Dynamics 365 CRM Creating Workflows
Автор: The Dynamic 365
Загружено: 2022-06-17
Просмотров: 1852
Creating Workflows in Dynamics 365 CRM involves automating business processes without writing code. Workflows are used to trigger actions based on certain conditions, such as when a record is created or updated.
Steps to Create a Workflow:
Navigate to Settings: Go to Settings → Processes in Dynamics 365.
Create a New Process: Click on New and select Workflow as the process type.
Define Workflow Details: Provide a name, select the entity (e.g., Contact, Account), and define the scope (e.g., Organization, User).
Set Workflow Steps: Add steps such as creating records, sending emails, updating fields, or calling other workflows based on specific conditions.
Activate the Workflow: Once designed, activate the workflow to start running automatically when triggered by defined events.
Workflows help automate tasks, improve consistency, and save time by eliminating manual processes within Dynamics 365 CRM.
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