T4CRM023 - Automating Microsoft Dynamics CRM with Business Process Management
- 1 day

Title: T4CRM023 - Automating Microsoft Dynamics CRM with Business Process Management
Duration: 1 day
Price: £500 + VAT

About this Course
This course focuses on one of the most important features of Microsoft Dynamics CRM, the ability to automate business processes. Starting with the reasons to automate, and identifying opportunities for automation, walking through automation opportunities with Business Process Flows, Business Rules, Workflows, and Dialogs, wrapping up with a lesson on troubleshooting the most common issues related to workflows and dialog processes.

At Course Completion
• Describe the purpose of automating processes
• Describe Microsoft Dynamics CRM Business Process Management
• Configure Business Process Flows
• Create and Activate Business Rules
• Create and Activate Workflows
• Create and Activate Dialogs

Course Outline
Module 1: Introduction to Microsoft Dynamics CRM 2015 Automation
Lessons
What is Automation?
Reasons behind Automation
Scenarios for Automation
Identifying Automation Opportunities

Module 2: Introducing Business Process Management
Lessons
Business Management Solutions
Common Scenarios for all Business Process Management Solutions

Module 3: Business Process Management Solutions
Lessons
Business Process Flows Out of the Box
Importing Sample Business Process Flows
Working with Multiple Business Process Flows for a Single Entity
Adding Stages and Steps to a Business Process Flow
Lab : Import Sample Business Process Flows
Lab : Adding Stages and Steps to Business Process Flows

Module 4: Business Rules
Lessons
Business Rules Overview
Business Rules Basics
Business Rules Conditions
Business Rules Actions
Lab: Create a Business Rule

Module 5: Workflows
Lessons
Workflow Details and Types
Available to Run Options
Adding Workflow Steps
Working with Child Workflows
Lab : Lead Creatino and Qualification Management Workflow
Lab : Proposal Meeting Scheduling Task Creation

Module 6: Dialogs
Lessons
Introduction to Dialogs
Difference Between Dialogs and Workflows
Working with Pages, and Prompts, and Responses
Lab : Modify Form Layout and Add Fields Lab : Dialog for Account Credit Management

Module 7: Troubleshooting Process Issues
Lessons
Troubleshooting Workflow Issues
Troubleshooting Dialog Issues

A working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 or 2015 applications training.