When I talk about naked CRM I am referring to a CRM system that is configured for the business user with the Customer in mind. This blog is focussed on business and functional topics of CRM to make your life more productive. <o:p></o:p>
So you have a complex workflow that you want to copy and re-purpose for another decision point. Now you do not want to re create it, but just copy it. Its easy do not panic, follow these simple steps.
1. Change the workflow temporarily to a process template, save and close
2. Now create a new workflow and select start from a template
3. Select your template
4. Tweak and change it
5. Activate it
6. Now open up the original workflow and change back to a process and activate it
You have now copied a workflow to create a new one. Simple.
Other Microsoft Sites
I'm a Customer
I'm a Partner
Use the official Twitter tags:
#MSDYNCOMM | #CONV13