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Course 80003A: Workflow in Microsoft Dynamics CRM 4.0

  Length:     1 Day(s)
  Published:     August 20, 2008
  Language(s):     English
  Audience(s):     Information Workers, IT Professionals
  Level:     200
  Technology:     Microsoft Dynamics CRM 4.0
  Type:     Course
  Delivery Method:     Instructor-led (classroom)
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.
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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