If the Document Lines are not appearing or appearing in the wrong columns in the workflow email, remove the Selected Fields from the message setup and re-add in order. For example, if the email lines look like this: Go to the Message Setup, and remove all of the Selected Fields from the box on the […]
The workflows within Dynamics CRM are a powerful tool to allow for non-programmatic activities to accomplish. The first approach is to plan out what the expectations are for the customer and then to have a detailed flow of the process. As with all processes, they are bound to change, but the more detail you have […]
Dynamics GP users may experience an issue with workflow emails not functioning. The Test Email will work, but the actual workflow does not initiate the email to an intended recipient. When sending the email, Dynamics GP relies on Active Directory account information. The Active Directory user maintenance screen must have an email address field entered […]