Workflow and Dialog Processes in Microsoft Dynamics CRM 2011

Course Code: 80444

Course Description

This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011.

Course Outcomes

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

Course Modules

This training teaches how processes can be implemented in Microsoft Dynamics CRM 2011. Business managers should adapt the topics presented in this training to their existing methodologie

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

- Monitoring Processes - Importing and Exporting Processes - Process Security - Importing Exporting Processes - Process Security

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

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

Prerequisites

Students must have experience using Microsoft Dynamics CRM 2011.

Next Steps

Reporting in Microsoft Dynamics CRM 2011

See Whats In The Course Labs

- Process Types - Flowcharts - Project Steps

- Assigning an Opportunity

- Creating a Dialog

- Accepting and order

- Crating a workflow

- Implementing existing processes

Take the first step towards A CRM Dynamics Certification

Learn On Jellyfish

Attend this course through virtual training and complete labs in your own time.