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Creating Workflow

Applies To:


  • Dynamics 365 (online)
  • Dynamics 365 (on-premises)
  • Dynamics CRM 2016
  • Dynamics CRM Online

You can buy Dynamics 365 in the cloud or on premise, however there will be key software differences.



Setting The Scene :


Microsoft Dynamics 365 is an Enterprise Resource Planning (ERP) application used in all kinds of organizations around the world.
It offers a great variety of functionalities out-of-the-box to manage different divisions of an organization like accounting, sales, purchase processing, logistics, or manufacturing. Dynamics 365 is a flexible ERP that allows companies to grow the application by adding new components to the solution to meet unique requirements.


What are Dynamics 365 Workflows?


Workflow is essentially a tool to automate the business processes.

All business processes are an integral part of an enterprise software.

A business process can be of two types: automated processes that rely solely on inter-communication among applications and execute on a set of rules, while interactive processes require human intervention, they need to be initiated and inputs are needed so that it can make appropriate decisions during the time of its running.

Microsoft Dynamics 365 provides many pre-built components that business users and administrators can utilize to model their business processes.

Dynamics 365 workflow is one similar facility/component that consists of a series of steps and rules to automate a business process.

Workflows act as one of the most powerful no-code extensions you can set up in Dynamics 365; without writing any code.

A workflow can run on an out-of-the-box entity available in Dynamics CRM or on a custom entity that is compatible with Dynamics 365 platform. Workflows can be configured to run manually, or they can be automated to execute in a number of different ways.

Alike Dynamics CRM, in Dynamics 365, the name has been changed from workflow to process, yet the entity that’s used under-the-hoods to implement a process is still same – workflow.

Microsoft Dynamics 365 process is based on the Windows Workflow Foundation(WWF) programming model.


How need of workflows arise?


With Workflows in place, you can focus on pivotal business activities by automating repetitive business processes.

Workflows are versatile and can fulfill a wide range of functionalities, ranging from creating entities and sending e-mails to calling actions.
Often times, you need some lightweight job to execute to leverage specific facility without having to learn programming, in these situations, workflow comes in handy. They allow for simple, or complex automation of tasks within Dynamics 365 that can make an incredible difference to an organization.
Fewer times, workflows can be substituted for custom plug-ins.


When to Use Dynamics 365 Workflow?


In the case when you want to extend standard behaviour of business process to achieve the functionality that business application requires through some ad-hoc mechanism, workflows are perfect fit to fulfil this type of needs.

As stated previously, Windows Workflow Foundation, the backbone of Dynamics 365 CRM, provides

  • a runtime engine
  • a framework
  • a base library of activities and
  • default implementations of the runtime services

through which administrators can create and manage Dynamics 365 CRM workflows.

Interestingly, WWF also preserves the state of process execution during computer shutdown and restart.

If you want to schedule workflows at a certain time, or trigger set of actions every night, weekly, bi-weekly or monthly, it is easy to accomplish.


How to create Workflows ?


There are many types of workflows we can create:
  • One-off Workflows
  • Multi-stage workflows
  • Custom XAML workflows
  • Create real-time workflows
Here, we will see how to create a recursive workflow that executes every 24 hours.
In this example, we will create a workflow to be executed at every 24 hours, that will send a reminder note to team members to complete their tasks.

 

Step 1: Navigate to Setting–>Process–>Click “New”

process

Step 2: Enter “Process name” –> Select ““Workflow” in Category Drop Down Box –>Select “Task” from Entity –> Click “Ok”

process-name

Step 3: A new window will open where you can design the workflow process.

workflow-process

Step 4: Click “Add Step” and select “Check Condition” from available options, in this placeholder, we can define conditions that are required for this process to move forward

Set the task activity “Status” as “Open”

process-properties

Now we want the workflow to take action when anyone of below two conditions are met.

<br;>

Condition 1: – Action to be taken if task gets completed before 24 hours – in this case, actually no reminders are required to send, we will stop the workflow in this case.

<br;>

Condition 2: – Action to be taken if task takes more than 24 hours – we ought to send an email to the respective person in this case.

<br;>

Step 6: Select the row, click “Add Step” and select “Wait Condition”.

condition

information

Step 7: Specify Condition & Save and Close. Add a “Wait condition” to check if tasks are completed or cancelled. If tasks are accomplished, we shall stop workflow with status as succeeded.

save

stopworkflow

check-condition

Step 8: Now set the other wait condition with a process timeout that waits for 24 hours. Select “Wait until”, click “Add Step” and click “Parallel Wait Branch”.

parallel-branch

step

Step 9: Set the Process Timeout Condition. Email Notification Date is a Custom Attribute which assists in capturing the Date/Time to send the Notifications.

 

*To Update Email Notification Date, we will create a separate workflow or Business Rule which will update Task “Created On” Date to “Email Notification Date”.

file

Also Define the Actions that should take place for each wait condition, here we are sending a reminder email.

msg

info

Step 10: Set the Email Template that should get displayed for reminder email.

email

Step 11: The most important step is to update the Date and Time for next reminder email notification. For that, we need to update the timings to 24 Hours plus the previous time. This is to ensure that the workflow will trigger again & continue sending email notifications after every 24 Hours until the task is completed.

update-task

update-record

general

Step 13: Create new task and validate the workflow if it actually executes in a way desired. You can check for more details in the Process Session.

 

*Note: To validate instantly, you can change the timings from 24 Hours to 5 minutes.

 

You can use the coequal logic and set up process for your own Sales Follow-up Workflows to match your own organizational needs.
Step 12: Don’t forget to save the Workflow, and Activate it. It will run for every task that is created.

We can create Workflows to generate a meaningful automation activities, like:


  • send periodic bulletin to target customers
  • send a reminder note every night to team members and notify them for any pending tasks
  • create a process that monitors contract expiry date and sends out various reminders in accordance with it
  • send a reminder mail to approve the request like lead qualification, account creation etc.
Conclusion
One of the major advantages of the Microsoft Dynamics 365 and Microsoft Dynamics CRM platforms is that both can be easily adapted to fit any complicated business needs and can be optimized to match your organization’s processes.

 

Workflows feature makes it easy to streamline your business processes and increase the efficiency of your resources by eliminating manual tasks and therefore, there are less chances of errors or oversights.

 

Thanks to Workflows, many manual tasks can be automated.
If you would like to know more about our MS Dynamics 365 CRM Services, then do leave an enquiry to us at info@varianceinfotech.com

Do You Need more information ?


For any further information / query regarding Technology, please email us at info@varianceinfotech.com OR call us on +1 630 861 8263, Alternately you can request for information by filling up Contact Us
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