Summary

Workflow is a powerful tool that can add a lot of value to a Microsoft CRM implementation. By using workflow we can create powerful business rules as well as sales processes.

Workflow is created in a tool called the Workflow Manager. This tool is installed on the Microsoft CRM server during the normal CRM server installation process. Workflow Manager is an easy-to-use interface that enables a nontechnical business user to create rules and sales processes without having to learn a programming language.

Workflow can be triggered in a number of ways and can take a number of different actions based on conditions at the time the workflow is being run. Using workflow we can automatically send emails, create activities, and even run other workflow processes.

Workflow Manager comes with an accompanying tool called Workflow Monitor. Workflow Monitor enables a user to keep track of which workflow rules are in use as well as the status of these rules. Using Workflow Manager we can troubleshoot workflow and see which rules and processes are being run the most.