Business Process Automation

Microsoft Dynamics CRM 2013    |    Intermediate
  • 9 videos | 56m 14s
  • Earns a Badge
Likes 11 Likes 11
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application with a flexible platform for a broad range of requirements. Explore business process automation from workflows to custom queries using advanced find.

WHAT YOU WILL LEARN

  • create a basic background or asynchronous workflow
    create a real time or synchronous workflow
    create a basic dialog
    create a conditional branch in a dialog
    create a dialog that queries CRM data
  • use system jobs to manage and monitor background processes
    monitor real time processes and use advanced find to report on processes
    create an advanced find query
    create and share an advanced find query that filters and shows fields across multiple entities

IN THIS COURSE

  • 6m 36s
    In this video, learn how to create a basic background or asynchronous workflow. FREE ACCESS
  • 7m 27s
    In this video, find out how to create a real-time or synchronous workflow. FREE ACCESS
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    3.  Introduction to Dialogs
    7m
    In this video, you will learn how to create a basic dialog. FREE ACCESS
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    4.  Dialogs with Conditional Branches
    8m 4s
    In this video, you will learn how to create a conditional branch in a dialog. FREE ACCESS
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    5.  Querying CRM Data in a Dialog
    7m 10s
    Find out how to create a dialog that queries CRM data. FREE ACCESS
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    6.  Monitoring Background Processes
    3m 22s
    Learn how to use system jobs to manage and monitor processes in the background. FREE ACCESS
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    7.  Monitoring Real-Time Processes and Process Reporting
    4m 44s
    In this video, you will monitor real-time processes and use advanced find to report on processes. FREE ACCESS
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    8.  Introduction to Advanced Find
    6m 18s
    In this video, learn how to create a more complex query using the "Find" feature. FREE ACCESS
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    9.  Looking Deeper with Advanced Find
    5m 34s
    In this video, you will create and share an advanced find query that filters and displays fields from multiple entities. FREE ACCESS

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