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Streamline and fine-tune your
business process management and keep everyone connected
to each other and the information they need.
Microsoft Dynamics™ CRM adds advanced
workflow management capabilities, from a wizard that
empowers your team to create workflow solutions without
requiring access to your server, to making it easy to
share data between Microsoft Dynamics CRM and your other
systems and line of business applications.
Better workflow systems create
better, more responsive employees—and improved
productivity. And that gives your business a real
competitive edge.
INTEGRATED FEATURES
Support for the Windows Workflow Foundation (WF):
Get a single standard for workflows across systems. For
example, the creation of a customer quote document in a
Microsoft Office SharePoint Server document library
could launch a workflow that executes actions in
Microsoft Dynamics CRM.
Web-based workflow wizard:
Allow data management automation by capturing best
practice tasks in workflows with this unique Web-based
wizard. Processes can then be easily shared with other
users.
Workflow events:
Create custom workflow rules with triggers based on any
business event or period of time. Automatically create
tasks when workflow rules are triggered.
User/group workflow:
Define and indicate required actions at opportunity,
individual or team level. Two types of workflows,
standard and staged help refine tasks.
Workflow templates:
Use Visual Studio to create new workflow systems
graphically and with more flexibility. Store workflows
in common XML language. Team, division, and system
workflow libraries make workflows easier to store and
find.
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