Creating and Managing Workflow Processes and Rules

As you may already know, additional documentation on the workflow feature is available from the Workflow Manager tool on the server that is running Microsoft CRM. However, you may have noticed that we have not provided example templates for you to use.

As we work on the next update to Microsoft CRM Help, we will consider including example templates. In the meantime, you may find it interesting to read the following blog post from the Program Manager responsible for workflow in our product:

If you’re looking for ideas on what types of workflows you might implement, the following blog post from one of our MVPs may also prove useful:

Finally, the Microsoft Dynamics CRM Community page includes links to the “Sandbox,” newsgroups, forums, and other peer-to-peer resources where you may be able to find examples of workflows you can use:

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