The Microsoft Dynamics 365 CRM platform covers all aspects of customer relationship management, starting from contact management, email marketing, forms, and AI-driven analysis and insights. It provides advanced capabilities and automation features that can be a huge asset to your CRM and marketing teams when taken advantage of. You stand to save a lot of time, resources, and manual effort and can quickly boost your team productivity using the Dynamics 365 platform.
You can do a lot to streamline your existing work processes and find new efficient ways to optimize your business processes using Dynamics 365. The Microsoft Dynamics 365 workflow is a fantastic feature that can help you optimize your business operations, increase productivity, and improve your business. All it takes is some expert guidance and a proper understanding of the feature to help you make the best use of it.
Microsoft Dynamics 365 Workflow
What Is It?
A workflow refers to a set of steps, methods, or functions that need to be executed in sequential order. For instance, when you have to place an order for new equipment, it usually follows the steps like estimating the price, getting managers' approval, and then placing the order and updating the inventory.
Typically, a workflow can be regarded as both a system and a business process.
Based on the task at hand, workflows can even branch into different directions called conditional branches. For instance, in the above example, if the manager rejects the proposal for equipment order, the workflow will flow in a different branch where the records will only be recorded. And for approval, the workflow will continue towards the original branch of steps leading to placing the order.
A workflow can be classified into two different types.
These workflows are executed as background services and are run on the Windows CRM service. The Dynamics 365 uses the windows service as the host application for running asynchronous workflows.
Synchronous workflows are also called real-time workflows and can be easily defined by non-developers as well. They are executed with the help of event execution pipelines and can be defined to include specific steps for pre-operation, post-operation, and core operations. Real-time workflows are created on specific entity records and thus cannot be executed before the Create operation and after the Delete operation of entity records.
It is possible to convert synchronous workflows to asynchronous and vice versa.
Who Uses It?
Workflows can be created and used by any user who owns the entity or has the necessary authorizations within the business unit to create and use workflows.
Thus, anyone in need of automating a specific set of tasks can use the workflow feature to record all the steps and streamline the process effectively.
Here are some of the benefits of using a workflow system:
- It helps you maintain consistency across all your business processes. For instance, all the documents and records required to execute a business operation can be processed and maintained consistently when using a well-defined workflow system.
- It helps improve the process visibility by letting you easily track each workflow process's status, history, and performance metrics. This enables you to identify any weak points and thus keep improving your processes for better profits and cost optimization.
- You can view a centralized work list and thus get easy access to all information regarding the assigned tasks and approvals. This can be highly helpful in fast-tracking all pending tasks and improving your team productivity.
You want to learn more about workflows? Head over here to our article.
Microsoft Dynamics 365 Workflow Tutorial in Microsoft Learn
What is Microsoft Learn?
Microsoft Learn is an educational platform that has been launched to help people across the world improve their digital skills. It provides interactive and intuitive learning modules to help learners gain first-hand information and a hands-on approach to achieving their learning goals faster.
Module Small Explanation
Microsoft Learn presents a simple and inviting learning platform by breaking up complex learning paths into simple modules. Learning paths form a collection of modules that take the learner on a journey to achieving their particular learning goals. Each module is a standalone learning experience on a specific topic. It can be anywhere from 20 minutes to 3 hours of learning material that lays out the concepts quickly and practically.
Workflow Module: Get Started With Workflows In Dynamics 365 For Customer Engagement
As for learners looking to expand their Workflow feature knowledge, you can check out Dynamics 365 for Customer Engagement. This particular module covers everything you need to know about workflows, how to create and configure them and build advanced workflows.
Microsoft Dynamics 365 Workflow Website Tutorial
For more detailed documentation and technical specifications, you can check out the official Microsoft 365 Workflow website. This site has all the resources you will need and can serve as your go-to reference material if you get stuck with anything.
The official site has detailed tutorial pages for each field and function, with step-by-step instructions on configuring a workflow, creating a workflow, adding event-based triggers, and more.
Gestisoft Microsoft Dynamics 365 Workflow Tutorial
Talent LMS Gestisoft Platform
While the official Microsoft Learn gives you many learning materials to get started with, you will need more expert guidance to help you relate the features to real-world business operations and processes. This calls for a more intuitive and expert learning platform provided by the TalentLMS Gestisoft.
TalentLMS from Gestisoft is a learning management system that helps you learn the workflow concepts with ease without having any prerequisite or previous knowledge on the same. It will help you reduce your training time and increase your understanding with real-world examples and more curated guidance. It has excellent features like a straightforward GUI, customization options, easy enrollment, virtual classrooms, and social networking capabilities to make your learning experience more enjoyable, convenient, and straightforward.
You are presented with excellent communication channels and support networks that will help you with your learning process. The course pathways are designed to accommodate your flexible needs and achieve your goals in the way that best suits you.