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Affiliated, Mike Moran

Webinar – Best Practices and Tips/Techniques for Workflows in Microsoft Dynamics 2011

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There are many critical components to making Microsoft Dynamics CRM work for your business. While each deployment is unique, we believe there are best practices that if adhered to up front, will greatly increase your chances of CRM success. As a Microsoft Dynamics CRM partner and implementer, we wanted to share with you some of our lessons learned and best practices for Dynamics CRM 2011 in our upcoming CRM 2011 Best Practices webinar series.

Join Affiliated's CRM expert and super-user, Steven Jennings, on March 20 at 12:00 p.m. ET, as he kicks-off our webinar series and discusses Best Practices and Tips/Techniques for Workflows in Microsoft Dynamics CRM 2011.

Topics we'll cover include:

  • What are Workflows in CRM 2011?
  • How they are structured?
  • How/when they are called/run?
  • Creating simple workflows
  • Creating a multi-workflow flow
  • Best Practices for workflow "management"

Don't delay, save your spot at the "virtual lunch table" on March 20 and REGISTER HERE. Be sure to save-the-date for our upcoming CRM 2011 Best Practices webinars as well including:

  • CRM Best Practices – Advanced Find – May 15
  • CRM Best Practices – Case Escalation (non-Metro) – June 19
  • CRM Best Practices – Case Escalation (Metro) – June 20

For more information, call Bill Owens at (614) 889-6555, or [email protected]. We look forward to you joining us!

By Mike Moran, Affiliated, Microsoft Dynamics CRM Partner and CRM Integrator, Columbus and Cincinnati, Ohio

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