MS CRM 4 - MOC 80003 - Workflow in Microsoft Dynamics CRM 4.0 (1058000)

Druckansicht
  • Dauer:
    1 Tag
  • Zielgruppe:
    Mitarbeiter aus den Bereichen Controlling, FiBu, Handel/Logistik
  • Vorkenntnisse:
    Grundlagen MS CRM
  • Methode:
    Vortrag mit Beispielen und Übungen.
  • Typ:
    Öffentliches Seminar / Inhouse
  • Download
    Anmeldeformular | AGB | Info-Broschüre
Themen:
This one-day led course describes how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. This course covers basic concepts, creating a basic workflow, the design process, updating triggers, conditional branching advanced and multi-stage workflows, monitoring workflows and workflow security. The course also focuses on using workflows in Microsoft Dynamics CRM 4.0 to automate the sales process, lead promotion and probable revenue. Extending and upgrading workflows and data migration and workflows are not covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics.

Inhalte

A. Basic Workflows

Introducing Workflows - Workflow Types and Triggers - Actions, Conditions, and Dynamic Values - Three Basic Workflows

B. Design Process

Design Considerations - Business Process Analysis

C. Advanced Workflows

Update and Delete Triggers - Conditional Branching - An Advanced Workflow

D. Multi-Stage Workflows

Stages - A Set of Sales Process Workflows - Testing the Sales Process Workflows

E. Managing Workflows

Monitoring Workflows - Importing and Exporting Workflows - Workflow Security - Data Migration and Workflows

F. Additional Topics

More Scenarios - Workflows and the Sales Pipeline Report - Extending Workflows