Learn ! Share ! Repeat

I n the previous blog  I have told you about the properties of CRM Workflow, let’s configure a workflow to see how it can make our job easier to automate the task. CRM workflow is a combination of series of stages and each stage can have multiple steps. We will identify the functionality of each action in this blog. Stage: In workflow there is no limit of stages to add as per my knowledge (Please correct me if I am wrong), Stages are used to arrange the logic in some manner that one can easily understand the flow of logic. Check Condition: This property will allow you to run workflow when the condition is met. The logic is applied by if and then condition. Conditional Branch: This property will allow you to run workflow when you have some condition that can be checked if one fails, the logic goes “Otherwise, if<condition>then. Default Action: This property uses logical else statement, one can make previously defined condition i.e. check condition,...

Workflow in Dynamics CRM comes under Process and it’s a great way to automate the simple/complex Business logic. The great deal about workflows are that you can initiate them without any user interaction. Workflows are specific to a single entity, which has been chosen at the time of creation of workflow. CRM gives you feasibility to run the workflow synchronously (real time) and asynchronously (in the background). Properties of Workflow When you create a workflow there are few component that must be entered to start a workflow: Process Name: Process name helps the user to identify which process they have created. It’s not necessary that the name should be unique but it will be more convenient if you have a unique one for all the workflows. Category: In Process Workflow is one of the category, the other process are Action, Business Process Flow, Dialog. While creating the workflow you need to choose “ Workflow ” as a category. Entity: You can choose OOB as w...