80714 - Automating Microsoft Dynamics CRM with Business Process Management (2 Day)
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.
Course Introduction
Module 1
Module Overview
What is Automation?
Reason Behind Automation
Scenarios for Automation
Identifying Automation Opportunities
Module Review
Module 2
Module Overview
Business Management Solutions
Scenarios for all Business Process Management Solutions
Module Overview
Module 3
Module Overview
Business Process Flows Out of the Box
Importing Sample Business Process Flows
Working with Multiple Business Process Flows for a Single Entity
Adding Steps and Stages to a Business Process Flow
Module Review
Module 4
Module Overview
Business Rules Basics
Business Rules Conditions
Business Rules Actions
Module Review
Module 5
Module Overview
Workflow Details and Types
Examine Available to Run Options
Adding and Managing Workflow Steps
Working with Child Workflows
Module Review
Module 6
Module Overview
Dialogs
Differences Between Dialogs and Workflows
Working with Pages, and Prompts and Response
Module Review
Module 7
Module Overview
Troubleshooting Workflow Issues
Troubleshooting Dialog Issues
Module Review
Course Review