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Chapter 12. Workflow

Chapter 12. Workflow

In this chapter

Workflow Manager

Workflow Actions

Workflow Conditions

Creating a Sales Process

Workflow Monitor

Workflow Security Settings

Use Case Corner—Automating Business Processes Through the Microsoft CRM Workflow Monitor

Summary

Power users of CRM systems are well aware that workflow is a large part of the value of CRM. Because workflow differs significantly even between companies in the same business, having a way to automate workflow can create tremendous efficiencies.


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