Microsoft Dynamics® CRM Training
The Power of Workflow
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In this video, we will cover the power of a workflow as it pertains to Microsoft Dynamics CRM. But what exactly do we mean by workflow in this context? After all, workflow means many things. In Dynamics CRM, one thing it can mean is automated processes.
At this point in the course, you’ve by no doubt begun to realize the extendibility of Dynamics CRM. It can track and maintain a tremendously wide breadth of data. Once your instance of CRM is set up, how can you begin to maintain workflow? How can you set your users up for success in using the system? After all, any CRM application is only as good as the data in it. If users aren’t buying into the system, the data becomes inconsistent, and the system becomes ineffective.
That brings us back to the question: how can you drive workflow in CRM? One method is to automate elements of your workflow. In CRM, some of these automated processes are called workflows and business rules. You can use these tools to automate steps in:
· Record creation
· Record assignment
· Record updates
· Interface changes
A workflow is an automated action or series of actions. It is a background process that follows defined logic in performing a series of actions. It can be configured to run in the background, in real-time, or on demand. Here are some things you can control when writing workflows in Microsoft Dynamics CRM:
· Decide how they will run (in background, on demand, or in real-time)
· Which entity they are for, including custom entities
· Identify triggers (fields changing, record reassignment, status change, etc.)
· Build branching logic through a workflow designer
· Set the scope of the workflow (user, business unit, organization)
· Route records
· Display error messages
· Set values of specified fields
· Make select fields required or not
· Set visibility of fields
· Lock or unlock fields
· Simple calculations
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.