Open Microsoft Dynamics CRM in Application mode

Tool Tip: Open CRM Application in browser window without menu and command bars

go to:

Administation - > System Settings
Select Customization Tab and check box the value of

Open Microsoft dynamics CRM in Application mode = true

very usefull for CRM 2011.

Thanks,
Rami Heleg

Create WF in CRM 2011

Hi,

  Example of Create a Workflow in CRM 2011.

  the target of this example is to create task after create a new contact record.

1. Go to solution section and select default section.

2.  Select Process ( Workflow area)

3. Create a new Workflow and use Blank Process.

4. Give Process name and define to invoke Worklow  when create a new Contact record.

5. Add Workflow step to create task when workflow is running.

6. Save the workflow template and publish the Workflow.

7. Define Task details when creating from workflow.

8. Publish the workflow ( create a new contact - create a new task)

9. Create a new contact and after save the contact the WF running via Async service and create te task.

10. result: new task created via WF.

thanks,

Rami Heleg