Microsoft Dynamics 365/CRM Workflows: What they are and How to Utilize them

Ledgeview Partners Microsoft Dynamics Tips

As an admin, Workflows in Microsoft Dynamics 365/CRM is one of the most powerful tools you can use to implement logic without utilizing customization code, making things easier for your whole system and organization.

Essentially, they are triggers that prompt your Microsoft Dynamics 365/CRM system to apply actions following an if ‘x’, then ‘y’ methodology.

Workflows save admins a lot of time. They allow you to trigger the Workflow on-demand as well.

You can set conditions within Workflows for when these actions will take place, and there are numerous actions that you can call.

There is so much that can be done with Workflows. The tool is truly expansive and dynamic.

So, you may wonder, what exactly can be done with Workflows, and why would you want to be using Workflows?

Here are some common examples that explain “why”. Use Cases for Workflows may include:

  • Send an email when a new owner is assigned: There are many times when ownership changes hands, territories are reassigned, someone is promoted, etc. Therefore, account ownership may be changed, and you want the new owner to be notified. You can automate this process in a Workflow to run every time this happens.
  • Update information on the opportunity with information from the Account record, based on conditions from the account record: The trigger must be on the Opportunity record. For instance, if you want to update some information on an Opportunity with industry information on the accounts, you can automate this with a Microsoft Dynamics 365/CRM Workflow so long as the field types are compatible.
  • You can also create a follow-up phone call or task when the follow-up date field is filled in and pull the date onto that new records as the due date.

These are just a few examples. You can do a lot more with Workflows that you may not have realized!

They are INCREDIBLY powerful.

Learn more about the possibilities of Workflows in Microsoft Dynamics 365/CRM when you watch our latest user group webinar here.

Microsoft Dynamics 365 CRM User Group Webinar

About Julia Flaherty

Digital Marketing Specialist at Ledgeview Partners

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