Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours

Exercise

Create some of John Brown’s processes on paper or with a Microsoft Dynamics CRM workflow. Take, for instance, the steps that John must go through to manage the ordering of a new supply of paper. He works with his CFO or the accounting department to first look at prices and to refresh the research regarding rates and quality. He then needs to select both the quality and the price point that works for the company. He or a team member reaches out to the vendors for more information and real-time pricing, and then the order gets placed. When the order is received, the teams have to update inventory and store the new supplies.