MS Dynamics CRM Usability

Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.

We’d love to hear from you. Please take a moment to sign up, and let us know what you have to say.

View all Biz IT Blog articles...

New CRM 4.0 Workflow Courseware now available!

September 09, 2008

The long-awaited CRM 4.0 workflow course is now available!  80003A:  Workflow in Microsoft Dynamics CRM 4.0 is designed to give a non-technical one-day introduction to using the new CRM 4.0 workflow engine.  We've been waiting for this course with anticipation since both Mitch Milam and I had the privilege of contributing to the courseware as subject matter experts. This one-day course is the perfect way to jumpstart using CRM 4.0 workflow to automate manual processes within your organization.

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.

 

Steve Noe

Posted by Steve Noe on 09/09 at 01:26 PM
(0) Comments • Permalink

You must be a registered member to submit comments. |

Notify me of follow-up comments?

Back to Biz IT Blog...

The Biz IT Blog is composed mainly of the musings of Steve Noe, MCT. We welcome comments from registered members.

|