Advanced Module

Advanced Workflow

With the differences in business processes across an organization often employees find themselves relying on co-workers for information. Sometimes employees struggle to simply complete certain tasks without having a co-worker complete some portion of the task in his department. This can become tedious and time consuming. Microsoft Dynamics CRM allows you to automate the internal business process, creating workflows to carry out routine tasks that involve daily business routines. Let Microsoft Dynamics CRM simplify the daily business processes and helps you as a manager run your organization more smoothly.

Features and Benefits

• Clarifies the business process by keeping track of the tasks assigned to coworkers and the current status of the project.
• Define, automate and enforce the specific rules, policies and procedures as to eliminate any confusion while employees try to complete varying tasks.
• Alert sales force about pipeline management issues, key events, or incoming leads.
• Create workflow rules for leads routing and notifications, case management and data transfers to other applications.