Sunday, March 3, 2013

CRM 2011 Workflow Utilities released for CRM Online

You might know the CRM 2011 Workflow Utilities Codeplex project. The most popular request is now available: CRM Online support.

Today I have created a new release (v2.0.2.0) which now supports installing the solution in a CRM Online organization. Workflow utilities is a CRM solution that allows you to extend the CRM workflow design experience by providing the following custom workflow steps available directly from the CRM process designer.:

  • Delete record
  • Share or “unshare” a record
  • Insert hyperlink to a CRM record
  • Qualify lead (convert to account/contact/opportunity)
  • Bulk activate / deactivate records (no record count limit)

For more details on how to install and use the solution please visit the Codeplex site. Thanks for all the feedback received, enjoy!

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