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Introduction to Automation using Processes in

Microsoft Dynamics 365  / Microsoft Dynamics CRM

Introduction to Automation using Processes in Microsoft CRM

Beyond CRM configuration, user adoption can be improved by making the user’s job easier through automating some of their frequently repeated tasks.

This one day course is an overview to the options available to automate Microsoft Dynamics CRM without using code. This course focusses on the design of the process so the participants leave knowing why each technique adds value and when it is appropriate as well as how it is used.

This course covers the benefits and the reasons to use Workflows, Dialogs, Business Process Flows and
Custom Actions in Microsoft Dynamics CRM to achieve an easier user interface for your users

At the end of this course, you have:

  • An understanding of the automation options available in CRM
  • The ability to use workflows and dialog processes to do work for you
  • An understanding of how to monitor the processes running in CRM




Target Audience for Introduction to Automation using Processes in Microsoft CRM

  • People wanting to improve the user experience by automating some of their CRM business processes

Course prerequisites for Introduction to Automation using Processes in Microsoft CRM

Participants on the ‘Automation using Processes’ course should be very comfortable with configuring CRM (equivalent to the skills gained on Configuration of CRM) and the breadth of functionality available in Microsoft Dynamics CRM.

Course length

One day

upcoming dates

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

Contact us

Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM, and particularly Microsoft Dynamics CRM.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical  support and CRM training.