For the latest updates to this post please visit the original posting here: Switching from Salesforce.com to Microsoft Dynamics CRM: Process Automation
PowerObjects recently released a free eBook on making the switch from Salesforce.com to Microsoft Dynamics CRM. Keep in mind, this eBook isn’t a sales document with a feature comparison—instead, it’s intended for those who want to know what to expect and how to plan for the transition. One of the important areas to consider when you make the switch to Dynamics CRM: process automation.
Here’s an excerpt from the eBook:
“…The beauty of CRM is what we can make it do automatically—processes that take place without anyone really having to think about them. These are the things that make your CRM implementation “hum.” Since they are automatic, it may be a challenge to remember where they are being used in your current system, but chances are you’ll miss them if they don’t get replicated in Microsoft Dynamics CRM.
What automated processes do you already have?
Create a list of automated processes that you currently rely on in Salesforce.com. One common type of process automation is email notification. For example, you may have your current system set up to automatically send an email to a record owner when someone else updates that record.
How can you use workflows to replicate those processes?
Microsoft Dynamics CRM uses its own workflow engine to handle process automation. You’ll want to understand how the workflow engine works so you can use it to replicate your automated Salesforce.com processes.
Figure 1: This is an example of a Microsoft Dynamics CRM workflow that is configured to send automatic emails at different times after a web visitor has signed up for a 30-day trial…”
So there’s your eBook teaser for the week. If you want to read more, download the eBook now—it’s free. Or, if you want more information on the wonders of workflows in Dynamics CRM, we’ve got some great posts:
- How to Alert a Record Owner when an Activity or Note is Added
- Dynamics CRM Workflows & Dialogs: What’s the Difference?
- How to Assign Leads by Zip Code in Dynamics CRM
Happy CRM’ing!
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