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
(click date for class times)
(click Enroll for locations)

Fee:  $595

Savings options:

 15 Day Pass
 CEA Tech Saver
Need a price quote?

Follow the link to our self-service price quote form to generate an email with a price quote.

Email Alert

Receive an email when this class is available as "Ready to Run" or "Early Notice" status.

Attend from your office or home

If you have high-speed internet and two computers you can likely take this class from your office or home.

Need a class for a group?

We can deliver this class for a private group at your location. Follow the link to request more information.

Attend computer classes from ONLC Training Centers Request a copy via mail

GENERAL INFO

Class Format
Class Policies
Student Reviews

Bookmark and Share


HAVE QUESTIONS?
First Name

Last Name

Company

Phone

Email

Location

Question/Comment



ONLC TRAINING CENTERS
800-288-8221
www.onlc.com