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This one day course describes how to create, run and monitor workflows to
automate business processes. The course emphasises 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 mitigation and workflows are no covered in
detail in this course, but are introduced to provide students with insight
into potential advanced workflow topics.
Course Outline
Module 1 - Basic workflows: introducing workflows; workflow types and
triggers; actions, Conditions and Dynamic Values; Three Basic Workflows Lab:
Create an on-demand workflow
Module 2 - Design Process : Design considerations; Business process
analysis. Lab : Identify and chart actions and conditions; Identify actions
and conditions; Create a flow chart
Module 3 - Advanced workflows : Update and delete triggers; Conditional
branching; An advanced workflow lab : Create an audit trial; Create a
workflow; Add a condition; Create an audit trial with dynamic values
Module 4 - Multi-stage workflows : 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
Module 5 - Managing workflows : 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
Module 6 - Additional topics : More scenarios; Workflows and the sales
pipeline report; Extending workflows
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