Microsoft Dynamics® CRM Training

Workflow Introduction

Video Details
Workflows are automatic processes that happen in the background in Microsoft Dynamics CRM Online. They are useful for executing repetitious or mundane work that Users would otherwise have to perform themselves. In this tutorial, we build a custom Workflow that runs whenever a new Lead is created in the system. The Workflow automatically creates a new Phone Call Activity for each Lead and assigns that Activity to the User who owns the Lead. The Phone Call then shows up in the User’s Activities list so they know to follow up with the new Lead.

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