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Dynamics CRM 4.0 "Happy Birthday via Workflow"

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Uploaded by on Sep 15, 2009

A practical demonstration of what you can do with the workflow component of Dynamics CRM 4.0 I demonstrate sending an automated Happy Birthday email to contacts that I only have to setup once and it works forever in the background. Think of the possibilities, the workflow capability of Dynamics CRM can be used to largely automate your sales and marketing efforts of your business. It is a very powerful tool that we use as the backbone of our business and you should too!

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  • Very nice, Dustin. In addition to this particular example, I'm going to create one on a contact's work anniversary.

  • this is such an interesting topic....is it possible that you could another demonostration with better sound quality please? I would love to learn how to do this!

    Thanks

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