Summary

Microsoft CRM includes powerful workflow functionality that you can set up and configure to implement standardized business processes in an automated fashion. Workflow includes several administration utilities—Workflow Manager, Workflow Monitor, the Export Workflow Wizard, and the Import Workflow Wizard—that any power user can quickly learn without any programming knowledge. You can create workflow rules for many different entities, in addition to a special kind of workflow called a sales process for opportunities. Workflow rules allow you to specify criteria and business logic about how Microsoft CRM should execute the rule. In addition to configuring the workflow trigger event, you can insert conditions and actions within each rule. Workflow rules follow the Microsoft CRM security model, so you can configure the rules and security roles for your organization to restrict user access.