CRM Watcher

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Sunday, July 23, 2006

Workflow Manager on Client

Although the Microsoft CRM Workflow Manager is installed on the server, it's not the best environment to make use of it as an Application Administrator.

It's much easier to bring the Workflow Manager to the desktop of the client and use it there.

Follow the next steps for client use of the Workflow Manager.

Use a client that has the Microsoft CRM Client installed (Laptop / Desktop version).

  1. Copy the folder 'Tools' from the Microsoft CRM folder on the server to the Microsoft CRM folder of the client.
  2. Make a shortcut to the file Microsoft.Crm.Tools.WorkflowManager.exe in the Tools folder and start the Workflow Manager on the client.