Topic: Workflow
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Topic: Workflow At the October CRM Users Group we'll explore how you can use Microsoft CRM to automate internal business processes by creating workflows to carry out routine tasks that involve daily business operations. In practice, these processes can be designed to ensure that the right information gets to the right people at the right time, and help participants keep track of the steps they have to take to complete their work. Your managers can define, automate, and enforce specific business rules, policies, and procedures. For example, Microsoft CRM can automatically escalate overdue service requests, alert salespeople about pipeline management issues, and alert the sales force about key events. Or, incoming leads can be automatically assigned to sales people based on the lead's state. Define workflow rules or create new rules for automated business processes, including leads routing and notifications, opportunity and pipeline management, sales processes, case management, and data transfer to other applications. |
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Your RSVP has been received.
If you RSVP'd for the in-person event, bring a lunch and we'll supply the drinks and some treats.
If you RSVP'd for the web event, you will receive an e-mail with connection information prior to the event. |
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| Social Networking | ||||||||||
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Your interest has been noted.
While no formal plans have been made , thank you for letting us know of your interest in attending a basic Social Networking seminar. If we find there is enough interest in the topic, we will hold a basic seminar/training class/open discussion and will keep you informed on the details.
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