What is the workflow in Dynamics 365 CRM?

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 Process:

On-demand workflows in Microsoft Dynamics 365 allows you to run processes and update data without relying on workflow triggers.




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