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Dynamics CRM

Course Number

CRM 4.0

CRM 3.0

Workflow in Microsoft Dynamics CRM 4.0

Course 80003 : One day; Instructor-Led

Course Fee: $499.00
Course Time: 1 day, 9:00 am - 5:00 pm, or 2 evenings, 6pm - 9pm

About this Course

This one-day instructor-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.

Audience Profile

This course is intended for Microsoft Dynamics CRM System Administrators and Customizers, as well as business managers who want to find out how to automate business processes.

At Course Completion

After completing this course, students will be able to:

Describe the primary benefits and scenarios for using workflow in Microsoft Dynamics CRM.
Describe how Microsoft Dynamics CRM 4.0 workflows function.
Design, create, and manage basic workflows.

Prerequisites

Before attending this course, students must have:

Experience using Microsoft Dynamics CRM 3.0 or 4.0.

In addition, it is recommended, but not required, that students have completed:

Course 8913, Applications in Microsoft Dynamics CRM 4.0.

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook.

Course Outline

Module 1: Basic WorkflowsThis module explains workflow concepts and how to create a basic workflow.Lessons

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

Lab : Create an On-Demand Workflow

Create a workflow
Add an e-mail activity
Publish a workflow

After completing this module, students will be able to:

Describe what a workflow is and where they appear.
Describe the basic concepts of workflow in Microsoft Dynamics CRM.
Describe actions and conditions.
Describe how basic workflows are created.

Module 2: Design ProcessThis module presents a high-level overview of a typical design process for Microsoft Dynamics CRM workflows.Lessons

Design Considerations
Business Process Analysis

Lab : Identify and Chart Actions and Conditions

Identify Actions and Conditions
Create a Flow Chart

After completing this module, students will be able to:

Describe factors relevant to workflow planning and design.
Describe how business process analysis relates to workflow design.

Module 3: Advanced Workflows

This module explains how to create more advanced workflows, which can address the specific needs of businesses.

Lessons

Update and Delete Triggers
Conditional Branching
An Advanced Workflow

Lab : Create an Audit Trail

Create a Workflow
Add a Condition
Create an Audit Trail with Dynamic Values

After completing this module, students will be able to:

Examine how update and delete triggers are used.
Use conditional branching to specify multiple paths in a workflow.
Create a workflow that uses advanced workflow features.

Module 4: Multi-Stage WorkflowsThis module describes how to create multi-stage workflows. The concepts of stages and child workflows are introduced. In addition, the business benefits of staged and child workflows and how to plan them are presented.Lessons

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

Lab : Case Escalation

Create a Child Workflow
Create the Parent Workflow
Create Stages
Add Steps

After completing this module, students will be able to:

Describe and use stages.
Create multi-stage and child workflows for a sales process.
Describe considerations for testing a workflow.

Module 5: Managing Workflows

This module describes how to manage workflows.

Lessons

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

Lab : Export and Import a Workflow

Export a Workflow
Delete the Workflow
Import the Workflow

After completing this module, students will be able to:

Describe how to monitor workflows.
Describe how to import and export workflows.
Describe how security settings affect workflows.
Consider the effects of data migration on workflows.

Module 6: Additional Topics

This module describes additional scenarios for using workflows in Microsoft Dynamics CRM. It also provides information for developers who are interested in writing custom code to extend Microsoft Dynamics CRM to meet specific business needs.

Lessons

More Scenarios
Workflows and the Sales Pipeline Report
Extending Workflows

After completing this module, students will be able to:

Examine more ideas for using workflows.
Describe how the Sales Pipeline report relates to workflows.
Consider information about using custom assemblies to extend workflow functionality.


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