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.

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I welcome your comments and queries about our videos.

Cheers,

Tom Brush

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