CRM Success Catalyst

CRM Success Catalyst - Gill Walker

 

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Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365

There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.

Two of these, both of which are topics in the PL-200 Microsoft Power Platform Functional Consultant exam, are Business Rules and Synchronous Classic Workflows.  Both Business Rules and Synchronous Workflows have 'scope', but the scope of these two pieces of functionality are significantly different.

Business Rules have form based scope, so cannot be restricted to particular users other than by restricting the form(s).  Classic Workflows (synchronous and asynchronous) have user based scope.  The scope, or availability of the workflow process is controlled by the relationship between the owner of the workflow and the user doing the action that triggers the workflow.

This article is one of a series of short blogs that I am creating as I write a flexible training course for Microsoft's PL-200 Microsoft Power Platform Functional Consultant exam.

The Mystery of CRM Success - Unpacked

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Why Opsis?

Opsis is all about the clarity, security, and success of your Microsoft Dynamics 365. 

Gill Walker - Dynamics 365 trainer (MCT) and CRM Success Catalyst

Hello, I'm Gill Walker, the Principal of Opsis.  My commitment is your success with Microsoft Dynamics 365.

My knowledge and experience are available to you through education, consulting, training your team, and speaking at conferences and other events.  I speak and train in person and virtually / online. 

I am a Microsoft Certified Trainer (MCT) and the President of the NSW chapter of Professional Speakers Australia (PSA).  I have been a Professional Member of PSA for several years.  I am a Microsoft Certified Professional and I hold the Microsoft Dynamics 365 Sales Functional Consultant Associate, the Microsoft Dynamics 365 Customer Service Functional Consultant Associate, and the Microsoft Dynamics 365 / Power Platform Solution Architect awards. I am also a ClickDimensions Certified Consultant.

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Five fundamentals of a foolproof CRM implementation strategy by Gill Walker

Five Fundamentals of a Foolproof CRM Strategy

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