CRM Crate

Dynamics 365 | Create a basic workflow

Previously we learnt what is a workflow. Now let us learn how to create a basic workflow. In CRM Dynamics 365, navigate to settings. Under process center click on the tab “Processes”. In processes click on New to create a new workflow process. Provide name to your workflow and navigate / click on the field …

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Understanding workflow in CRM Dynamics 365

A workflow in Dynamics 365 is a process which defines series of functions or methods, called steps which are operated sequentially. The Workflow can change the processing direction by using conditionals, referred to as conditional branches. A workflow is an pro efficient tool for managing both data and processes. With help of workflows, we can easily ensure that certain …

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