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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Chapter 4. Business Processes

In the previous chapter, we looked at the basics of working with entities in Dynamics CRM and the essentials of customizing these entities. Now it's time to look at how the Dynamics CRM platform impacts our business and how we can tailor it to fit most, if not all, of our business needs.

This chapter will look at the following topics:

  • Processes
  • Types of processes
  • Dialogs
  • Workflows
  • Business rules
  • Business process flow

We'll be looking at how to work with each of the elements that comprise the sales, service, and marketing modules. We will also go through the customization options, and how we can extend the system to fit new business requirements.

Processes

In the context of Dynamics CRM, processes is a generic category that ...

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