Rose Business Solutions Dynamics CRM

We are making a lot of use of the workflow functionality in CRM for  www.mygpcloud.com

We are using it to distribute a substantial amount of content for new users to assist them in getting Dynamics GP up and running effectively and quickly.

I used these workflow step types several times within the workflows:

• Wait Condition
• Check Condition
• Send E-mail

I set up a workflow based on the Contact record. 

I used the Wait Condition steps to space out messaging over a period spanning 30 days. 

I used the Check Condition step to make sure the Account record to which the Contact was associated was a prospect or customer.  Because we also have partners in the CRM database, I didn’t want to send them the end-user messaging.

I used the Send E-mail steps to send specific messages to end-users.  I decided to use e-mail templates instead of just e-mails so I could modify the e-mail message content without having to stop and restart the workflow.  Because the workflow spans 30 days, stopping and starting the workflows would cause havoc with our objective to nicely send helpful information to our new users.

I created this vide to show how I did it: http://www.youtube.com/watch?v=GT6LQOQyXtk