Microsoft Dynamics CRM Benefits  Your Business Workflow

Make your business processes more predictable, improve efficiency, and guarantee consistent execution.

EASILY SHARE DATA 

Share across all lines of your business. A Web-based workflow wizard empowers end-users to capture their best work practices and share them with their team, division, and company, without requiring IT involvement. Microsoft Dynamics CRM also includes team, division, and system workflow libraries, making workflows easier to store and find.

MANAGE DATA MORE PROACTIVELY 

Microsoft Dynamics CRM 4.0 adds support for the Windows Workflow Foundation (WF), providing a single standard for workflows across systems. For example, the creation of a customer quote document in a Microsoft Office SharePoint Server document library could launch a workflow that executes actions in Microsoft Dynamics CRM.

AUTOMATE BUSINESS PROCESSES 

Automate how you use and manage data. For example, workflow can be used to automatically provision new sales leads based on criteria such as territory or opportunity size. This helps you put data to work more quickly and consistently by automating your processes.

INCREASE PRODUCTIVITY 

Connect all your lines of business, capture best work practices in easy-to-access locations and empower your teams to share information. The result is a more streamlined, mission-focused business that competes more efficiently and consistently.

Features of Microsoft Dynamics CRM Workflow

Microsoft Dynamics CRM gives you integrated features that help you share data, workflows and work best practices across your entire company so all your lines of business run more smoothly and profitably.

• Web-based workflow wizard: Automate how you use and manage data by capturing best practice tasks in workflows with this unique Web-based wizard. Processes can then be easily shared with other users.
• Workflow Events: Create custom workflow rules with triggers based on any business event or period of time. Automatically create tasks when workflow rules are triggered.
• User/Group Workflow: Define and indicate required actions at opportunity, individual or team level. Two types of workflows, standard and staged help refine tasks.
• Workflow Templates: Use Visual Studio to create new workflows graphically and with more flexibility. Store workflows in common XML language. Team, division, and system workflow libraries make workflows easier to store and find.
• Support for Windows Workflow Foundation (WF): Get a single standard for workflows across systems. For example, the creation of a customer quote document in a Microsoft Office SharePoint Server document library could launch a workflow that executes actions in Microsoft Dynamics CRM.