: The workflow step will fail with […]
Continue readingIntroduction In case you didn’t know, it is a very bad practice to allow users to create contacts for employees of your company, using their company email address. It causes resolution issues when CRM attempts to automatically associate an inbound email with a person within CRM. If you have a CRM User with dummy@mycompany.com and […]
Continue readingOver the years I have found it very helpful to categorize the workflows for my own projects or customer’s by adding a prefix to the workflow name. Typically the prefix describes the job function or even company department which helps you group workflows visually on the screen. Here is an example: This technique can be […]
Continue readingIf you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow is based the Task activity, but you can perform the same process on other activities as well. The workflow will execute when the record’s status changes. Here is a quick picture […]
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