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

Note: For a higher quality video you can download the original here (you must be logged in to download).

Published By

MSDynamicsWorld.com Features

MSDynamicsWorld.com, the leader in independent news and information for Microsoft Dynamics ERP and CRM users and professionals, features a variety of digital events including virtual conferences and webcasts. READ MORE