Configure powerful workflows to use CRM in ways never-before possible with Workflow Elements, a free solution from Aiden Kaskela, Business Solutions MVP. With this easy to use tool you’ll be able to query for related records and embed them in an email (like an itemized receipt), use query results in logic branches, add a dynamic list of recipients to an email, email an attachment and more. Take advantage of workflows to configure solutions that used to require a code, letting you reduce implementation and maintenance cost, and empower your users instead of your partner.
Kaskela Solutions, Inc.
Aiden Kaskela is a Microsoft MVP in Business Solutions and founder and President of Kaskela Solutions. He's very active in the CRM community and is the publisher of Workflow Elements, a free tool to extend workflows to query for data.
Aiden began customizing and extending Dynamics CRM on version 3.0 back in 2006 and has been working with it ever since. In that time, he's worked with dozens of customers on large-scale, highly customized implementations (including Dynamic Communities, the parent group for CRMUG).
Thursday, October 12
1:15 PM – 2:15 PM