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Other SkillPacks Available

Based on our popular Dynamics CRM 4.0 Bootcamps, IMG SkillPacks are a great way for you to learn CRM 4 at your own pace.

Applications -- learn Dynamics CRM 4.0 core concepts, sales, marketing, service scheduling, and service management.

Customization -- how to configure users, business units and security; customizing forms, views, entities, attributes, and entity relationships. 

Installation and Deployment -- how to install Dynamics CRM 4.0 on-premise, install and configure the email router, the Outlook client, the Data Migration Manager, and more.

 

 

Need to Know Workflows in Dynamics CRM 4.0?

If you're using Dynamics CRM without workflows, you aren't getting your money's worth! They're one of the biggest improvements in the CRM 4.0 product, and will let you automate everything from administrative functions to complex business processes.  

And since Microsoft dropped the topic of workflows from its CRM certification track, there's no coverage of this important topic in any of the standard classes available. 

So, if you need to understand workflows in Dynamics CRM 4.0...  

 

Purchase the Building Workflows Skill-Pack

What will you learn?

  • Learn about basic workflow properties, like on-demand and automatic workflows, how to trigger automatic workflows, and how to use workflow templates.
  • Learn the important security aspects of workflows, such as who can run them, the importance of workflow scope, and how they interact with the CRM security model.
  • Learn what a CRM workflow can DO -- the "work" in workflow.
  • Learn about conditional branching and Wait conditions -- the "flow" in workflow.
  • Learn about the brand new Dynamic Values UI.
  • How to monitor and troubleshoot workflows.
  • How and when to create administrative and "data cleanup" workflows.
  • How to create complex business process workflows such as Sales Process and Case Routing.
  • How to support escalation scenarios for cases, opportunities or other entities.
  • How to create "audit" workflows so you can track the history of important records.
  • And lots more! 

What's in the Skill-Pack?

The Building Workflows in Dynamics CRM 4.0 Skill-Pack is based on the book of the same name, authored by IMG president and CRM expert Richard Knudson, and available for standalone purchase on Lulu. With the full Skill-Pack purchase, you get the book, plus a lot more, starting with a never-ending subscription to the IMG Student Portal, where you will have:

  • Self-paced access to the online version of the book, with Richard updates on a regular basis
  • Recorded versions of the instructor-led sessions, demonstrations, and lab solutions
  • Custom entities and workflows you can download and import into your own environment for testing and hands-on practice

 

How to Purchase?

The Building Workflows in Dynamics CRM 4.0 Skill-Pack is available for a single-user purchase price of $250. Ask about discounts for multiple user purchases. 

All you need to do is fill out the form you'll find here, and we'll do the rest. Or if you prefer, call us at 312-513-9401.

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