August 27, 2011 – Here’s a short article on how to use Process Templates to make copies of workflows or dialogs. Making the copy is easy — making it do something useful is the harder part. Enjoy!

August 23, 2011 – In a previous article I showed how a custom dialog process can substitute for the standard lead conversion process. Here’s an example of a related topic: using a custom dialog process to substitute for the out of the box case resolution process. Enjoy!

August 22, 2011 – Multiple forms per entity are an important new feature in Dynamics CRM 2011. You can target them to specific security roles, so users see the version of the form they need to see. But…you can only target them to security roles for the root business unit, which raises a challenge for “departemental forms” scenarios. Here’s a solution.

I’m excited to be presenting at the second Extreme CRM show, in Las Vegas from October 2nd through the 5th. This year I assisted my colleagues Ray Beste of Sikkich and Matt Parks of Avanade in coming up with the sessions and the speaker selection process, so I can say with some confidence that it’s [...]

August 4, 2011 – Variables are an important new construct available only in CRM 2011 dialog processes, and store values during the life of a process. They’re good for calculated fields, running sums and the like. In Installment 9 of the serialized version of my upcoming book, I describe how they work and present a highly scientific method of using them to score an opportunity record. Enjoy!

August 2, 2011 – One reason to call a child dialog is to let a user do the same thing again: that’s recursion, and I explained that in Installment #7. Another reason is reuse: call the same child process from several different parent processes. And that, my friend, is the topic of Installment #8 of my upcoming book, Building Business Processes in Dynamics CRM 2011.

August 1, 2011 – Recursive dialogs are simpler than recursive workflows, which probably accounts for why Installment 7 from my upcoming book (Building Business Processes in Dynamics CRM 2011) is so short. I also include a link to a video. Enjoy!