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Microsoft MOC 80444 – Workflow and Dialog Processes in Microsoft Dynamics CRM 2011

Course Description

This training provides students with tools and information to help them better understand the how processes can be implemented in Microsoft Dynamics CRM 2011

Who Should Attend

This course is intended for Microsoft Dynamics CRM System Administrators and Customizers, as well as Business Managers who want to find out how to automate business processes.

Course Outline

Module 1: Introduction to Processes

This training describes how processes can be implemented in Microsoft Dynamics CRM 2011. It does not provide a comprehensive description of procedural design and analysis. Business managers should adapt the topics presented in this training to their existing methodologies.

Lessons

  • What Are Processes?
  • Types of Workflow
  • Design Considerations
  • Business Process Analysis

Module 2: Implementing and Creating Workflow Processes

Lessons

  • Creating Workflows
  • Workflow Scope
  • Starting Windows
  • Workflow Steps
  • Dynamic Values

Module 3: Configuring Mutlistage Workflows

Lessons

  • Stages
  • A Set of Sales Process Workflows
  • Testing the Sales Process Workflows
  • Workflows and Sales Pipeline Reporting
  • Extending Workflows

Module 4: Implementing and Configuring Dialog Processes

Lessons

  • What are Dialogs?
  • Creating Dialogs
  • Dialog Structure
  • Running Dialogs

Module 5: Managing Processes

Lessons

  • Monitoring Processes
  • Importing and Exporting Processes
  • Process Security
  • Importing Exporting Processes
  • Process Security

Labs

Lab: Concept of Workflow
Lab: Order Acknowledgement Workflow
Lab: Assigning Opportunities Workflow
Lab: Creating a Multistage Workflow
Lab: Creating Dialog
Lab: Exporting and Importing Processes

What You’ll Learn

After completing this course, students will be able to:

  • Describe the primary benefits and scenarios for using workflow in Microsoft Dynamics CRM.
  • Describe how Microsoft Dynamics CRM 4.0 workflows function.
  • Design, create, and manage basic workflows
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