How to Create and Run On-Demand Dynamics 365 Workflows

Do you ever wish you could have a one-off workflow that you can control when it runs instead of having to set up a workflow with a trigger?

Using on-demand workflows in Microsoft Dynamics 365 will allow you to run processes and/or update data without relying on a workflow trigger. This can also be run independently of other processes.

Follow these steps to create and run on-demand workflows in Microsoft Dynamics 365.


  • Navigate to Settings -> Process -> Click the new Button

How to Create and Run On-Demand Dynamics 365 Workflows

  • Enter Process name
  • Select Category = workflow
  • Select Entity to run on

How to Create and Run On-Demand Dynamics 365 Workflows

  • Click to convert to a real-time workflow
  • Click to set as an on-demand process

• Click to convert to a real-time workflow • Click to set as on demand process

  • Click “Add Step”
  • Select update record
  • Click set properties and define what field is to be changed

Create and Run On-Demand Dynamics 365 Workflows

  • At the top of the screen click on the “Activate” button
  • When prompted click “Activate”

How to Create and Run On-Demand Workflows in Dynamics 365

  • Navigate to the advanced find
  • Filter the criteria to your desired results
  • Click results

How to Create and Run On-Demand Workflows in Microsoft Dynamics 365

  • Select the records you want to update
  • Click “Run Workflow” button

How to Create and Run On-Demand Workflows

  • Select the workflow to run
  • Click the “Add” button
  • Confirm pop-up; click OK

How to Create and Run On-Demand Workflows in Dynamics 365

  • Navigate to advanced find
  • Search for results for the updates just made
  • Confirm that they have been updated

Your On-Demand workflow should be all set up and working.

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