Part of the Microsoft Dynamics CRM base package comes with the Windows workflow engine that allows for codeless workflow deployment. What this basically means is that you are able to update your CRM database without ever leaving Outlook. For example, as a user, when I schedule an activity in Outlook, it schedules that activity in my CRM system without me having to actually  go into it. Workflow automatically brings all the information into the body of that particular appointment.

The same goes for phone call activities. Workflow pulls all the contact information into the bottom of the phone call activity. When the activity pops up on my mobile phone, I don't even have to dial the phone number because all of the information is already on my screen. Let's say I make my call and have to leave a message. Not only am I able to complete the activity on my phone, but I can then schedule a follow up activity even if my CRM system is unavailable to me. When I type "follow up" in the subject of a new task, a new activity automatically gets set in my CRM system.

Workflow in Microsoft Dynamics CRM gives me the ability to complete activities, update results from a call or meeting, and schedule new or follow up activities directly into my CRM system from my mobile phone.