Chapter 6. Programming Workflow
Microsoft Dynamics CRM includes a workflow module that allows you to create a set of rules that the software will run automatically based on trigger actions that you configure in the system. Some of the potential workflow rule triggers include creating a new record, updating a record status, assigning a record, and modifying a data field. Using workflow allows you to create automation processes, including:
Assigning leads based on geography
Creating e-mail alerts if a particular data field changes
Updating record values or creating new records
Implementing a sales process
Because every organization has unique business automation needs, Microsoft designed the workflow module to accommodate a wide range of functionality. ...
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