Workflows automate business processes without a user interface. People usually use workflow processes to initiate automation that doesn’t require any user interaction. These allow big-time savings and ensure the correct business processes are followed by your sales reps without manager intervention!

 An Introduction to 2020 Microsoft Technology

• • Dynamics 365 Customer Engagement (the five screens that every rep uses – Accounts, Contacts, Opportunities, Activities, a Dashboard)
  • Dynamics 365 + Office 365 +LinkedIn = Better Together
  • Mobility, Teams, Outlook
  • Power BI reporting

Creating and Managing Workflows using Dynamics 365

• • What are workflows?
  • Elements of a workflow
  • Creating a simple automation/workflow
  • Managing existing or created workflow/automation in Dynamics 365
  • Infinite Loops
  • Checking workflow status

Each workflow process is associated with a single entity. When configuring workflows, you have four major areas to consider:

• When to start them?
• Should they run as a real-time workflow or a background workflow?
• What actions should they perform?
• Under what conditions should actions be performed?

This webinar introduces how to find workflow processes, describe when to start them, and run in real-time or background. 

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https://voxism.com/events/

If you can’t make it, register now, and we’ll send you a link to the webinar recording once it’s ready.