Building Business with CRM
Building Business with CRM - Chapter Overviews
Chapter 1 – Introduction
This chapter discusses the importance of business processes in a general sense, and compares and contrasts them across several dimensions: how they vary by business function, across industries, and how they change over time. It also describes some of the most common use-case scenarios for Dynamics CRM business processes, and provides an overview of the characteristic processes applied to the most common record types, such as leads, accounts, contacts, opportunities and cases.
Chapter 2 – Business Process Fundamentals
This chapter explains the fundamentals of building business processes in Dynamics CRM. Topics include creating a new workflow process, workflow properties, automatic and on-demand processes, and the basics of how to use the workflow designer. Also covered are the actions that can be performed by workflow processes and how to monitor running processes.
Chapter 3 – Dynamic Values and Business Process Logic
This chapter includes a thorough discussion of dynamic values, a foundation skill required to be productive in designing processes. It also provides detailed coverage of the logical constructs available in business processes: conditional branching and wait conditions.
Chapter 4 – Introducing Dialog Processes
This chapter introduces dialog processes, starting with a comparison of workflow and dialog processes. It covers dialog properties and the basic dialog constructs including pages, prompts and responses. It introduces the actions available in dialog processes that are not available in workflows, discusses the most common kinds of conditional branching in dialogs, and introduces the important dialog-specific ability to query CRM data.
Chapter 5 – Advanced Topics in Dialog Processes
This chapter covers three important topics that allow you to create powerful and flexible dialog processes: calling child processes with Link Child Dialog, using variables in dialog processes, and the ability to call a dialog with a URL.
Chapter 6 – Security, Advanced Topics and Troubleshooting
This chapter contains a comprehensive coverage of security and Dynamics CRM business processes. It also explains how business processes function as solution components, with a special focus on what you need to do to move processes from one Dynamics CRM organization to another.
Chapter 7 – Business Process Tips, Tricks and Traps
This chapter is a potpourri: things I thought you should know but didn’t fit anywhere else, troubleshooting tips, interesting facts about business processes that are useful to know, and some commonly encountered traps you should be on the lookout for.