Microsoft Dynamics CRM workflows are remarkably useful because they are so powerful as well as being easy to configure. A feature of them that takes a little getting used to is the ‘waiting' step. I recently had a problem where a client needed to use the waiting steps well beyond the time limits available in the product. The solution, while a bit out of the ordinary, demonstrated how even the lesser used workflow attributes can, when properly understood, further boost the flexibility of Dynamics CRM.
The Problem
The client in question was a financial management company who classified its clients into three categories - let us call them gold, silver and bronze. Based on their category, a major review of their financial situation happens every one, thr...
