80444 : Workflow and Dialog Processes in Microsoft Dynamics® CRM 2011

Code: 80444
Course duration: 1 days
Location Period
Attend Online 08-04
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 08-04
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 08-04
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 08-04
09:00AM to 05:00PM
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NYC-23rd Street (Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 09-08
09:00AM to 05:00PM
enroll
Attend Online 09-08
09:00AM to 05:00PM
enroll

80444 : Workflow and Dialog Processes in Microsoft Dynamics® CRM 2011

About this Course
This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011
Prerequisites
Before attending this course, students must have:
  • Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011
Audience Profile
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.
At Course Completion
After completing this course, students will be able to:
  • Describe the primary benefits and scenarios for using workflow and dialogs processes in Microsoft Dynamics CRM.
  • Describe how Microsoft Dynamics CRM 2011 workflows function.
  • Design, create, and manage basic workflows and dialogs processes

Course Outline

Module 1: INTRODUCTION TO PROCESSES

One of the most powerful features of Microsoft Dynamics CRM 2011 is the automation of processes, providing the following benefits for organizations:
• Automation of key business processes and procedures.
• Standardizing systems and procedures.
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

Lab : Concept of Workflow

  • Process Types
  • Flowcharts
  • Project Steps
The objectives are
  • Identify the types of processes in Microsoft Dynamics CRM
  • Describe the three types of workflow
  • Summarize the design process for implementing processes
  • Describe the steps to perform a business process analysis

Module 2: IMPLEMENTING AND CREATING WORKFLOW PROCESSES

Lessons

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

Lab : Order Acknowledgement Workflow

Lab : Assigning Opportunities Workflow

Module 3: CONFIGURING MULTISTAGE WORKFLOWS

Lessons

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

Lab : Creating a Multistage Workflow

Module 4: IMPLEMENTING AND CONFIGURING DIALOG PROCESSES

Lessons

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

Lab : Creating Dialog

Module 5: Managing Processes

Lessons

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

Lab : Exporting and Importing Processes

Guaranteed to Run

2017-08-21 09:00 to 2017-08-25 17:00
Attend Online
2017-08-21 09:00 to 2017-08-25 17:00
Palm Beach County Florida (Instructor-Led)
2017-08-16 09:00 to 2017-08-18 17:00
Attend Online

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