Tag "workflows"

To Email or to Task? That is the Question

There is a debate brewing about whether to use activities such as tasks and phone calls or use emails to enable business processes within the organization. It really is a question of workflow and dialog design and what is most effective. Microsoft Dynamics CRM workflow makes it easy to create and send emails to users and non-users of Microsoft Dynamics CRM based on updates of data such as an opportunity closing. Also, the Microsoft Dynamics CRM for Outlook Add-on makes it really easy to track emails by simply clicking the Track in CRM button in the Office Ribbon.

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Workflows—an Introduction

Workflows can be powerful tools in any CRM implementation, but I have found they are not fully understood.

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