welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

How Many Types of Workflow in MS CRM can we create

By Hani Dixit on 8/3/2020

How Many Types of Workflow in MS CRM can we create?

In this blog, we are going to tell you how many types of workflows we can create in Microsoft CRM.

Workflows in MS CRM allow you to automate simple and complex business processes within CRM. You can create workflows using CRM out-of-the-box functionalities, or you can write custom workflows with .Net code to do complex workflows. Workflow processes can run in background or in real-time and if required user input option can be given.

Work flows can be triggered based on specific conditions or can even be started manually by the users. Internally, MS CRM workflows are implemented using Windows Workflow Foundation. In this blog, I will be explaining few things about configuring the workflow.

A workflow has the following major parts while configuring it (Following are the steps) −

·       You Configure the entity on which to run the workflow

·       You Configure whether the workflow will run synchronously or asynchronously

·       You Configure the message (event) on which the workflow will run

·       You Configure the scope in which the workflow will run

·       You Configure the stages and steps (actions) of the workflow

Synchronous and Asynchronous Workflow

While creating a workflow, you will see the option to Run this workflow in the background (recommended) means whether this workflow will run in real-time (synchronously) or in background (asynchronously).

However, the recommended approach is to run the workflows in the background since they use system resources as and when available. But, you can always switch back and vice versa.

Workflow Messages

Workflows can be registered and executed on specific events as follows −

·       Any record is created in crm

·       Any record status changes

·       Any record is assigned

·       Any record field value changes

·       Any record is deleted

Workflow Scope

Workflows allows you to set the scope in which the workflow you want to run.

Following are the supported workflow scopes −

·       User Workflow will run only on the records owned by the same user as the workflow users.

·       Organization - Workflow will run on records owned by any users in CRM.

·       Business Unit - Workflow will run on the records owned by the users of the business unit same as the workflow users.

·       Parent Child Business Units - Workflow will run on the records owned by the users of the business unit same as the workflow users as well as any child business units.

Following are the workflow steps

Workflows in CRM are a grouping of series of steps which the workflow will following. You can even split these steps in logical stages according to your need. Following these steps are supported by CRM workflows –

Conditional Steps-         

·       Check Condition - Specifies a logical “if (condition) - then” the statement.

·       Conditional Branch - Specifies a logical “else – if – then” the statement. It can only be used with a Check Condition.

·       Default Action - Specifies a logical “else” the statement. It can only be used with a Check Condition.

Wait Steps-

·       Wait Condition - It Waits until a specific condition is met. It Not applicable for real-time workflows.

·       Parallel Wait Branch - specifies an optional wait condition with a set of additional steps that can be performed after meeting the initial criteria.

Action Steps-

·       Create Record – This Creates a record of the specified entity with the specified default values.

·       Update Record - This Updates the selected record with specified or dynamic values.

·       Assign Record - This Assigns the selected record to a user or team.

·       Send Email - This Sends an email.

·       Perform Action - This Specifies the custom workflow steps (and actions). These custom steps are developed by a CRM developer.

·       Change Status - This Changes the status of the selected record.

·       Stop Workflow - This Stops the current workflow.

 


MS CRM 2013
Dynamics CRM
MS CRM 2016
D365 CRM
Workflow
Author
Blog Calendar
Blog Calendar List
2022 Dec  20  3
2022 Nov  209  2
2022 Sep  11  1
2022 Aug  46  4
2022 Jun  7  2
2022 May  3  2
2022 Apr  4  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  10  1
2021 Aug  35  5
2021 Jul  34  4
2021 Jun  521  5
2021 May  25  3
2021 Apr  917  3
2021 Mar  89  5
2021 Feb  1037  7
2021 Jan  1147  9
2020 Dec  284  7
2020 Sep  61  3
2020 Aug  388  3
2020 Jul  90  1
2020 Jun  55  3
2020 Apr  38  3
2020 Mar  11  2
2020 Feb  26  5
2020 Jan  33  7
2019 Dec  17  4
2019 Nov  12  1
2019 Jan  23  2
2018 Dec  39  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  833  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  68  2
2017 Sep  576  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  59  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  120  4
2017 Feb  603  4
2016 Dec  192  3
2016 Nov  551  8
2016 Oct  278  10
2016 Sep  459  6
2016 Aug  39  1
2016 Jun  1829  6
2016 May  108  3
2016 Jan  71  2
2015 Dec  405  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1417  6
2015 Aug  14  1
2015 Jul  127  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5316  4
2014 Dec  17  1
2014 Nov  2252  4
2014 Oct  67  1
2014 Sep  106  2
2014 Aug  5125  1
2014 Jul  48  2
2014 Apr  2518  12
2014 Mar  282  17
2014 Feb  218  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  684  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  213  1
2013 Apr  56  6
2013 Mar  2145  10
2013 Feb  123  3
2013 Jan  288  2
2012 Nov  54  2
2012 Oct  490  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote