M80003: Workflow in Microsoft Dynamics CRM 4.0

2 Day Course
Hands On
Official Microsoft Curriculum
Code M80003

This course has been retired. Please view currently available Microsoft Dynamics Training Courses.

Modules

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Basic Workflows (5 topics)

  • Introducing Workflows
  • Workflow Types and Triggers
  • Actions, Conditions, and Dynamic Values
  • Three Basic Workflows
  • Lab: Create an On-Demand Workflow

Design Process (4 topics)

  • Design Considerations
  • Business Process Analysis
  • Lab: Identify and Chart Actions and Conditions Identify Actions and Conditions
  • Create a Flow Chart

Advanced Workflows (7 topics)

  • Update and Delete Triggers
  • Conditional Branching
  • An Advanced Workflow
  • Lab: Create an Audit Trail
  • Create a Workflow
  • Add a Condition
  • Create an Audit Trail with Dynamic Values

Multi-Stage Workflows (8 topics)

  • Stages
  • A Set of Sales Process Workflows
  • Testing the Sales Process Workflows
  • Lab: Case Escalation
  • Create a Child Workflow
  • Create the Parent Workflow
  • Create Stages
  • Add Steps

Managing Workflows (8 topics)

  • Monitoring Workflows
  • Importing and Exporting Workflows
  • Workflow Security
  • Data Migration and Workflows
  • Lab: Export and Import a Workflow
  • Export a Workflow
  • Delete the Workflow
  • Import the Workflow

Additional Topics (3 topics)

  • More Scenarios
  • Workflows and the Sales Pipeline Report
  • Extending Workflows

Prerequisites

Before attending this course, students must have experience using Microsoft Dynamics CRM 3.0 or 4.0. In addition, it is recommended, but not required, that students have completed course 8913, Applications in Microsoft Dynamics CRM 4.0.

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