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Implementation & Customization Microsoft CRM 3.0 Workflow

August 14, 2007
It is a good idea to check your workflow tables occasionally to make sure that they match what appears in the workflow monitor.  For instance, you may find only a few rules in the workflow monitor that appear to be running and then check the database to find it shows a few thousand.  It is also a good idea to purge the workflow on a recurring basis which should be determined by your organizations use of the workflow engine.  This is an AS IS WITHOUT WARRANTY article on removing inactive entries from your workflow instance process log on the database.  THIS IS AN UNSUPPORTED METHOD.

Microsoft CRM Workflow to create a service activity from a case.....this will require some reconfiguration but can be reused to create your own assembly, callable from the workflow manager, to automatically create a new service activity.  There is also a callout within the callouts section that keeps the service activity synchronized based on changes to the Case (Incident) and uses the postupdate routine.

 

A simple workflow example for users that are new to Microsoft CRM 3.0 workflow enging....this rules walks through how to create a workflow rule on the account entity for adding a new task to send the customer welcome kit.

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