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

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Using a Workflow to Automate a Process

To this point, you have worked with some fairly simple workflow rules that either have no condition or only one condition or, if that condition is true, they do only one thing. What about a more complex workflow, designed to automate a complete process? We tackled the sales process in earlier hours, but workflow automation is not limited to sales. What if you have a process that requires three people doing things at different times? Take, for instance, a simplified version of the process involved in completing a book chapter for a publisher. Each chapter has to be written, reviewed, edited for format and content, and reviewed by the author. Table 16.1 shows this flow of information.

Table 16.1. Book Chapter ...

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