Microsoft Dynamics CRM 2011 Unleashed

Creating Workflows with Microsoft Dynamics CRM

By default, any valid CRM user can create Processes; however, the permissions to create processes can be configured by roles to prevent users from creating new processes that might burden the system. Figure 24.28 shows where permissions are set in the Settings, Security Roles area for creating processes.

Figure 24.28 Process permissions configuration.

Refer to Chapter 12, “Settings and Configuration,” for more information about setting permission levels.

Workflows can be started by the following triggering ...