How to Keep Customers in Focus with Process Automation in Dynamics CRM 2011

Automated notifications, when applied strategically, can add real value to your CRM initiatives.  View the presentation below to learn all about Processes in Dynamics CRM.  We offer an introduction and overview of the use of processes (formerly known as Workflows), as well as more advanced topics and examples including:

  • Basic Workflow design process
  • Using Wait States in Processes
  • Performing basic calculations using processes
  • Using processes to modify field contents
  • Creating a ‘Happy Birthday' email process

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