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Creating and Managing Workflows using Dynamics 365 for Sales - June 1 - Webinar VOX ISM

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. 

Vox will be hosting 105 training webinars in the next ten weeks, yes two every day, for your enjoyment and continuing education, please make us part of your daily routine during our COVID 19 lockdown.


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


June 1, 2020
1:30 pm - 2:15 pm - ET EDT
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This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.

Hope to see you on the webinar. For questions, reach out to linda@voxism.com, or call 905-840-7477

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