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Microsoft Dynamics CRM (Archived)

Workflow

Posted on by

I am completely new to Dynamics. I have an Entity when user enter information an email has to sent to user manager for approval. After Manager approval workflow will stop.

Can anyone suggest 

1. I have to create workflow or business process flow or workflow?

2.How to track the status of the workflow while approval is in progress?

3. Is there is any OOB forms for Manager approval.

Thanks,

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Workflow

    Hello ,

    Andrew is correct .

    You can find details explanation how to send email here .

    blog.clickdimensions.com/creating-an-automatic-email-approval-process-in-crm

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Workflow

    Hello,

    Here are answers:

    1. Workflow. Check an example - benitezhere.blogspot.in/.../a-simple-approval-process-in-crm-2013.html

    2. You can see progress in workflow instance itself.

    3. No, there are no.

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