When you start to plan your CRM implementation think in terms of roles and responsibilities.
Microsoft Dynamics™ CRM Online made easy Microsoft Dynamics™ CRM Online made easy
Streamline and fine-tune your business processes and keep everyone connected to each other and the information they need.
Microsoft Dynamics™ CRM adds advanced workflow capabilities, from a wizard that empowers your team to create workflow solutions without requiring access to your server, to making it easy to share data between Microsoft Dynamics CRM and your other systems and line of business applications.
Better workflows create better systems, more responsive employees—and improved productivity. And that gives your business a real competitive edge.
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.
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.
Create custom workflow rules with triggers based on any business event or period of time. Automatically create tasks when workflow rules are triggered.
Define and indicate required actions at opportunity, individual or team level. Two types of workflows, standard and staged help refine tasks.
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.
When you start to plan your CRM implementation think in terms of roles and responsibilities.