What CRM workflow challenges are you facing?
Do you have Microsoft Dynamics 365 installed but feel you could get more out of the system?
Would any of the following help your business?
- Dedicated data capture forms and checklists to replace the need to complete traditional CRM forms
- Automated business processes which trigger when changes are made to the system
- For example, you could make a process to create other CRM records automatically based on the data entered by your users
- Business process flows which ensure that users complete mandatory fields and processes that cross several areas of CRM e.g. Leads, Opportunities, Appointments and Quotes
How we can help with CRM Processes – Workflows and Business Process Flows
We can help to increase the efficiency of your Dynamics 365 system by creating workflows that align with your business processes.
Here’s some marketing customer journey examples.
Business Process Flows
Business Process Flows (BPFs) guide your team through the right steps every time. Think of them as a roadmap built into your system. They show what needs to happen at each stage of a process, like qualifying a lead, creating a quote, or resolving a case.
Why does this matter? It keeps everyone consistent. New starters know exactly what to do. Experienced staff don’t skip critical steps. And because the flow is visual, it’s easy to see progress at a glance.
BPFs also help with compliance and quality control. You can make certain fields mandatory, so nothing important gets missed.
Workflows
Workflows help you automate routine tasks so your team can focus on what matters. They take care of the repetitive stuff in the background, like updating records, sending reminders, or creating follow-up tasks. No more chasing people or manually ticking boxes.
There are two main ways to do this:
- Workflows in Dynamics 365
These are built into the system and great for straightforward processes. For example, when a new lead comes in, a workflow can automatically assign it to the right salesperson and send them a notification. It’s simple, reliable, and keeps things moving without manual effort. - Power Automate
This is the next level. Power Automate connects Dynamics 365 with other apps and services. Want to send an email from Outlook, update a record in Dynamics, and post a message in Teams, all from one trigger? Power Automate makes that possible. It’s ideal if your processes span multiple systems or need more flexibility.
Processes like this will help scale your business. Though often, the users of the system can always see what could be automated. That’s where we come in.
The next steps to automating your business
If you feel these processes would improve the efficiency of your business, please contact us for further details
I’d like help with CRM processes
Eight short guides to help improve your Dynamics 365
- Build better workflows and processes
- Create meaningful, actionable reports
- Get smart with automated emails
- Create a easy to use and centralised document store
- Discover trends and unearth previously hidden data
- Manage users and security better
- Teach you how to manage your CRM in-house
- Provide expert support
