GP Workflow Tip!

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,…

Dynamics CRM- Email Account Owner on new Case

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…

Microsoft Dynamics GP Workflow

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…