CRM 2013 came not only with a new user interface and experience, but also with some cool new tricks and tools. One of those new features is the ability to create Real-Time (or Synchronous) Workflows.
Before, you had to either create a technical process using custom OData calls and jScript, or trigger a workflow then close the record and reopen or refresh it. But now with real-time workflows, you can very easily build processes that trigger actions in “real-time,” all within the familiar workflow builder for Dynamics CRM.
In this example we’ll show you a simple way you could use a real-time workflow to update information on the opportunity with data that is stored on the related account record. The record auto saves and triggers the workflow and the new data auto-loads into the topic field without having to manually refresh or reload.
Where to start?
Workflows are managed under Processes, within the Settings Area of CRM.
Create a new Process just like you would a normal (in background) workflow.
Here’s the trick. Before you click OK and set up your workflow, you’ll want to make sure you have unchecked the box which defaults the workflow to run in the background.
After that, you’ll notice there are some new options to configure. Depending on when and how you want the workflow to trigger, you can set the scope and the start preferences.
Another thing to take into consideration is the user that the workflow runs under. You can definitely set it to run as the person triggering it, and there are some advantages to that, but if you are dealing with an update that requires permissions beyond what the triggering user may have, you will run into issues. So it depends on what you want to accomplish in your actions and the users that would be triggering it.
In this example, our basic action is to run an update on the opportunity record and set the topic to include the account number from the related account.
And after you save and (activate) the workflow you can go test it out.
We have an opportunity. We add the account. And either a manual save, or the auto save in CRM 2013 triggers the workflow.
Resulting in an updated topic, without having to manually refresh or reload the record.
If you have an existing workflow that runs as a background process and you want to convert it to a synchronous process, that’s easy too.
You can use the Convert button on the top of the workflow editor:
What will you use real-time workflows for?
Perhaps you have some processes triggered off of ClickDimensions data that you want to happen faster or smoother, or maybe you want to map data from related records but don’t want to reload or create custom scripts and web resources. With CRM 2013 Real-Time Workflows, the sky is the limit.
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We know you’re busy. Maybe you haven’t had time to upgrade to the latest version of ClickDimensions. But trust us, you’re missing out! Our latest release includes amazing new tools and features that will save you valuable time and make your emails more engaging. With this upgrade, you will be able to:
1. Create emails even easier with the drag and drop editor.
This is our most intuitive editor yet, with a sleek drag and drop interface that updates your changes in real time. Choose the layout and orientation of your blocks and simply drag and drop in content like text, dividers or images. Click on a block to edit and style the content or upload an image. Not only is this new editor easier to use, but it also offers a wealth of additional options when it comes to tweaking your headings and styles as well. Learn more about the drag and drop editor…
2. Enhance your images without using Photoshop.
Want to adjust the appearance of your photos, but don’t have expensive image editing software? No problem. Our drag and drop editor comes with an added bonus of having a built in image editor. You can easily add filters, captions, and effects to your images all from inside your email template. Adjust settings like saturation, brightness and sharpness with just one click. Read more about image editing…
3. Look at the world through 2013-colored glasses.
In addition to our standard release, we also have a CRM 2013-compatible solution available. All of the ClickDimensions entities have been fully redesigned to match the new user interface in CRM 2013. We’ve updated the ClickDimensions icons, text, scripting, and other responsive features to be compatible with Microsoft’s new design. When you have upgraded to CRM 2013, let our support team know and we’ll provide you with the 2013 solution to import into your CRM.
See more of the 2013 version…
4. Customize the social links in your emails for your brand.
Our social sharing feature allows you to insert links into your emails that let your recipients share the email on Facebook, Twitter, LinkedIn and Google+. ClickDimensions’ social sharing now supports full branding of shared content in your emails. You can easily substitute your CNAME in
place of the default ‘analytics.clickdimensions.com’. Read more about social sharing…
5. Update your CRM password within ClickDimensions.
We’ve made it easier to update your CRM password within ClickDimensions to prevent any service interruptions. Simply
navigate to Settings > ClickDimensions > Service Credentials to update your password at any time. Learn more…
Convinced? It’s easy to upgrade!
Customers using CRM 2011 or CRM Online can use our auto-update feature to download or initiate an update. If you’ve signed up to have new versions automatically installed, the update should have occurred over the weekend of November 2, but please let us know if your version has not been updated. CRM 4.0 customers can contact our technical support team to request the updated installer. Please include your CRM org name and external URL for verification purposes. For more details about this release, please see our release notes.
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As environments are migrated to the new CRM 2013, we are working hard to get our documentation to reflect those changes. We want to share the changes that are taking place and what you’ll see differently on our help site. We want to keep the CRM 2011 documentation available, as many on-premise environments will stay on 2011 for a longer period of time. To provide help in both 2011 and 2013, we have implemented a tab system on the help articles. You may have already seen some articles like this, and we’ll continue to provide new content until all are updated! The updated articles will show the 2013 information by default, but you can easily switch to 2011:
If you are on CRM 2011 just click on the CRM 2011 tab and it will switch the content.
The main difference between CRM 2011 and CRM 2013 is the new navigation and look and feel. Primarily, the changes to the articles include screenshots and instructions for navigating to an area. We are working as quickly as possible to switch over all of our articles, so visit our site frequently to learn how to use your favorite ClickDimensions features in CRM 2013, and discover more ways to add to your marketing program at http://help.clickdimensions.com!
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We’re glad to announce that – effective immediately – storage space allocations for images and documents has been increased for all ClickDimensions customers and no additional charge. Previously, all customers had received a maximum of 100MB of storage for files uploaded into our email template designer and form/survey/landing page designers. All customers have now had this maximum doubled to 200MB. In addition, customers with a Professional level license now have up to 1GB of storage, and Enterprise customers now have 10GB of included storage.
Consider it an early holiday gift from your friends at ClickDimensions!
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