DynamicsCon is here to save the day! Virtual Training for your organizations heroes! Last week was the 1st ever DynamicsCon! This was a free community event with sessions voted on by attendees and it was a huge success! Sessions were prerecorded which meant that speakers could engage in the chat and answer questions as the … Continue reading DynamicsCon Workflow Deep Dive
I am currently a moderator for the CRMUG/D365UG MB200 Certification Study Group (links to future and recorded webinars on my events page). Last week our topics included Workflows! One topic that can be confusing about Workflows is knowing which user the workflow will run as. This user's name will show up as the Modified By … Continue reading Who Modified This?
Creating a new Real-Time Workflow I have been mentioning Real-Time workflows throughout the rest of my workflow series. Today, let's look at Real-Time workflows specifically. Converting to Real Time from Background Start When Options Converting to Real-Time Return Error to User: Step 1 New Workflows are set to Run in the Background (asynchronous) by default. … Continue reading Microsoft Dynamics 365 Workflows: Real Time Options
We have already learned about the Types of Processes, Workflow Settings and Workflow Scope and Trigger options. Now let's move on to what you can do inside these workflows. The most important part of writing workflows is figuring out the correct logic and flow. To do this I recommend starting with a flow chart. This gives … Continue reading Microsoft Dynamics 365 Workflows: Workflow Steps
Now you already know about the types of processes and the left-side of the workflow options (Run When), so now we will talk about the right-side of the workflow options. This includes Scope and Start When. Background Workflow Scope and Start When Scope means who should this run for. Start when is what action should … Continue reading Microsoft Dynamics 365 Workflows: Start When and Scope
Now that you understand the types of Processes available in Microsoft Dynamics 365, let's break down the settings you will need to configure for workflows. It can be very confusing while working on your first workflow to see the half-page of settings you need to fill out! Background Workflow Options Today will will cover the … Continue reading Microsoft Dynamics 365 Workflows: Workflow Settings
It can be overwhelming when getting started using workflows and other processes in Dynamics 365. So let's start by breaking down the types of processes that are available and how you might use these. When creating a Process from the Settings -> Processes area you have 4 options: Action - An Action is a set … Continue reading Processes: Types of Processes in Microsoft Dynamics 365