Interested in streamlining business processes and creating the best experience for end users?
Workflows in CRM can reduce time spent entering data into the system and create automated communications. Download this educational webinar where we will focus on how to automate processes within Microsoft Dynamics CRM using workflows.
Microsoft CRM comes standard with a powerful workflow tool that can be customized to fit a wide variety of needs. During this webinar we will define the different types of workflows available and the steps to start building your own.
Attendees will learn how to:
• Determine workflow scope
• Start a workflow
• Configure workflow steps
• Use dynamic values to populate fields
• Create and update records using workflows
• Link workflows together
• Monitor workflows