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Workflow vs Process

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Posted on by HelTro

Hello,

I am new to Dynamics 336 and right now trying to figure out how to accomplish and which processes would be best to use right now looking for 2 solutions.

And not sure which direction to go.

Started trying to create a process but could not figure out if I could customize the conditions for example I wanted the action to be triggered

(Today's date) - (created date) = > 5

AND

(Field 1) is Blank

(Field 2) Status is not equal to "No Start"

Then send and email reminding the owner of the Incentive...

I want to be able to schedule a report to be sent out by email to a selected group of people. How would I accomplish this?

Would be super grateful for a pointer in the right direction.

Thank you!

Helene

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sdfasdf 842 on at

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Hello,

Here are my suggestions:

#1 - your workflow should be triggered when the record is created. Then it can run this algorithm:

WAIT FOR 5 DAYS

IF (Field 1) Does Not Contain Data AND Status Is Not Equal To "No Start" THEN:

SEND EMAIL

#2 - unfortunately as of now scheduling reports is not supported.

I hope this helps you!

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HelTro 7 on at

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Hi Nathan,

super thank you for your answer sounds like I went about this like you suggested.

I went under our solution then processes and created a process with the Category = Workflow with pretty much the same specs as you mentioned.

Could you by any chance tell me what is the difference between a Process wit category set as Workflow vs Microsoft Flows?

That is such a bummer that you can't schedule a report to be emailed.

Really appreciate your response!

-Helene

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sdfasdf 842 on at

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Hi Helene,

Microsoft Flows are going to be the next generation workflows moving forward. They offer to wider range of possibilities which are not in place with OOB workflows in D365. There are many scenarios that can be set up with any of those options. However, to my knowledge, real-time workflows are only available with D365 processes at the moment.

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RobertAndersonHunt 20 on at

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In my reading I’ve seen a lot of people say that asynchronous workflows are not a great option, because they increase load on your D365 instance, and because they can be interrupted.

The suggestion I saw was to use a Power Apps Flow to create a new “daily report” record, and trigger one or more synchronous workflows when that record is created. Those workflows might have a “if it is Tuesday today” check or similar to see if it’s appropriate to do their thing.

You can also use Power Apps Flows to execute logical checks like “for each Contact record, if Status is complete...” while workflows within Dynamics can’t execute that kind of logic without plugins.

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