The course includes the following topics:

• Basic concepts
• Creating a basic workflow
• Design process
• Update triggers
• Conditional branching
• Advanced workflows
• Multi-stage workflows
• Monitoring workflows
• Workflow security

The course also focuses on using workflows in Microsoft Dynamics® CRM 4.0 to automate the following business processes:

• Sales process
• Lead promotion
• Probable revenue

The following topics are not covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics:

• Extending workflows with custom assemblies
• Upgrading workflows
• Data migration and workflows

Audience

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.

Chapter 1: Basic Workflows
This chapter explains workflow concepts and how to create a basic workflow. Lessons include:

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

Chapter 2: Design Process

This chapter presents a high-level overview of a typical design process for Microsoft Dynamics CRM workflows. Lessons include:

• Design Considerations
• Business Process Analysis

Chapter 3: Advanced Workflows

This chapter explains how to create more advanced workflows, which can address the specific needs of businesses. Lessons include:

• Update and Delete Triggers
• Conditional Branching
• An Advanced Workflow

Chapter 4: Multi-Stage Workflows

This 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 include:

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

Chapter 5: Managing Workflows

This chapter describes how to manage workflows. Lessons include:

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

Chapter 6: Additional Topics

This chapter 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 include:

• More Scenarios
• Workflows and the Sales Pipeline Report
• Extending Workflows