Automate the Processes that Move Prospects through the Pipeline


At its core, CRM is intended to be a time and money saver. Tasks performed less efficiently by hand are digitized, and data moves instantaneously to the systematic functions it informs. Productivity increases. You are able to handle more business with aplomb.

In addition, errors implemented through manual data entry are eliminated. As a result, your company looks more trustworthy and spends less of its budget and human resources on clean up, apologies, revised invoices and corrected financial statements.

However, CRM solutions don’t stop at digitizing efforts once executed with pen and paper. They tie these efforts together into manageable business process workflows from start to finish, across departmental lines, with secure and reliable records so that every step is transparent and traceable.

Microsoft Dynamics CRM Online provides this functionality out of the box. But because company cultures and practices are as numerous as corporate charters, it wouldn’t be a true solution if it didn’t gather and move information for processes particular to adoptive business.

So Dynamics CRM assists managers with editing existing workflows on the front end for on-the-fly changes to all entities assigned to the particular workflow, enterprise-wide.

It also enables set up of new processes. Users granted permission to create new workflows define the data to be collected in a particular order. And workflow process development is simple, with some defined “stages” and fields as well as the opportunity to customize stages, steps and fields, and set conditions for certain stages or steps to appear in the workflow. User-created business rules will trigger the appearance of these optional process milestones.


To learn more about adapting and developing business process workflows within Microsoft Dynamics CRM Online, view our on-demand webinar.