Dynamics 365 Processes and Workflows training course

Save time and resources by automating your business processes and workflows with the latest version of Microsoft Dynamics 365!

Only £880 + VAT


Course Details

Title: T4D118 - Dynamics 365 Processes and Workflows
Duration: 1 day
Price: £880 + VAT

After completing the course, students will be able to describe the primary benefits and scenarios for using Workflows and Processes in Microsoft Dynamics 365; describe how Microsoft Dynamics 365 workflows function; design, create and manage workflows.


Module 1: Introduction to Processes
Objectives
What are Processes
Types of Workflow
Design Considerations
Business Process Analysis
Solutions


Module 2: Implementing and Creating Workflow Processes
Objectives
Creating Workflows
Workflow Scope
Starting Workflows
Workflow Steps
Dynamic Values
Lab 2.1 - Order Acknowledgment Workflow
Lab 2.2 - Assigning Opportunities Workflow


Module 3: Configuring Multistage Workflows
Objectives
A Set of Sales Process Workflows
The Workflow Design
Create the Workflow
Create the Fulfilment Process Workflows
Create Sales Process Workflows
Extending Workflows
Lab 4.1 - Creating a Multistage Workflow


Module 4: Configuring Business Rules
Objectives
Configure Business Rules
Lab 5.1 - Create a Business Rule


Module 5: Business Process Flows
Objectives
Business Process Flows
Lab 6.1 - Create a Branching Business Flows


Module 6: Managing Processes
Objectives
Monitoring Processes
Importing and Exporting Processes
Process Security
Importing Data and Workflows
Lab 5.1: Exporting and Importing Processes

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.