Workflow in Microsoft Dynamics CRM 4.0

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Course Profile

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This one day course describes how to create, run and monitor workflows to automate business processes. The course emphasises 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 mitigation and workflows are no covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics.

Course Outline
Module 1 - Basic workflows: introducing workflows; workflow types and triggers; actions, Conditions and Dynamic Values; Three Basic Workflows Lab: Create an on-demand workflow

Module 2 - Design Process : Design considerations; Business process analysis. Lab : Identify and chart actions and conditions; Identify actions and conditions; Create a flow chart

Module 3 - Advanced workflows : Update and delete triggers; Conditional branching; An advanced workflow lab : Create an audit trial; Create a workflow; Add a condition; Create an audit trial with dynamic values

Module 4 - Multi-stage workflows : Stages; A set of sales process workflows; Testing the sales process workflows lab : Case escalation; Create a child workflow; Create the parent workflow; Create stages; Add steps

Module 5 - Managing workflows : Monitoring workflows; Importing and exporting workflows; Workflow security; data migration and workflows. lab : export and import a workflow; Export a workflow; Delete the workflow; Import the workflow

Module 6 - Additional topics : More scenarios; Workflows and the sales pipeline report; Extending workflows


Before attending this course, students must have experience using Microsoft Dynamics 3.0 or 4.0. In addition it is recommended, but not required that students have completed course Applications in Microsoft Dynamics CRM 4.0
Delegates will learn how to
  • Describe the primary benefits and scenarios for using workflow in Microsoft Dynamics CRM
  • Describe how Microsoft Dynamics CRM 4.0 workflows function
  • Design, create and manage basic workflows