Microsoft Dynamics® CRM Training

Productive Workflows

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A workflow is a type of “Process” in Microsoft Dynamics CRM 2013 and Dynamics CRM Online, which can automate action, based mainly on changing data. This changing data is generally considered to be the “trigger” that causes the workflow to operate.

The automated process that results from the trigger can include the creation of other records, such as tasks, the sending of an email, or updating of existing data.

Workflows are productive because they can save time by leaving it up to the system to act upon changing data and perform actions that humans would otherwise need do.

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