Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to CRM 4.0.
If you’re new to Microsoft Dynamics CRM and are looking to understand how to write Microsoft Dynamics CRM Sales Processes, check out this short video:
Sales Processes in CRM 2011
I hope you find this helpful.
Stephen V Noe, CRM Consultant and Trainer