Microsoft CRM Workflow – A Primer

March 26, 2009 by JFerguson 

If you’d like a nice overview of the workflow functionality in CRM, the Microsoft Dynamics site has a great over view.

To quote:

You can use workflows to automate many common tasks and processes in Microsoft Dynamics CRM. They can be as simple or as complex as you need them to be, but getting started may seem challenging. You don’t need to be a programmer to create a workflow: you just need to understand your department’s business processes.

Like always, if you’d like some advice on exactly how CSG can assist you implement this powerful feature – give me a shout and will be glad to chat.

‘til next time.

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