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Automation of Microsoft Dynamics 365

Automation of Microsoft Dynamics 365

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 365 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
  • Automation of email to speed up frequently used communication
  • Using Business Process Flows to guide users through data entry
  • 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

Microsoft Dynamics 365 training schedule

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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

Work your CRM, not your team!

This white paper explains 42 common enhancements Opsis clients use to get more from Dynamics 365.

How many of them could improve your processes and your results?

Click here to download 42 ways whitepaper

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Microsoft Dynamics 365 Education Services

To download your own copy of our Microsoft Dynamics 365 education services overview free e-book click on the button.

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Opsis is an expert Microsoft Dynamics 365 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 success, with Microsoft Dynamics 365.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of Microsoft Dynamics 365 services include CRM strategy, CRM scoping, Dynamics 365 implementation, technical  support and Dynamics 365 training.