Real World Tips for Deploying Successful Workflows in Microsoft Dynamics CRM 4.0
Making certain that business processes are executed consistently and rapidly is an ongoing challenge for any organization. But as some Microsoft Dynamics CRM 4.0 customers have learned, the real art to process automation with Dynamics CRM workflows is understanding both when to use them and when not to. The right automation can improve efficiency and deliver real benefits, whereas the wrong automation can cause business processes to fail even faster than they would have before.
At a recent online meeting of the CRM User Group, Donna Edwards, CRM MVP, with VisionAIR, and Hansel Gillis with GreenStone Farm Credit Services, a Dynamics CRM customer, offered some tips and best practices around workflows based on their experiences.