Great new feature of CRM 2013 is the ability to trigger a workflow synchronously, meaning I update a field, it triggers a workflow, that updates a field on the form in real time with no refreshing? Say goodbye to some plugins!
To make a workflow real time, click the actions menu and select real time option:
Once you have enabled this then you have a few more settings to work with to define how the workflow is triggered.
So depending on how the workflow is triggered will determine whether...(read more)![]()
↧