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Dynamics
Workflow and Dialog Processes in Microsoft Dynamics CRM 2011
1 Day(s)
REQUEST
PRIVATE SESSION
COURSE DESCRIPTION
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Course OverviewThis training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011 ObjectivesAfter completing this course, students will be able to: • Describe the primary benefits and scenarios for using workflow and dialogs processes in Microsoft Dynamics CRM.• Describe how Microsoft Dynamics CRM 2011 workflows function.• Design, create, and manage basic workflows and dialogs processesAudienceThis 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. Prerequisites – no prerequisites
Price: $685
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com

Workflow and Dialog Processes inMicrosoft Dynamics CRM 2011

Topics

Module 1: Introduction to Processes

One of the most powerful features ofMicrosoft Dynamics CRM 2011 is the automation of processes, providing thefollowing benefits for organizations:

  • Automation of key business processes and procedures.
  • Standardizing systems and procedures.

This training describes how processescan be implemented in Microsoft Dynamics CRM 2011. It does not provide acomprehensive description of procedural design and analysis. Business managersshould adapt the topics presented in this training to their existing methodologies.Lessons:

  • What Are Processes?
  • Types of Workflow
  • Design Considerations
  • Business Process Analysis

Module 2: Implementing and Creating Workflow Processes

Lessons:

  • Creating Workflows
  • Workflow Scope
  • Starting Windows
  • Workflow Steps
  • Dynamic Values

Module 3: Configuring Multistage Workflows

Lessons:

  • Stages
  • A Set of Sales Process Workflows
  • Testing the Sales Process Workflows
  • Workflows and Sales Pipeline Reporting
  • Extending Workflows

Module 4: Implementing and Configuring DialogProcesses

Lessons:

  • What are Dialogs?
  • Creating Dialogs
  • Dialog Structure
  • Running Dialogs

Module 5: Managing Processes

Lessons:

  • Monitoring Processes
  • Importing and Exporting Processes
  • Process Security
  • Importing Exporting Processes
  • Process Security

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