Microsoft CRM Workflow Manager on the client

Today we had an interesting partner meeting with Microsoft and we've talked a lot about many Microsoft CRM development's aspects, in particular CRM customization with .NET and CRM Workflows.

Workflows are an important aspect of Microsoft CRM and a key concept of the future business for a company: they permit you to create custom events on your standard way of work and to have a more "dinamic" core business.

i'm really fascinating for workflows and I've to work with them a lot in the future, however the subject of this post is not to talk about them but to signal a curiosity that was out today but that many CRM developers and administrators doesn't know.

Microsoft CRM Workflow Manager is the server-side tool that you can use to create custom workflows on Microsoft CRM, but this tool can not be run only from the server, but it can also be installed on the client (Outlook Desktop or Laptop version). How to do this?

You can do this just by copy the content of the Tools folder (under your Microsoft CRM installation directory on the server) to the Tools folder on the Microsoft CRM folder on the client and launch the WorkflowManager.exe file. The CRM Workflow manager now works from the client (you don't need to login to your server in order to execute it, but obviously you need the admin credentials in order to run it).

Print | posted on Tuesday, October 24, 2006 7:27 PM