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Welcome to ONLC Training Centers


Workflow and Dialog Processes in Microsoft Dynamics CRM - 80444 Course Outline

 (1 day)

Overview
This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM. This course is applicable for Microsoft Dynamics CRM 2011, 2013, 2015 or 2016 on the desktop or CRM Online.

Audience Profile
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.

At Course Completion

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 workflows function.
•Design, create, and manage basic workflows and dialogs processes

Prerequisites
Before attending this course, students must have:
•Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011

Course Outline

Module 1: INTRODUCTION TO PROCESSES
One of the most powerful features of Microsoft Dynamics CRM 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. 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.
Lessons
•What Are Processes?
•Types of Workflow
•Design Considerations
•Business Process Analysis
Lab : Concept of Workflow
•Process Types
•Flowcharts
•Project Steps
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

Module 2: IMPLEMENTING AND CREATING WORKFLOW PROCESSES
Lessons
•Creating Workflows
•Workflow Scope
•Starting Windows
•Workflow Steps
•Dynamic Values
Lab : Order Acknowledgement Workflow
Lab : Assigning Opportunities Workflow

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
Lab : Creating a Multistage Workflow

Module 4: IMPLEMENTING AND CONFIGURING DIALOG PROCESSES
Lessons
•What are Dialogs?
•Creating Dialogs
•Dialog Structure
•Running Dialogs
Lab : Creating Dialog

Module 5: Managing Processes
Lessons
•Monitoring Processes
•Importing and Exporting Processes
•Process Security
•Importing Exporting Processes
•Process Security
Lab : Exporting and Importing Processes

View outline in Word

A80444

Attend hands-on, instructor-led Workflow and Dialog Processes in Microsoft Dynamics CRM - 80444 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

Microsoft Gold Partner
Class Dates
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Fee:  $595

Savings options:

 15 Day Pass
 CEA Tech Saver
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