Workflow and Dialog Processes in Microsoft Dynamics CRM 2011 Training

Course #:80444

Workflow and Dialog Processes in Microsoft Dynamics CRM 2011 Training

This training provides students with tools and information to help them better understand how processes can be implemented in Microsoft Dynamics CRM 2011

At Course Completion

After completing this course, students will be able to:

  • Describe the primary benefits and scenarios for using workflow and dialogs processes in Microsoft Dynamics CRM.
  • Describe how Microsoft Dynamics CRM 2011 workflows function.
  • Design, create, and manage basic workflows and dialogs processes

Audience Profile

This course is intended for Microsoft Dynamics CRM System Administrators and Customizers, as well as Business Managers who want to find out how to automate business processes.


Before attending this course, students must have:

  • Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011


1 Day

Outline of Workflow and Dialog Processes in Microsoft Dynamics CRM 2011 Training

Module 1: Introduction To Processes

One of the most powerful features of Microsoft Dynamics CRM 2011 is the automation of processes, providing the following benefits for organizations:

  • Automation of key business processes and procedures.
  • Standardizing systems and procedures.

This training describes how processes can be implemented in Microsoft Dynamics CRM 2011. It does not provide a comprehensive description of procedural design and analysis. Business managers should adapt the topics presented in this training to their existing methodologies.


  • What Are Processes?
  • Types of Workflow
  • Design Considerations
  • Business Process Analysis

Lab : Concept of Workflow

  • Process Types
  • Flowcharts
  • Project Steps

The objectives are

  • Identify the types of processes in Microsoft Dynamics CRM
  • Describe the three types of workflow
  • Summarize the design process for implementing processes
  • Describe the steps to perform a business process analysis

Module 2: Implementing And Creating Workflow Processes


  • Creating Workflows
  • Workflow Scope
  • Starting Windows
  • Workflow Steps
  • Dynamic Values

Lab : Order Acknowledgement Workflow

Lab : Assigning Opportunities Workflow

Module 3: Configuring Multistage Workflows


  • Stages
  • A Set of Sales Process Workflows
  • Testing the Sales Process Workflows
  • Workflows and Sales Pipeline Reporting
  • Extending Workflows

Lab : Creating a Multistage Workflow

Module 4: Implementing And Configuring Dialog Processes


  • What are Dialogs?
  • Creating Dialogs
  • Dialog Structure
  • Running Dialogs

Lab : Creating Dialog

Module 5: Managing Processes


  • Monitoring Processes
  • Importing and Exporting Processes
  • Process Security
  • Importing Exporting Processes
  • Process Security

Lab : Exporting and Importing Processes

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.