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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Workflow triggering / ...
Customer experience | Sales, Customer Insights,...
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Workflow triggering / Can't find why

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Posted on by jonathanbrookes 10

Hello,

I have set up several workflows on Dynamics 365 regarding the accounts. 

1. 4 workflows that check if the accounts are actively taken care of by their owner. If not, it switch a field to "Cold". (In a nutshell, it checks if the owner is creating activities)

2. 1 workflow that send an email to the owner of the account when it switches to "Cold".

My problem is the following : I have several cases where the account switched automatically to "Cold" and the email was sent...but I cannot find why, that is to say which of the workflow of the first category switched the account to "Cold". 

I find it very weird but I cannot find anything in the System Tasks. I tried to search workflows that modified an account on which there was a problem : no results. I tried to check all the workflows that started at the time the account was switched to "Cold" : No restults.

Where else can I look ?

Thank you very much for your help!

Best regards ! 

  • jonathanbrookes Profile Picture
    jonathanbrookes 10 on at
    RE: Workflow triggering / Can't find why

    Hi Mehdi,

    Thanks for your answer.

    How can I check my plugins?

  • jonathanbrookes Profile Picture
    jonathanbrookes 10 on at
    RE: Workflow triggering / Can't find why

    Hi Hao,

    I already checked : I am the one who modified the account, switching it to "Cold". But I am sure I did not do it, so I am guessing something automatic that I created is doing it.

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Workflow triggering / Can't find why

    Hi Victor,

    You can also try to use audits to check which fields have been changed according to the time the workflow was running.

    docs.microsoft.com/.../audit-data-user-activity

    docs.microsoft.com/.../enable-use-comprehensive-auditing

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Workflow triggering / Can't find why

    Hi,

    Please check your plugins. Maybe a plugin performs an account update using directly the target entity.

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