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:
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.
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.