Microsoft Dynamics CRM Workflow Tutorial

About this tutorial:

Video duration: 8:25
Learn how to setup a basic workflow process in Microsoft Dynamics CRM 2016. In this tutorial we will walk you through the workflow process to create an email notification when an opportunity is reassigned. This can be used for new leads, opportunities or cases.

By Dave Packard
Cargas, Systems Consultant

Post Author:

Apple lover, ICT and LEAN consultant, MS Office lecturer My other website with video tutorials - Tutorials, guides and news for iPhones and iPads

6 thoughts on “Microsoft Dynamics CRM Workflow Tutorial

    Stu Fisher

    (August 17, 2019 - 9:21 pm)

    would be great to see an update of this using the current verion of Dynamics

    Alex Clausen

    (August 17, 2019 - 9:21 pm)

    Thanks for the help! This was a really good compliment to the Microsoft written guide (which didn't explain a couple of concepts that you filled in the gaps on)!


    (August 17, 2019 - 9:21 pm)

    Hi, I created an email using create record – email and it is supposed to give me a preview it sends the email but instead, it directly sends the email. Any idea on how to rectify that?

    Karan Chaparwal

    (August 17, 2019 - 9:21 pm)

    Thanks for the video helped me just when i felt trapped Big thumbs up…
    Keep posting good video

    Adam Fultz

    (August 17, 2019 - 9:21 pm)

    Thanks for posting this.

    Sachin Jain

    (August 17, 2019 - 9:21 pm)

    Thanks for the video .. i was looking for the same.

Leave a Reply

Your email address will not be published. Required fields are marked *