80003, Workflow in Microsoft Dynamics CRM 4.0

	This one-day instructor-led 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.
	Duration: 1.0 day(s) Price: £370.00 + VAT	Download Course Content   Download Course Files

Locations

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.

Target Students

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.

Prerequisites

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:

• 8913, Applications in Microsoft Dynamics CRM 4.0

Delivery Method

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Certification

Course Objectives

After completing this course, students will be able 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.

Course Content

Module 1: Basic Workflows

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

Module 2: Design Process

Design Considerations
Business Process Analysis

Module 3: Advanced Workflows

Update and Delete Triggers
Conditional Branching
An Advanced Workflow

Module 4: Multi-Stage Workflows

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

Module 5: Managing Workflows

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

Module 6: Additional Topics

More Scenarios
Workflows and the Sales Pipeline Report
Extending Workflows