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

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What Is a Workflow?

A workflow is an automated process. A process that is automated is often associated with conditional statements, such as business rules that have multiple choices. Depending on the choice, an action can occur. (For instance, if an e-mail is received, a task activity called follow up is automatically created.)

So, if a condition within a business rule is true and an action can occur, a workflow can empower the system to automatically do this action, such as create or close tasks, appointments, e-mails, or other activities. A workflow can also call a small program, based on a set of conditions. Additionally a workflow can be designed to be extremely simple or more complex, such as the simple step of identifying when an Account ...

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