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

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

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

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

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

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

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

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

• 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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