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Copying a Process in Dynamics CRM 2011

I’ve come across the requirement to occasionally copy a process.  Now when this has been designed and planned for, its not that much of a problem as the appropriate template would be in place.  But what do you do when there isn’t a template to use?  Although its not quite as easy as click to copy, it can still be done relatively easily.  This is a quick how-to on this

  1. Open the process you want to copy
  2. Make sure it is deactivated
  3. Change “Activate As” to “Process Template”image
  4. Active the process
  5. Create a new process, and select the appropriate entity and process type, and select from the listed available templates
  6. Open the original process, and change “Activate As” back to “Process”

You now have 2 copies of the same process.  Note that if you’re expecting to make multiple copies, or may need to make a copy again in the future, you may want to skip step 6 and instead create another copy to replace the process you saved as a template.


Filed under: CRM 2011, processes, workflow

The Windows 8 Journey Commences

So I’ve decided to start my journey down the Windows 8 road.

First thing I have to say is that the in place upgrade from Windows 7 was unbelievably smooth.  A few prompts here and there, and I was up and running again within 10 minutes.

Then came the first surprise.

Everything that I had installed was gone, except for the Windows defaults.  That included Office, Lync, you name it.  So that is definitely a bit of a pain point, but seeing that it was a relatively fresh install, it isn’t the end of the world.  It did warn me that only user data was going to be saved, and I incorrectly assumed that this would include installed applications.

That done, the interface is different.  There’s no getting around a few obvious changes.  Now while everyone’s been complaining about the Start button missing, all you need to do is move your mouse to the bottom left corner and click if it is really such a big difference from having to press the Windows button on your keyboard.

So far, other than having to get used to a few differences in Windows 8 – I’m not loving it, but I’m not hating it either.  I’ll post a bit more comprehensive opinion once I’m a bit further into it.

Filed under: Windows 8

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