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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 17. Automated Processes

Creating workflows and dialogs

Automated workflow is one of the most useful features in Microsoft Dynamics CRM. Workflow is like a macro that sits in the background, watches for changes or conditions within the database, and then creates records, modifies things, or performs actions based on a pre-defined set of workflow steps.

For example, whenever a new lead is entered into the database for one of your salespeople, workflow can be configured to automatically generate a reminder e-mail to the salesperson and to create activities that aid in implementing your business process. Workflows can be created by a system administrator and applied to an entire organization, or they can be created ...

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