4 Workflow Scopes in Microsoft Dynamics 365 and How to Set Them Up

4 Workflow Scopes in Microsoft Dynamics 365 and How to Set Them Up

Setting the Scope of a process is essential when creating automatic workflows in Microsoft Dynamics 365/CRM.

We often find that scope is one of the components of Microsoft Dynamics Workflows that people are unclear about or may overlook as they set up their workflow.

The scope defines, in a broad sense, how many records for an entity(s) that will be included in a workflow you set up in Dynamics. Scope defaults to User whenever you set up a new Workflow.

Most times, however, you will want to set the scope to run against all entity(s) records within your organization.

There are four options that can define your Workflow Scopes:

1. User

The Workflow will only run against entity records owned by the owner of the Workflow. Therefore, it’s almost set up like an individual Workflow.

When you elect this Scope, it means it will only run on the records owned by the same user as the Workflow user.

2. Business Unit

The Workflow will run against entity records for all owners that are in the same business unit as the Workflow owner.

3. Parent:Child Business Unit

Enabling this Scope means the Workflow will run against entity records for all owners that are in the same business unit and any child business unit(s) of the Workflow owner.

Consider you have two child business units that belong to one parent business unit and three child business units that belong to a different parent business unit.

If the user is in the first parent business unit, any entity records owned by individuals within that business unit or its two child units will be included in the Workflow.

4. Organization

The Workflow will affect all records within your Dynamics Organization. It is the scope setting used most often.

It may seem like a “Click and Set” for an Organization when creating a workflow, but it can occasionally be helpful to know and understand the other three options for workflow scope.

Now that you know about 4 Workflow Scopes in Microsoft Dynamics 365 and How to Set them Up, what other Microsoft Dynamics challenges can our team of experts help you solve?

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