Microsoft Dynamics 365 Workflows: Workflow Settings

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

Processes: Types of Processes in Microsoft Dynamics 365

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