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Working with Microsoft Dynamics CRM 3.0 Sample Chapter

Updated Chapter from Working with Microsoft Dynamics CRM 4.0 Coming Soon!
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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