Sales

[Applies to: Microsoft Dynamics CRM 4.0]

Using workflows to automate common business tasks

You can use the following links to articles that contain examples of using workflows to automate common business tasks and process in your organization.

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Videos

Articles with workflow examples

Articles about understanding workflows

Articles about customizing workflows

Blog posts

Videos

Workflow overview: Implementing a sales process

Using the sales process as an example, this video demonstrates how you can use Microsoft Dynamics CRM workflow tools to generate the activities necessary to complete a process. Length: 25:00 minutes

Workflow example: Simple trade show lead process

This video demonstrates how to create a simple follow up process that fires when you import trade show leads. Length: 10:30 minutes

Articles with workflow examples

Close multiple activities with a workflow

By creating a workflow, you can close multiple activities at once, instead of closing each activity individually.

Categorizing tracked e-mail in Microsoft Dynamics CRM

Use the Category field and set up a workflow in Microsoft Dynamics CRM to help you keep track of e-mail messages.

Articles about understanding workflows

Follow a workflow from creation through action

With several ways to create workflows and millions of ways to use them, where do you start? Follow a workflow through a complete life cycle, from creating the workflow through to keeping an eye on it to make sure it's doing what you want it to do.

Understanding workflow structure

In this article, managers and decision makers can learn about the components of a workflow to determine how to use this productivity tool to make job processes more efficient, integrated, and cost effective.

Articles about customizing workflows

Workflow customizations

Workflows are 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.

Configure Status Reason fields

Status Reason fields typically appear in closing dialog boxes, which people often want to modify. Learn what options are available in Status Reason fields and how to modify them.

Default values of Status and Status Reason attributes

If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules are needed, or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM, then you can use the Status and Status Reason reference information in this article in your planning process.

Transportable customizations

With the metadata-driven design of Microsoft Dynamics CRM, you can export and import customizations to create a backup or transport your customizations to another deployment.

Blog posts

Using Workflow to configure business data

Use workflows for business auditing.

Use Workflow To Set The Primary Contact

Automatically check the parent account for any new contact, and set the primary contact in that account if it's blank.

Using Workflow to Maintain an Audit Log

Track changes to opportunity fields that affect the Sales Pipeline report. Enable auditing on other record types by applying the lessons from this example.

Workflow - Phone Call Conversion of Lead to Opportunity

Streamline a salesperson's work by automatically qualifying or disqualifying a lead based on updates to an appointment record.

Convert E-mail to Case or Lead Using Workflow

Automatically convert incoming e-mail messages to case or lead records using a workflow.

Workflow – Turning Inaction into Action

Taking action in the absence of action can be just as important as responding to action. Learn how to use Wait Condition steps in your workflow logic to identify neglected records.

Round Robin Lead Assignment

Assign incoming leads one by one to sales staff, in the order that the leads come in. The "Round Robin" approach to managing leads is common in smaller sales organizations that share the same geographic territory.