Dynamics 365 workflows consist of a series of steps to automate your business process. A workflow can either be built-in or you can extend its functionality by writing custom code. Workflow processes can either run in the background or can sometimes require user input.
Workflows usually trigger on certain conditions:
Record is Created:
A workflow can be triggered when a record is created
Record Status Change:
A workflow can be triggered when the status field of the record is changed.
Record Field Changes:
A workflow can also be triggered when any particular field in the record is modified.
Record is Assigned:
A workflow can also be triggered when ownership of the record is changed.
Record is Deleted:
You can also trigger a workflow when a record is deleted. For example, you can trigger a workflow to send an email when any record in the contact entity has been deleted
Within a Business Process Flow:
This option allows you to trigger a workflow when a record enters or exits any particular stage
On-demand workflows in Microsoft Dynamics 365 allows you to run processes and update data without relying on workflow triggers.
Check out our Microsoft Dynamics 365 training challenge to become a professional in Dynamics 365. With the perfect plan and guidance, we will assist you at every step to reach your goal.
Recent blog posts: