Overview: 80003A describes how to create, run, and monitor workflows to automate business processes. The course emphasizes out-of-box workflow functionality. This course covers basic concepts, creating a basic workflow, the design process, updating triggers, conditional branching advanced and multi-stage workflows, monitoring workflows and workflow security implications.
The course also focuses on using workflows in Microsoft Dynamics CRM 4.0 to automate the sales process, lead promotion and probable revenue. Extending and upgrading workflows and data migration workflows are not covered in detail in this course, but are introduced to provide students with insight into potential advanced workflow topics.
Audience: this course is for non-technical users and technical users alike. Managers, system customizers and end users can benefit from this class. Developers can also benefit from this class, since it helps to know what you can do without extending CRM workflows before you start writing workflow plug-ins.
Prerequisites: experience using Microsoft Dynamics CRM 3.0 or 4.0. The syllabus also suggests the applications course 8913 as an optional prerequisite for this class, but if you have strong applications knowledge you probably can get by without it.
Availability: immediately! Contact us today to schedule.