How to create Workflow process in Dynamics 365 CE?

Workflows automate business processes without a user interface. People usually use workflow processes to initiate automation that doesn’t require any user interaction.

Synchronous/Asynchronous Workflow:

A synchronous workflow is which runs on real time and a asynchronous workflow is which runs whenever the system have resources available.

Workflow Messages:

• On record created
• On status changes
• When a record is assigned
• On change of field value
• When a record is deleted

Workflow Scope:

User : Workflow will run only on the records owned by the same user as the workflow user.
Business Unit : Workflow will run on the records owned by the users of the business unit same as the workflow user.
Parent Child Business Units: Workflow will run on the records owned by the users of the business unit same as the workflow user as well as any child business units.
Organization : Workflow will run on records owned by any user in CRM.

How to create workflow process?

Step 1:
Settings > Processes > Click New > Add details > Click OK

Here you can see in the “Start when” Field “Record is created” is selected. This means whenever the Lead is created this workflow will trigger.

Step 2:
Add steps > Select create record

Step 3:
Add Description > Select Task in create

Here you can see a error sign. This is because we haven’t set the required fields to create Task.

Step 4:
Click Set properties > Add details

Step 5:
Add dynamic Subject value for Task.
In the right panel, look up for entity and fields > Click add > Select Subject > click Ok to add dynamic value

Step 6:
Add start date and time

Step 7:
Click Save add close > Save Process > Activate Process

Step 8:
Test workflow by creating new lead.

We can also update, delete, assign the same record or the related records. Further there are more workflow as child workflow, on-demand workflow and custom workflow. We will have detailed understanding on these workflows in coming posts. If you have any query on the workflow process, feel free to connect via comments or LinkedIn.