Microsoft Dynamics CRM Workflow Tutorial

Learn how to setup a basic workflow process in Microsoft Dynamics CRM 2016. In this tutorial we will walk you through the workflow process to create an email notification when an opportunity is reassigned. This can be used for new leads, opportunities or cases.

A workflow enables you to create and manage your automated and interactive business processes. An automated process relies solely on communication among applications based on a set of rules, and interactive processes rely on people to initiate and run the process, and to make the appropriate decisions during the running of the process. In our example the workflow is running an interactive process that is initiated when an opportunity is reassigned.

For more information on Microsoft Dynamics CRM or to learn more about how workflow automation can help your organization run more efficiently contact our CRM team to start a discussion.

2016-12-16T06:06:19+00:00 April 6th, 2016|Microsoft Dynamics 365 (CRM)|