Building Business with CRM

Build better workflows. Build better dialogs. -Use all the actions for Workflows and Dialogs -Use dynamic values on the fly with Workflows and Dialogs -Decide when to use a Workflow and when to use a Dialog -Create automatic and on-demand processes -Get the most from the Workflow designer -Query CRM data from your Dialogs, then modify that data -Navigate CRM security model when using Dialogs and Workflows -Work with child Dialogs and Workflows Building Business with CRM - Using Processes in Microsoft Dynamics CRM Just about every business has business processes. And those that don t probably should! Dynamics CRM has many ways to gather and automate those processes, using the system you already have. In this book you ll be guided along from the fundamentals of business processes and how to use software to manage and drive these. Also we will do several deep-dives and learn about some hidden gems of CRM Processes to help your business processes flow well. To accompany this book you will find downloads of step-by-step exercises to take you through hands on learning. The exercises give you detailed information and knowledge to put practical use with the knowledge you have gained from the author.