Add functionality to Dynamics CRM OOB Workflows.
The solution includes the following additional workflow functions:
Text Functions - joins two text strings, find and replace one text with another, right and left trim of text.
Math Functions - calculates the sum, multiplication, division, and difference of two fields of a record. Convert one field type to another.
Date Functions - finds the difference between 2 days or a date and today's date. Convert date to day of the week, the month and the year. The workflow also extracts the time from date / time field and convert to decimal format.
Stats-On-The-Fly – calculates the sum, total number of records, average, median, minimum and maximum value of a field for group of records filtered using Roll-up Queries. The calculated results are displayed on the screen using synchronous workflow (available in CRM 2013) or updated in the record. Implemented whenever you need to perform maths calculations on serious of child records and save the results in the parent record.
Business Hours - calculates the number of Business Hours between two date/time fields or calculate a due date by adding Business Hours to a date/time field.
Conversion Functions – converts the number that represents day of the week or month of the year into day and month names and vice versa. Converts a string like “3-6” to a period “March-June”
Invoice Modify – Think of an automated system that creates CRM invoices but do not provide details related to the time the invoice is created, such as month or period of time. With Invoice Modify an invoice line item like: “Cleaning Services” with be modified to “Cleaning Services for March” or “Cleaning Services for January-April”
Invoice Create – automatically create recurring invoices with write in line items or with existing products.
Email Report as PDF Attachment - Schedule an automated Email with Report attached as PDF file, to the Email (for CRM on premise only)
There's so much that can be done with Dynamics CRM workflows, to streamline the way you work, that we are offering Dynamics Workflows with FREE setup and customization at no extra cost!
Here are some of the processes we tailored for customers. If you don’t find the exact match to your own business process, we will create this extra functionality at no additional cost to you!
Please submit your request using below form.