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Customer experience | Sales, Customer Insights,...
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'Otherwise' Statement

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Posted on by 96

Dear Community,

This is a basic solution I'm sure but we are currently converting from our old On-Premises Dynamics Sales solution to our new Cloud based Dynamics CRM system and I am copying some of the processes we have in place.

Below, when the original Administrator has been creating processes they have been able to add in an 'Otherwise' step, I have two questions around this..

1.) What is the purpose

2.) Is it needed?

3.) Can it be added when making processes in Dynamics 365 Sales? If so, how?

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As always, thanks for your help.

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: 'Otherwise' Statement

    Hi MarcusCrooke,

    To answer your questions.

    1. Conditional Branch

      A logical "else-if-then" statement, the editor uses the text “Otherwise, if <condition> then:”

      Select a check condition you have previously defined and you can add a conditional branch to define additional steps when the check condition returns false.
      Default Action A logical "else" statement. the editor uses the text “Otherwise:”

      Select a check condition, conditional branch, wait condition, or parallel wait branch that you have previously defined and you can use a default action to define steps for all cases that do not match the criteria defined in condition or branch elements.
    2. It is not always needed. It is useful when creating logical "else" and "else-if-then" statements.
    3. Yes it can. See the configure workflow steps article for more information on this.

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