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For the latest updates to this post please visit the original posting here: How to Use Microsoft Dynamics CRM Workflow Templates
In Microsoft Dynamics CRM, you can reuse the same workflow steps in multiple workflows without recreating them. This is done by creating a workflow template and then using the template as a basis for creating the other workflows.
In the example below, we’ll make a template that will create an email activity when a case is closed. We will be able to use it to specify different emails to send based upon how the case is resolved. Since we want to create an email activity, it can be done asynchronously.
Now that the workflow template is created, let’s walk through the steps of using the template in an existing workflow.
Note: This “point in time” copy of the template; so changes made to the template will not affect those created from the template. Likewise, changes to workflows created from the template will not impact the template.
Now that you know how to use Microsoft Dynamics CRM workflow templates, you have discovered a quick way to create many workflows that are similar without duplicating your efforts!
If this was useful to you, you’ll find many more ways to work with workflows on our blog.
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