MOC 80444 - Workflow and Dialog Processes in Microsoft Dynamics CRM 2011

INTRODUCTION TO PROCESSES

• Automation of key business processes and procedures.
• Standardizing systems and procedures.

• What Are Processes?
• Types of Workflow
• Design Considerations
• Business Process Analysis

IMPLEMENTING AND CREATING WORKFLOW PROCESSES

• Creating Workflows
• Workflow Scope
• Starting Windows
• Workflow Steps
• Dynamic Values

CONFIGURING MULTISTAGE WORKFLOWS

• Stages
• A Set of Sales Process Workflows
• Testing the Sales Process Workflows
• Workflows and Sales Pipeline Reporting
• Extending Workflows

IMPLEMENTING AND CONFIGURING DIALOG PROCESSES

• What are Dialogs?
• Creating Dialogs
• Dialog Structure
• Running Dialogs

MANAGING PROCESSES

• Monitoring Processes
• Importing and Exporting Processes
• Process Security
• Importing Exporting Processes
• Process Security

Information Workers

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 2011 workflows function.
• Design, create, and manage basic workflows and dialogs processes