Workflow in Microsoft Dynamics CRM 4.0

This course describes how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. This course covers basic concepts, creating a basic workflow, the design process, updating triggers, conditional branching advanced and multi-stage workflows, monitoring workflows and workflow security. The course also focuses on using workflows in Microsoft Dynamics CRM 4.0 to automate the sales process, lead promotion and probable revenue. Extending and upgrading workflows and data migration and workflows are not covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics.

Mitarbeiter aus den Bereichen Controlling, FiBu, Handel/Logistik

Grundlagen Microsoft CRM

• Basic Workflows
  • Introducing Workflows
  • Workflow Types and Triggers
  • Actions, Conditions, and Dynamic Values
  • Three Basic Workflows
• Design Process
  • Design Considerations
  • Business Process Analysis
• Advanced Workflows
  • Update and Delete Triggers
  • Conditional Branching
  • An Advanced Workflow
• Multi-Stage Workflows
  • Stages
  • A Set of Sales Process Workflows
  • Testing the Sales Process Workflows
• Managing Workflows
  • Monitoring Workflows
  • Importing and Exporting Workflows
  • Workflow Security
  • Data Migration and Workflows
• Additional Topics
  • More Scenarios
  • Workflows and the Sales Pipeline Report
  • Extending Workflows