Workflow and Dialog Processes in Microsoft Dynamics CRM 2011

This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011.

After 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 processes


Course Outline

Module 1: INTRODUCTION TO PROCESSESLessons
One of the most powerful features of Microsoft Dynamics CRM 2011 is the automation of processes, providing the following benefits for organizations:

     • Automation of key business processes and procedures.

     • Standardizing systems and procedures.

This training describes how processes can be implemented in Microsoft Dynamics CRM 2011. It does not provide a comprehensive description of procedural design and analysis. Business managers should adapt the topics presented in this training to their existing methodologies.

 

  • What Are Processes?

  • Types of Workflow

  • Design Considerations

  • Business Process Analysis


Lab : Concept of Workflow

  • Process Types

  • Flowcharts

  • Project Steps


Module 2: IMPLEMENTING AND CREATING WORKFLOW PROCESSESLessons

The objectives are


  • Identify the types of processes in Microsoft Dynamics CRM

  • Describe the three types of workflow

  • Summarize the design process for implementing processes

  • Describe the steps to perform a business process analysis



 

  • Creating Workflows

  • Workflow Scope

  • Starting Windows

  • Workflow Steps

  • Dynamic Values


Lab : Order Acknowledgement WorkflowLab : Assigning Opportunities WorkflowModule 3: CONFIGURING MULTISTAGE WORKFLOWSLessons

  • Stages

  • A Set of Sales Process Workflows

  • Testing the Sales Process Workflows

  • Workflows and Sales Pipeline Reporting

  • Extending Workflows


Lab : Creating a Multistage WorkflowModule 4: IMPLEMENTING AND CONFIGURING DIALOG PROCESSESLessons

  • What are Dialogs?

  • Creating Dialogs

  • Dialog Structure

  • Running Dialogs


Lab : Creating DialogModule 5: Managing ProcessesLessons

  • Monitoring Processes

  • Importing and Exporting Processes

  • Process Security

  • Importing Exporting Processes

  • Process Security


Lab : Exporting and Importing Processes

Audience

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.