Scenario walkthrough

In this section, we will go through some scenarios to highlight how workflows are used in Dynamics CRM. Through these scenarios, you'll get a clear idea of how and where to use workflows, according to various requirements.

Scenario 1

Michael is a sales manager for Contoso Corporation and is worried about the state of sales management in Contoso. He has noticed that the sales representatives make frequent changes to the leads created in the system during the Qualify stage of a lead. This gives him issues about the data of leads that he reports daily, and the company forecasts are struggling. Michael wishes to lock the editing of the leads by the sales representatives once a lead is created in the Develop stage. So, the only time a sales representatives can enter information about a lead is during the first-time entry. If they wish to make changes to the leads later, they need to contact Michael.

The following steps illustrate how Michael can utilize out-of-box workflows...