Workflows

A workflow is another type of process that can be defined within the Dynamics CRM platform. This process is used to model and automate business processes.

There are two types of workflows customizable with Dynamics CRM 2016:

  • Background workflows (async)
  • Real-time workflows

Workflows run in the background. They are triggered either automatically based on certain triggers on the entity forms, 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 Workflow option on the ribbon.

Workflows

Once the Run Workflow option is selected, the user is presented ...

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