Realdolmen Education

Details

Automating Microsoft Dynamics CRM with Business Process Management in Microsoft Dynamics CRM online and On Premise

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

1 day(s)

Audience

Key users, application and technology consultants, developers, solution architects.

Prerequisites

Basic understanding of Dynamics CRM; Attended the following courses: "The sales module to its full potential in Microsoft Dynamics CRM online and On Premise", "The service module to its full potential in Microsoft Dynamics CRM online and On Premise", "Customization and configuration in Microsoft Dynamics CRM online and On Premise".

Objectives

Describe the purpose of automating processes; Describe Microsoft Dynamics CRM Business Process Management; Configure Business Process Flows, Business rules, Workflows and Dialogs.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

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.

Contents

  • Reason to Automate?
  • Introducing Business Process Management
  • Business Process Management Solutions
  • Business Rules
  • Workflows
  • Dialogs
  • Troubleshooting Process Issues