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Wednesday, October 23 • 3:45pm - 4:45pm
Getting Intimate with CRM Workflows

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Workflows provide a powerful way for you to automate and streamline many of your business processes in Dynamics CRM. In this How2 session you will get some great top tips on how to design Workflows which take less effort to create and maintain, work more reliably, and maybe do a few things you were not aware they could. You will also find out how to take advantage of the new Workflow features in CRM 2013, such as pre-event triggers, synchronous workflows, and stop messages for troubleshooting and running as Administrator.

Speakers
avatar for Adam Vero

Adam Vero

MVP, CRM Consultant and Trainer, CRMMasters
I try to help people figure out the best ways to use technology to be more successful. This might involve designing and building a CRM system to suit their business processes, or training users in how to use efficiently use the software tools they have. I don't accept things at face value, preferring to dig into a feature and find out how it really works, often with the aim of coming up with new ways to take advantage of that. I've been working... Read More →


Wednesday October 23, 2013 3:45pm - 4:45pm
MW-Salon D
  • CPE Eligible Yes
  • Level Intermediate