80003, Workflow in Microsoft Dynamics CRM 4.0

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

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.

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

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.

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

Infero Training 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.