This chapter is on processes and implementation, and will provide a high-level overview of one an incredibly powerful aspect of Microsoft Dynamics CRM.

What is a process?A Microsoft Dynamics CRM process is a definition for an automated workflow consisting of steps, including the actions the workflow should take at each step, and the rules the workflow should use to proceed to the next step.  There are two categories of processes, a Workflow and a Dialog.

What is the difference between a workflow and a dialog?
A workflow is an automated process that may or may not require user input to run. Typically these processes run in the background and are utilized for their automation capabilities. Workflows can be ran on many records at one time.

A dialog is a semi-automatic process in that it requires user initiation in order to start and run to completion. Dialogs support CRM data queries and user input of variables to use during the execution of the dialog. Unlike a workflow, a dialogs can only be ran on a single record at a time.

Tip! For more information on this topic, refer to our blog Workflows and Dialogs: What’s the Difference?

Additional resources

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