I've been rebuilding (I wanted to start from Scratch) on some of the workflow processes that we use to run parts of our business. From a professional services standpoint, this process is a simplified workflow that outlines the four stages of our Managed Services sales process with only a couple of tasks at each stage (I can't give away all my secrets you know, hahahah).
The new workflow manager:
I'm very impressed with the built in functionality. The major feature I like is the ability to create and manage workflows from my Desktop instead of having to remote into the server like I did in version 3...
I'm working on a workflow design tutorial that will take some of the best processes I've seen and outline how to work with them in CRM 4.0. I know these won't be applicable to everyone, but with some tweaking they should be a great start. It just seems like workflow examples are almost non existant, so I'll post mine. If anyone has any ideas on examples that they'd like to see, I'd love to have them!
1 comments:
Yea, pretty nice eh? Glad to see you are cooking right along! The workflow is very nice, based on Microsoft Windows Workflow Foundation version 3.0. Sharepoint 2007 is also based on the same technology. With the web parts, you can create some very very powerful stuff. Give me a ring, lets chat about it ;) Hope all is going great ! See ya around
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