Creating a Simple Workflow in Dynamics CRM

Creating a Simple Workflow in Dynamics CRM

If you’re not using workflows in Dynamics CRM, you should. They’re easy to create and can be a real time-saver. Plus they can help you maintain consistent business policies.

I use CRM workflows for all types of things, e.g. lead nurture programs, scheduled followups, values updates.

You should at least try to create one so you get some idea of what they can do and how easy they are to create and use.

This video gives you a quick glimpse of creating a simple workflow:

No Comments

Post A Comment