Microsoft CRM Workflow Automation - CRM Implementation and Customization Services from SRG Networks, Houston, Texas
Microsoft CRM Workflow Automation - CRM Installation, Customization and Implementation services by SRG Networks, Houston, Texas
Organizations generally implement standard business processes to execute day to day task in order to achieve user adoptability and efficient process execution. Due to nature of businesses, processes vary from company to company and many times from business unit to business unit in a large enterprise environment. Constantly changing market scenarios and associated factors such as technology, legal laws and methodology, it becomes difficult for all employees and system users to keep themselves updated with new processes and methodology. In order to reduce these factors and maximize efficiency, it is required to have automated workflow solution that sends alerts and reminders to appropriate task owner within the process chain to accomplish full process life cycle in timely manner and thus improve profitability with reduction in operational cost. Microsoft CRM (Dynamics CRM) tool is packaged with wonderful workflow solution with great flexibility to suffice dynamic business processes. With help of workflow configuration manager, you can automate business processes to ensure right information is delivered to right person at right time. Microsoft CRM Workflow configuration can execute most commonly used task such as sending an alert to sales team regarding upcoming events, assign sales lead to appropriate sales personnel, issue escalation management etc. Microsoft CRM Workflow configurator has built-in features to take actions such as create an activity, send e-mail, create note, update existing CRM entity, update status, assign entity, post URL, run sub-process, stop execution or invoke a custom method call from an assembly (custom built .NET component). Calling an assembly feature provides limitless option to implement any kind of custom components or process developed using Microsoft.NET Framework. These custom built .NET processes may interact with 3rd party ERP, SCM, HR application or any other line-of-business (LOB) applications in use within your organization. There are endless interaction / integration scenarios between Microsoft CRM and other application such as Data Transfer, data-snapshot updates etc. On top of that CRM workflow configuration manager provide an option to insert condition, which is similar to custom scripting block to implement custom business rules. For example, send an alert (email) to specific user group when a given Opportunity value is over specific amount. Few advantages of using Microsoft CRM Workflow More information about Microsoft Dynamics CRM can be obtained from Microsoft's website. |
