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In this chapter of our CRM series we are going to be building an end to end K2 blackpearl process that integrates with Microsoft Dynamics CRM. The scenario that we are building is a simple lead validation process where for each lead that is captured in CRM we would like to have a process that ensures...
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Adding the K2 Worklist to Dynamics CRM In this chapter of our ongoing (read: drawn out) series on K2 blackpearl integration with Microsoft Dynamics CRM we are going to integrate the K2 Worklist into the CRM user experience so that users can access their K2 tasks directly from CRM. This article assumes...
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Initiating K2 blackpearl Processes In this first chapter of our series on integrating K2 blackpearl and Microsoft Dynamic CRM 4 we will be looking at ways in which you can initiate, or start, a K2 blackpearl process based upon a user interacting with a Dynamics CRM 4. During the course of this series...
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So some time ago I promised a series on integrating K2 blackpearl with Microsoft Dynamics CRM 4, well here it is. This series of posts will discuss a number of ways in which you can integrate Dynamics CRM 4 with K2 blackpearl enabling you to rapidly build process-driven applications that span the organisation...
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Yes this is possible and very easy to do in fact. All you need to do is register a custom CRM plugin, pass some information to K2 and you are good to go. How you extend it is up to you, read below. It essentially allows you to start K2 processes from CRM4.0 workflows on any CRM4.0 entity event i.e entity...