Wednesday, April 29, 2015

Process in CRM 2013

Workflows 
Automate business processes behind the scenes. Workflows are typically initiated by system events so the user does not need to be aware that they are running, but they can also be configured for people to manually initiate them. Workflows can operate in the background (asynchronously) or in real-time (synchronously). These are referred to separately as background workflows or real-time workflows.
Dialogs 
Create a user interface that will guide people through a script for customer interaction or a wizard to perform complex actions consistently.
Actions 
Expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, and Assign provided by the system, an Action uses those core verbs to create more expressive verbs like Approve, Escalate, Route, or Schedule. If the definition of a business process changes, someone who is not a developer can edit the Action so the code does not need to be changed.
Business Process Flows
Use Business process flows to define the steps in which people should enter data to achieve an outcome. Business process flows add a control to the top of a form that will show people what data they need to enter in order to move forward to the next stage and ultimately to completion of a business process. A business process flow can span multiple entities.