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Table Of Contents

Forward
Getting the most out of the book
A little bit about me
Chapter 1 - Introduction
Why is Workflow important?
How Workflow is Implemented in Dynamics CRM
Contrast with SharePoint Workflows
Improvements compared to CRM 3.0
Dynamics CRM Entities and Common Workflow Scenarios
Accounts, Contacts
Leads
Opportunities
Cases
Activities
Record Assignment in Workflows
Chapter 1 Summary
Chapter 2 - Dynamics CRM 4.0 Workflow Basics
Workflow Properties
Name, Primary Entity, and Type
Options for Automatic Workflows
Available to Run -- On Demand
Available to Run -- Child Workflows
Using the Workflow Step Editor
Workflow Steps
Insert Before Step; After Step
Workflow Stages
Workflow Actions
Create Record
Update Record
Assign Record
Send Email
Start Child Workflow
Change Status
Stop Workflow
Monitoring Workflows
Monitoring Workflows from the Workflow Record
Monitoring Workflows from an Entity Record
Monitoring Workflows from System Jobs
Demonstration 2.2 – Basic Lead Assignment Workflow
Demonstration 2.3 – Case Assignment and Routing Workflow
Demonstration 2.4: Setting Default Values for Account Records
Chapter 3 - Dynamic Values and Flow of Control
Introduction
Entity Relationships, Record Assignment and Ownership
Entity Relationships
Record Assignment
Assigning Records to Queues
Dynamic Values
Dynamic Values are Context Sensitive
Using Increment, Decrement and Multiply Operators
Dynamic Values: Related Entities
Dynamic Values: Local Values
Flow of Control – Check Conditions
Check Condition: Building out your Workflow Logic
Working with Conditions: Building out your Workflow
Nesting Conditional Branches
Flow of Control - Wait Conditions
Adding Wait Conditions
Configuring Wait Conditions
Parallel Wait Branch
Stages and Wait Conditions
Demonstrations for Chapter 3
Demonstration 3.1: Escalation Workflow for Past-Due Opportunities
Demonstration 3.2 – “Task-Based” Staged Sales Process Workflow
Demonstration 3.3 – New Lead Auto-Responder Workflow
Demonstration 3.4 – Marketing Campaign Audit Trail for Campaign Activities
Chapter 4 - Advanced Topics
Recursive Workflows
Recursive Workflow Mechanics
Counting Workflow Loops
Automatic Workflows, Business Units and Security
Using Workflows to Audit Records
Creating Audit Trails for Changes to Records
Creating Audit Trails for Deleted Records
Demonstrations for Chapter 4
Demonstration 4.1 - Assigning Leads on a First-Come First-Served Basis
Demonstration 4.2 - Assigning Leads on a Round-Robin Basis
Demonstration 4-3 – Recursive Workflow for Case Escalation
Demonstration 4.4 – “Manual” Sales Process Workflow with Stages
Demonstration 4.5 Creating Audit Records for Deleted Opportunities
Demonstration 4.6 Opportunity Audit Workflow
Demonstration 4.7: Creating a Record from an Unrelated Entity
Chapter 5 - Tips, Tricks and Traps
Importing and Exporting Workflows
Workflow Names
Workflow Status Values
Workflows and Dependent Customizations
Advanced Find Queries for System Jobs
Activity Records have an “Is Workflow Created” Attribute
Workflows and Entities are Related to Each Other
Working with Workflow Templates
Workflow Security
Workflows and Importing Records
Summary
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Richard Knudson - Building Workflows in Dynamics CRM 4.0

Richard Knudson - Building Workflows in Dynamics CRM 4.0

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Published by Nelson Noguera E

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Published by: Nelson Noguera E on Jul 06, 2011
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11/28/2012

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