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How to Create Workflows in Dynamics 365
Workflows in Dynamics 365 are created by users to automate certain business processes without the need for user interaction. Creating small workflows are great ways for non-developers to optimize certain processes and make the most of out of their CRM. To read about more complex processes of automation consider visiting our blog on the Four Types of Automation!
Let’s walk through the creation of a workflow that will send an email to ‘whoever’ when ‘somebody’ creates a lead.
Step 1: Navigate to your Advanced Settings
When clicking on the gear located in the top right corner of your CRM you will find Advanced Settings. When you have successfully navigated to your settings you can now choose the drop down arrow next to your Settings title on the left. Followed by choosing the Processes under the Process Center.
Step 2: Create a New Process
In this step you’ll want to name your Process to make it easily identifiable followed by selecting its category and entity from the drop-down lists.
Step 3: Change the Scope
Change your scope to ‘Organization’ and select the condition of the trigger. In this example we will select our trigger as ‘record creation’.
Step 4: Add a Trigger
We will be adding the condition that triggers the process only when a specific user creates a lead, followed by filling the condition parameters. Save and close.
Step 5: Create the Email
Navigate to ‘Set Properties’ and design your email including selecting who the email will be sent from. You can use the Form Assistant to add dynamics parameters just as you would in the Marketing app. Remember to save and close properties when you are done!
Step 6: Activate your Workflow
The last thing you will have to do is activate your workflow!
You’ve done it! You are one step closer to optimizing your daily flow and making the most out of your Microsoft Dynamics 365 CRM. If you have any questions about the steps outlined in this post, or would like to learn about other ways to elevate your organization’s workflow reach out and speak with one of our CRM experts.
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