Working with Microsoft Dynamics™ CRM 4.0, Second Edition

Chapter 8. Workflow

In this chapter:
Workflow Basics
Workflow Templates
Workflow Properties
Workflow Step Editor
Dynamic Values in Workflow
Monitoring Workflow
Importing and Exporting Workflow
Workflow Examples
Summary

Microsoft Dynamics CRM includes a workflow module that you can use to automate your business processes based on the rules, logic, and actions that you design. Microsoft revamped the workflow functionality in Microsoft Dynamics CRM 4.0 so that it uses the Microsoft Windows Workflow Foundation whereas previous versions of Microsoft Dynamics CRM use their own proprietary workflow engine. The results of the revised workflow functionality will impress you: Users, administrators, and developers can design and create powerful business processes ...