Processes (Formerly Workflows) in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 has expanded its workflow capability by adding interactive dialogs.  These dialogs collect and process information using scripts which prompt users through each step in a process.  Dialogs require user input to start and run them to completion.  

Dialogs can be used to guide customer interactions and internal processes.  Workflow logic could be applied which will make the dialog more versatile.  This logic invokes automated tasks by using the responses that a customer or user makes during the dialog script.

As an example, you can create dialogs for your service representatives to use as a guide for case resolution and case escalation.  By the same token, you can create dialogs for standardizing internal sales and marketing processes such as opportunity qualification and lead scoring.

We look forward to working with our customers and helping them take advantage of the improvements to processes in Dynamics CRM 2011.

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada. Contact us at [email protected] or call 877-943-9696.

by Sherwood Systems, your Arizona Microsoft Dynamics CRM Partner

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