Save time and resources by automating your business processes and workflows with the latest version of Microsoft Dynamics CRM!

Only £625 + VAT


Course Details

Title: T4CRM047 - CRM 2016 Processes and Workflows
Duration: 1 day
Price: £625 + VAT

After completeing the course, students will be able to describe the primary benefits and scenarios for using Workflow and Processes in Microsoft Dynamics CRM 2016; describe how Microsoft Dynamics CRM 2016 workflows function; design, create and manage workflows.

Module 1: Introduction to Processes

Objectives
What are Processes
Types of Workflow
Design Considerations
Business Process Analysis
Solutions

Module 2: Implementing and Creating Workflow Processes

Objectives
Creating Workflows
Workflow Scope
Starting Workflows
Workflow Steps
Dynamic Values
Lab 2.1 - Order Acknowledgement Workflow Lab 2.2 - Assigning Opportunities Workflow

Module 3: Configuring Multistage Workflows

Objectives
A Set of Sales Process Workflows
The Workflow Design
Create the Workflow
Create the Fulfilment Process Workflows
Create Sales Process Workflows
Extending Workflows
Lab 4.1 - Creating a Multistage Workflow

Module 4: Configuring Business Rules

Objectives
Configure Business Rules
Lab 5.1 - Create a Business Rule

Module 5: Business Process Flows

Objectives
Business Process Flows
Lab 6.1 - Create a Branching Business Flows

Module 6: Managing Processes

Objectives
Monitoring Processes
Importing and Exporting Processes
Process Security
Importing Data and Workflows
Lab 5.1: Exporting and Importing Processes

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.