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 results for the updates just made
• Confirm that they have been updated

Now your On-Demand workflow should be all set up and working.