Chapter 12. Workflow
In this chapter
Workflow Manager
Workflow Actions
Workflow Conditions
Creating a Sales Process
Workflow Monitor
Workflow Security Settings
Use Case Corner—Automating Business Processes Through the Microsoft CRM Workflow Monitor
Summary
Power users of CRM systems are well aware that workflow is a large part of the value of CRM. Because workflow differs significantly even between companies in the same business, having a way to automate workflow can create tremendous efficiencies.
In this text, the term workflow refers to the automation of routine processes. Examples of workflow include
Routing of a service case to a particular individual or queue based on the priority or status of the case
Automatic creation and assignment of standard ...
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