Working with Microsoft Dynamics CRM 3.0 Sample Chapter

If you're interested in the book, but if you're not sure that it's right for you... you can download and read a free sample chapter (in Adobe PDF format) to get a taste for the book's content. We let our blog readers decide which sample chapter to post, and the winner was Chapter 8 - Workflow.

Chapter 8: Workflow

Overview
- Running Workflow Rules in the User Interface
- Types of Workflow
- Workflow Utilities
- Securing Workflow Rules
- Creating Workflow Rules
- Running Workflow Rules
Events
- Workflow Conditions
  - Check Conditions
  - Wait for conditions
  - Wait for timer
- Workflow Actions
  - Create Activity
  - Send E-mail
  - Create Note
  - Update Entity
  - Change Status
  - Assign Entity
  - Post URL
  - Run Subprocess
  - Stop
  - Call Assembly
Sales Process Management
- Working with Sales Processes
- Configuring a Sales Process
Dynamic Values in Workflow
Calling Assemblies in Workflow
Workflow Monitor
- Definitions
- Process Tab
- Log Tab
Import/Export
- Export Workflow Wizard
- Import Workflow Wizard
Workflow Examples
- Creating a Business Process for Each New Lead
- Escalating Overdue Cases
Summary

Download "Working with Microsoft Dynamics CRM 3.0" Sample Chapter 8 - Workflow (4 MB)

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