3. Click the Comments tab.
4. Add a comment. a. On the Actions toolbar, click New Article Comment. b. In the Comment on This Article dialog box, in the Comment Title box, type a title for your comment. c. In the blank box, type your comment, and then click OK.
5. Delete a comment. a. In the list of comments, select the comment you want to delete. b. On the Actions toolbar, click the Delete button , and then click OK.
6. Click Save or Save and Close.
Creating Workflows
Creating and Using Workflows
You can automate business processes by creating workflows and applying them to records or allowing Microsoft
Dynamics CRM to apply them automatically. By using workflows to automate your business processes, you can:
Ensure consistency in how records are handled.
Ensure consistency in the information that is stored in your organization's Microsoft Dynamics CRM database.
Allow people in your organization to focus on growing your business instead of performing repetitive tasks.
If you have the System Administrator or System Customizer security role, you have the necessary permissions to create workflows that can affect records throughout your organization's implementation of Microsoft Dynamics CRM. However, even if you do not have one of these security roles, you can still create workflows that affect the records that you own.
Three ways to create workflows
There are three ways that you can add workflows to your implementation of Microsoft Dynamics CRM:
Create workflows by using the Microsoft Dynamics CRM Web application. You can create workflows and workflow templates in the Settings area.
Create custom workflows and custom workflow actions by using the information that is available in the
Microsoft Dynamics CRM 4.0 Software Development Kit
. For more information, refer to the
Microsoft
Dynamics CRM 4.0 Software Development Kit
.
Purchase custom workflows or custom workflow actions from third-party vendors who develop solutions that are compatible with Microsoft Dynamics CRM. For more information about how to integrate a third-party workflow or workflow action, contact the vendor.
Creating workflows by using the Web application
There are four basic steps to creating a workflow by using the Web application:
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1. Create an empty workflow or use a workflow template to create the workflow.
2. Specify the workflow properties.
3. Add conditions, workflow actions, and other elements that define your workflow logic.
4. Publish the workflow.
Microsoft Dynamics CRM 4.0 User’s Guide
