When and How to use Child Workflows in Dynamics CRM

CRMguru

Girl on Dads shoulders_smallWhen is the right time to have your first child?

A difficult question with a whole range of possible answers, I’m sure you will agree, and there are other websites and forums much better placed to answer it. So instead I’ll answer something slightly easier and with more definitive answers which often comes up when I am delivering training for CRM customisers and super-users who build their own workflows:

When should I have my first child workflow?

There are simple answers to this and some more esoteric and more complex answers to this. Generally I would say there are six main use cases for child workflows, which I will discuss in this post in approximate order of obviousness (most to least).

1: “Let me get on with my job”

A very simple scenario for CRM 2011 – you want the user to work through a Dialog process…

View original post 3,219 more words

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