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Workflow Improvements

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We all know Microsoft Dynamics CRM 2015 aim deliver a high preforming workflow model for businesses to use from all over the globe. They cater to the needs of all users, no matter if they are large or small companies, NGOs, government functions, developers etc. Microsoft has been around for some time now and it’s safe to say, they know what businesses need and want for themselves to prosper.

Workflow Usability

As in the previous Dynamics CRM version, business users with adequate permission can participate in creating, running and monitoring their workflow processes. However the old interface couldn't provide advance workflow capabilities like Stages, Workflow Templates and Dynamics Expressions. In Dynamics CRM 2015 these advanced features are available which can be used while creating more complex workflows like sales processes.

Workflows can now be written that are triggered by update and deleted events, create, and change status events. Similarly, a workflow can be triggered at multiple events. When selecting a triggering event, a user may choose more than one event. For example, a workflow can be created that runs if a contact record is created, updated, or deleted. The list of triggering events can also be changed after the workflow is created.

Dialogue 

Dialogues are considered a type of process in Microsoft Dynamics CRM that displays the input forms and the data that a user needs at each step while interacting with a customer or following a complex procedure. By using the dialogue, users can create branching logic that is based on input from the person stepping through a case, email, phone call, or other lead interactions.

Tele-Sale companies would frequently us  dialogues for instance to provide scripts which would provide members of staff the right tools to apply consistent interactions with their customers. 

Dialogues display a series of screens based on the responses entered to the prompts on each screen. The dialogue can provide the option to a different set of screens based on the responses you enter. Once the dialogue is complete, the data is saved and can be reviewed later.

Unlike workflow processes, a dialogue can only be applied to one record at a time.

Workflow Processes

How the workflow process operates is the automated business processes going under-way without any user interface. People usually use workflow processes to initiate automation that doesn't require any user interaction.

Each workflow process is associated with a single entity. When configuring workflows there are four major areas to consider:

  • When to start them?
  • Should they run as a real-time workflow or a background workflow?
  • What actions should they perform?
  • Under what conditions actions should be performed?

Tip: If you have workflows that are similar and you anticipate creating more workflows that follow the same pattern, save your workflow as a workflow template. This way, the next time you need to create a similar workflow, create the workflow using the template and avoid entering all the conditions and actions again and again.

Business Flows

With business process flows, you define a set of stages and steps that are then displayed in a control at the top of the form. Each stage contains a group of steps. Each step represents a field where data can be entered, which would advance to the next stage by using the Next Stage button. It is advised to make a next step in the flow so that people must enter data for the corresponding field before they can proceed to the next stage. This is commonly called “stage-gating”.

Business process flows are relatively simple compared to other types of processes, because they do not provide any conditional business logic or automation beyond providing the streamlined experience for data entry and controlling entry into stages. However, when you combine them with other processes and customisations, they can play an important role in saving people time, reducing training costs, and increasing user adoption.

Business Rules

Microsoft introduced Business Rules in CRM 2013 to provide custom business logic through a simple UI and to eliminate the need to write scripts. There were however some limitations with the previous CRM, such as the execute only client side function. There was also no support to develop multiple rules to express rich business logic.

With Microsoft Dynamics CRM 2015 version, a new update has been released that updated the Business Rules platform to eliminate the limitation in its previous version. With these improvements, it is now very easy to design custom validations and logic through a simple click and point interface.

Want more information on the workflow improvements and Dynamics CRM 2015? We’d like to hear from you, or if you would like to try it out, we offer a .



20 Jan 2015

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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