CRM Dynamics Workflow
Do you ever wish you could have a one-off workflow that you can control when it runs instead of having to set up a workflow with a trigger? Using on-demand workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a workflow trigger. This can also be run independently of other processes. Navigate to Settings > Process > Click the new Button Enter Process name Select Category = workflow Select Entity to run on Click to convert to a real-time workflow Click to set as an on-demand process Click “Add Step” Select update record Click set properties and define what field is to be changed At the top of the screen click on the “Activate” button When prompted click “Activate” Navigate to the advanced find Filter the criteria to your desired results Click results Select the records you want to update Click the “Run Workflow” button Select the workflow to run Click the “Add” button Confirm popup click OK Navigate to advanced find Search for re...