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

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Workshop

The Polar Bear Publishing Shop has a number of complex tasks that need to be completed in a certain order. Completion of these tasks is interdependent, requiring that one person do what he or she needs to do and then hand off to the next. The Polar Bear Publishing Shop wants to document and standardize some of these sets of tasks.

John Brown, CIO of the Polar Bear Publishing Shop, architects a set of processes. He first documents what the processes are and then lays them out in a business process diagram. After the process is validated and approved by his peers, John uses Microsoft Dynamics CRM to automate different sets. He sets up a workflow process for book binding and for editing and review. He also sets up the process around working ...

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