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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Hour 16. Workflows: Creating Simple Workflows

What You’ll Learn in This Hour:

What is a workflow?

Internal alerts based on specific criteria

Using a workflow to automate a process

This hour takes a closer look at the world of workflows and how workflows help you automate simple processes. We touched on workflows in earlier hours—specifically, on how they relate to the sales process. However, workflows can be used for much more. This hour is a primer that will help get you started working with Microsoft Dynamics CRM’s automatic workflow creation features. One of the goals of this lesson is to get you started with workflows without overwhelming you, so we approach the topic from a simple step-by-step. You want to increase your understanding ...

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