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:
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 Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.