Work with processes

Processes consist of workflows Sets of logical rules that define the steps necessary to automate specific business processes, tasks, or sets of actions to be performed on Microsoft Dynamics CRM records. and dialogs A type of process in Microsoft Dynamics CRM that displays the input forms and the data that a user needs at each step while interacting with a customer or following a process that requires user input. A dialog can have branching logic that is based on input from the person stepping through a case, phone call, or other customer interaction., which allow you to automate some of your business tasks and create consistency in how you interact with your customers.

Workflows

Create or edit a workflow

Add or change dynamic values in a workflow or a dialog

Dialogs

Create a dialog

Assign a process to another user

Start a dialog

What else can I do? More tasks...