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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Learning about workflows

A workflow is another type of process that can be defined within the Dynamics 365 platform. This process is also used to model and automate business processes. Workflows run in the background. They are triggered automatically based on certain triggers on the entity forms or based on specific conditions, or they can be started manually by a user. Starting a workflow manually is done by navigating to a record and selecting the Run Flow option on the ribbon. Then, within the Run Workflow section, you need to find the specific workflow to be run:

Note that Flow is now the preferred and recommended way to create automation, and Workflows can only be created by dropping into the Classic solution interface. Workflows created through the Classic interface are presented in the Unified Interface for workflows marked as on-demand processes.

For workflows to be available in this view, a few conditions must be met – the workflow has to be enabled, the workflow has...

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