Workflow and Dialog Processes in Microsoft Dynamics CRM - 80444 Course Outline
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.
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
Before attending this course, students must have:
• Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011
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.
• What Are Processes?
• Types of Workflow
• Design Considerations
• Business Process Analysis
Lab : Concept of Workflow
• Process Types
• 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
• Creating Workflows
• Workflow Scope
• Starting Windows
• Workflow Steps
• Dynamic Values
Lab : Order Acknowledgement Workflow
Lab : Assigning Opportunities Workflow
Module 3: CONFIGURING MULTISTAGE WORKFLOWS
• 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
• What are Dialogs?
• Creating Dialogs
• Dialog Structure
• Running Dialogs
Lab : Creating Dialog
Module 5: Managing Processes
• Monitoring Processes
• Importing and Exporting Processes
• Process Security
• Importing Exporting Processes
• Process Security
Lab : Exporting and Importing Processes
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