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Microsoft Dynamics CRM (Archived)

It is possible to change workflow primary entity in Dynamics CRM 365?

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Posted on by Microsoft Employee

I have created a workflow in Dynamics 365 and accidentally had set the primary entity to Contract instead of Contact. Is it possible to change it without recreating?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: It is possible to change workflow primary entity in Dynamics CRM 365?

    Hi

    Tenfold just recently added MS office to their integrations list. Tenfold offers features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also support MS Dynamics integration

    www.tenfold.com/.../microsoft-office-365

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: It is possible to change workflow primary entity in Dynamics CRM 365?

    Thanks for your help and time. Regards.

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: It is possible to change workflow primary entity in Dynamics CRM 365?

    No,

    It's not possible.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: It is possible to change workflow primary entity in Dynamics CRM 365?

    Hi,

    Unfortunately there is no way of doing this. Not the answer you are looking for I know!

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