Workflow in Microsoft Dynamics CRM 4.0

Target Audience
This course describes how to create, run, and monitor workflows to automate business processes. It also focuses on using workflows in Microsoft Dynamics CRM 4.0 to automate the sales process, lead promotion and probable revenue. 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.

Pre-Requisites
Before attending this course, students must have the following pre-requisites:Experience using Microsoft Dynamics CRM 3.0 or 4.0.It is recommended, but not required, that students have completed Course 8913: Applications in Microsoft Dynamics CRM 4.0.

Purpose
After completing the 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 outline

1. Basic Workflows
2. Design Process
3. Advanced Workflows
4. Multi-Stage Workflows
5. Managing Workflows
6. Additional Topics

Module 1:Basic Workflows

• This module explains workflow concepts and how to create a basic workflow.
• Introducing Workflows
• Workflow Types and Triggers
• Actions, Conditions, and Dynamic Values
• Three Basic Workflows
• Lab: Create an On-Demand Workflow

• Describe what a workflow is and where they appear.
  
• Describe the basic concepts of workflow in Microsoft Dynamics CRM.
  
• Describe actions and conditions.
  
• Describe how basic workflows are created.
  

Module 2:Design Process

• This module presents a high-level overview of a typical design process for Microsoft Dynamics CRM workflows.
• Design Considerations
• Business Process Analysis
• Lab: Identify and Chart Actions and Conditions

• Describe factors relevant to workflow planning and design.
  
• Describe how business process analysis relates to workflow design.
  

Module 3:Advanced Workflows

• This module explains how to create more advanced workflows, which can address the specific needs of businesses.
• Update and Delete Triggers
• Conditional Branching
• An Advanced Workflow
• Lab: Create an Audit Trail

• Examine how update and delete triggers are used.
  
• Use conditional branching to specify multiple paths in a workflow.
  
• Create a workflow that uses advanced workflow features.
  

Module 4:Multi-Stage Workflows

• This module describes how to create multi-stage workflows. The concepts of stages and child workflows are introduced. In addition, the business benefits of staged and child workflows and how to plan them are presented.
• Stages
• A Set of Sales Process Workflows
• Testing the Sales Process Workflows
• Lab: Case Escalation

• Describe and use stages.
  
• Create multi-stage and child workflows for a sales process.
  
• Describe considerations for testing a workflow.
  

Module 5:Managing Workflows

• This module describes how to manage workflows.
• Monitoring Workflows
• Importing and Exporting Workflows
• Workflow Security
• Data Migration and Workflows
• Lab: Export and Import a Workflow

• Describe how to monitor workflows.
  
• Describe how to import and export workflows.
  
• Describe how security settings affect workflows.
  
• Consider the effects of data migration on workflows.
  

Module 6:Additional Topics

• This module describes additional scenarios for using workflows in Microsoft Dynamics CRM. It also provides information for developers who are interested in writing custom code to extend Microsoft Dynamics CRM to meet specific business needs.
• More Scenarios
• Workflows and the Sales Pipeline Report
• Extending Workflows

• Examine more ideas for using workflows.
  
• Describe how the Sales Pipeline report relates to workflows.
  
• Consider information about using custom assemblies to extend workflow functionality.
  

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