Workflow and Dialog Processes in Microsoft Dynamics CRM 2011
(Microsoft Training Course: 80444) - 1 day - £475 exc VAT

 Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov 
Extended Classroom        25     
London International House Centre E1W03        25     

> Target Audience
This course provides students with tools and information to help them better understand the how processes can be implemented in Microsoft Dynamics CRM 2011. It 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.
> Course outline
  1. Introduction to Processes
  2. Implementing and Creating Workflow Processes
  3. Configuring Multistage Workflows
  4. Implementing and Configuring Dialog Processes
  5. Managing Processes

Module 1: Introduction to Processes
  • Automation of key business processes and procedures.
  • Standardizing systems and procedures.
  • How processes can be implemented.
  • What Are Processes?
  • Types of Workflow
  • Design Considerations
  • Business Process Analysis
  • Lab: Concept of Workflow
  • Process Types
  • Flowcharts
  • Project Steps
  • 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
  • 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
  • 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
> Pre-Requisites
Before attending this course, students must have:
  • Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011
> 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.