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CRM 4.0 Workflows and Stages

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Hi,

In CRM 4.0 we do not have Sales process and workflow can be implemented in more entities than ever. As per MS documentation STAGE is collection of workflow rules. What are the advantages of using Workflow Stages.

Is it just used to calculate the percentage of sales process completed ? Is there any documentation available to create complex workflows Stages.

regards,

Shiva

Thursday, June 26, 2008 8:45 PM

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Here's a good overview:

http://blogs.msdn.com/dynamicscrmonline/archive/2008/05/23/microsoft-dynamics-crm-sales-process.aspx

From my experience, Stage workflows like sales processes can be useful; however, you need to carefully plan them out, otherwise, they can be counterproductive. For example, if you have 50 things happen upon a stage of an opportunity changing, you can create a lot of work that needs to be undone if you ever don't want these things to happen.

Don't over-orchestrate the process, keep it simple as possible.
- Marked as answer by DavidJennawayMVP, Moderator Friday, June 12, 2009 8:14 AM
Thursday, June 26, 2008 9:01 PM

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Here's a good overview:

http://blogs.msdn.com/dynamicscrmonline/archive/2008/05/23/microsoft-dynamics-crm-sales-process.aspx

From my experience, Stage workflows like sales processes can be useful; however, you need to carefully plan them out, otherwise, they can be counterproductive. For example, if you have 50 things happen upon a stage of an opportunity changing, you can create a lot of work that needs to be undone if you ever don't want these things to happen.

Don't over-orchestrate the process, keep it simple as possible.
- Marked as answer by DavidJennawayMVP, Moderator Friday, June 12, 2009 8:14 AM
Thursday, June 26, 2008 9:01 PM

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Hi Joel,

Thanks for the information and the link.

Shiva

Thursday, June 26, 2008 9:09 PM