80714 - Automating Microsoft Dynamics CRM with Business Process Management

Code: 80714
Course duration: 2 days
Price: $1,790

80714 - Automating Microsoft Dynamics CRM with Business Process Management (2 Day)

Description

​This course focuses on one of the most important features of Microsoft Dynamics CRM, the ability to automate business processes. Starting with the reasons to automate, and identifying opportunities for automation, walking through automation opportunities with Business Process Flows, Business Rules, Workflows, and Dialogs, wrapping up with a lesson on troubleshooting the most common issues related to workflows and dialog processes.

Course Introduction       

Module 1            

Module Overview           

What is Automation?    

Reason Behind Automation        

Scenarios for Automation            

Identifying Automation Opportunities   

Module Review

Module 2            

Module Overview           

Business Management Solutions              

Scenarios for all Business Process Management Solutions             

Module Overview           

Module 3            

Module Overview           

Business Process Flows Out of the Box   

Importing Sample Business Process Flows            

Working with Multiple Business Process Flows for a Single Entity

Adding Steps and Stages to a Business Process Flow        

Module Review

Module 4            

Module Overview           

Business Rules Basics     

Business Rules Conditions           

Business Rules Actions  

Module Review

Module 5

Module Overview           

Workflow Details and Types       

Examine Available to Run Options            

Adding and Managing Workflow Steps  

Working with Child Workflows  

Module Review

Module 6            

Module Overview           

Dialogs 

Differences Between Dialogs and Workflows      

Working with Pages, and Prompts and Response              

Module Review

Module 7            

Module Overview           

Troubleshooting Workflow Issues            

Troubleshooting Dialog Issues   

Module Review

Course Review 

 

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