80444A: Workflow and Dialog Processes in Microsoft Dynamics CRM 2011
Module 1: INTRODUCTION TO PROCESSES
One of the most powerful features of Microsoft Dynamics CRM 2011 is the automation of processes, providing the following benefits for organizations:
• Automation of key business processes and procedures.
• Standardizing systems and procedures.
This training describes how processes can be implemented in Microsoft Dynamics CRM 2011. It does not provide a comprehensive description of procedural design and analysis. Business managers should adapt the topics presented in this training to their existing methodologies.
•What Are Processes?
•Types of Workflow
•Business Process Analysis
Lab : Concept of Workflow
The objectives are
•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
Lab : Order Acknowledgement WorkflowLab : Assigning Opportunities Workflow
Module 3: CONFIGURING MULTISTAGE WORKFLOWS
•A Set of Sales Process Workflows
•Testing the Sales Process Workflows
•Workflows and Sales Pipeline Reporting
Lab : Creating a Multistage Workflow
Module 4: IMPLEMENTING AND CONFIGURING DIALOG PROCESSES
•What are Dialogs?
Lab : Creating Dialog
Module 5: Managing Processes
•Importing and Exporting Processes
•Importing Exporting Processes
Lab : Exporting and Importing Processes