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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Workflow Manager

All workflow for Microsoft CRM is configured using Workflow Manager. Workflow Manager is a GUI (graphical user interface) tool that requires no knowledge of a programming language. Although the syntax that Workflow Manager produces does look somewhat like a simple programming language, any nontechnical business user can use workflow manager to configure processes in Microsoft CRM.

Workflow Manager can be accessed on the CRM server by going to Start, Programs, Microsoft CRM, Workflow Manager. Figure 12.1 shows the Workflow Manager tool.

Figure 12.1. Viewing Lead rules in Workflow Manager.

When Workflow Manager is open, you can ...

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