80003: Workflow in Microsoft Dynamics CRM 4.0

This one-day 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.

Doelgroep

This course is intended for Microsoft Dynamics CRM System Administrators and Customizers, as well as business managers who want to find out how to automate business processes.

Voorkennis

Before attending this course, students must have:

• Experience using Microsoft Dynamics CRM 3.0 or 4.0. In addition
• It is recommended, but not required, that students have completed course MS8913: Microsoft Dynamics CRM 4.0 Applications.

Inhoud

Module 1: Basic Workflows
This module explains workflow concepts and how to create a basic workflow.

Lessons

• Introducing Workflows
• Workflow Types and Triggers
• Actions, Conditions, and Dynamic Values
• Three Basic Workflows

Module 2: Design Process
This module presents a high-level overview of a typical design process for Microsoft Dynamics CRM workflows.

Lessons

• Design Considerations
• Business Process Analysis

Module 3: Advanced Workflows
This module explains how to create more advanced workflows, which can address the specific needs of businesses.

Lessons

• Update and Delete Triggers
• Conditional Branching
• An Advanced Workflow

Module 4: Multi-Stage Workflows
This module describes how to create multi-stage workflows. The concepts of stages and child workflows are introduced. In addition, the business benefits of staged and child workflows and how to plan them are presented.

Lessons

• Stages
• A Set of Sales Process Workflows
• Testing the Sales Process Workflows

Module 5: Managing Workflows
This module describes how to manage workflows.

Lessons

• Monitoring Workflows
• Importing and Exporting Workflows
• Workflow Security
• Data Migration and Workflows

Module 6: Additional Topics
This module describes additional scenarios for using workflows in Microsoft Dynamics CRM. It also provides information for developers who are interested in writing custom code to extend Microsoft Dynamics CRM to meet specific business needs.

Lessons

• More Scenarios
• Workflows and the Sales Pipeline Report
• Extending Workflows