Designing workflows in Microsoft Dynamics CRM 2011 will allow you to create powerful business processes. Create and monitor your workflow using tools that allow you to build and define your process around specific rules, reason, and activities. A workflow can fire off according to specific triggers you formulate.
Some examples of this include: an activity (email, task, or update) will be executed automatically for a specific lead once it reaches a desired place in your sales cycle. Such as a phone call activity to be created for a staffing company to call an employee the day before a recent hire.
Follow these 6 Steps to create a Basic Workflow inside Microsoft CRM 2011:
Step 1: Navigate to Settings -> Processes (under the Process Center group). Select the New button, then enter a Process Name, define your entity, and select Workflow is the Category. Click OK.
Note: *You can create a totally new Blank Process or select from an Existing Template.
Step 2: From the Workflow Editor Form, you can define the event that will execute your process under the Options for Automatic Processes.
First, specify your Scope, which further defines which records the workflow will affect. Next, define when the workflow starts under Start When. Select the options that best fit your needs. (Click here to learn more about Scope)
Note: *In addition to automatic triggers, you can also specify if you would like your workflow Available to Run as an On-Demand process or as a Child process.(Click here to learn more about Trigger Events)
Step 3: Create your Workflow Logic and Actions using the Step Editor.
In the Step Editor Tool Bar, you can select to add a step using: Check Conditions, Wait Conditions, Workflow Actions, or Stages. Utilizing Conditions allows you to add in business logic to your specific workflow based on events, actions, and/or time. (Click here to learn more about Check Conditions, Wait Conditions, Workflow Actions and Stages)
Step 4: Once your specified Conditions are defined, you can add the Workflow Process Actions.
These actions include: Create, Update, and Assign a Record; Send e-mail, Start Child Workflow, Change Status, Stop Workflow, or Custom Workflow Actions. (Click here to learn about these Actions) Your defined action will trigger once your conditions are met.
Step 5: (Optional) Group common Workflow steps using Stages. Categorize similar business steps in stages by clicking Add Step, and selecting Stages. You can add a Brief Description, and then Group your steps.
Step 6: Once you have your Desired Criteria, Steps, and Trigger Events; you can activate your Workflow by clicking Activate.
Note: *This is a basic outline for creating Workflows. CRM 2011 allows for high-level architecture and complex design.
You can create workflows for almost all entities in Microsoft Dynamics CRM 2011 and revisit them to revise and make edits. Also, you are able to monitor your workflow as the Microsoft Dynamics Asynchronous Processing Service continuously runs, thus executing extensive operations. So, as you can see, by using specific criteria and business logic you are able to execute a desired workflow process which will improve your organizational efficiencies.
Microsoft Dynamics CRM 2011 is full of useful features. Read about more of these features by clicking the links below:
Learn how Microsoft Dynamics CRM and 1Staff can benefit your staffing organization.
Watch this short video to learn how to create a workflow inside Microsoft Dynamics CRM 2011: