The powerful and user-friendly workflow solution in Microsoft Dynamics CRM can be leveraged to easily build relatively straightforward business processes. However, when business processes become more ...

Advanced Find is a foundation skill in Dynamics CRM, and it comes in handy in pretty much every aspect of using, configuring and customizing the platform. Locating records, maintaining marketing lists ...

Making certain that business processes are executed consistently and rapidly is an ongoing challenge for any organization. But as some Microsoft Dynamics CRM 4.0 customers have learned, the real art ...

A workflow can wait for something to happen. For example, a business process might wait until a record’s status changes, or until it gets reassigned. In cases like these, a workflow with a Wait ...

Many businesses today find that their CRM marketing automation setups are failing. They’re allocating the required budget, but their audiences simply aren’t opening the sequences they send out. Closer ...

Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement CRM software successfully.