Video: Create a simple workflow

We’ve recently published a fairly in-depth how-to video on one of the Microsoft Dynamics CRM more powerful features: Creating a simple workflow (CRM users) and Creating a simple workflow (CRM Online users). . Workflows allow you to automate repetitive tasks that you perform regularly in CRM. You can set up your system to do a lot of the repeated steps for you by setting up a workflow—you can even customize your workflow to match your system. Power users and administrators can make work much more efficient for everyone.


I welcome your comments and queries about our videos.


Tom Brush

Comments (0)

Skip to main content