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Customer experience | Sales, Customer Insights,...
Answered

Launch workflow in customer Journey

Posted on by 40

How Can i create Launch workflow in customer Journey?Can u explain where can i create Launch workflow Activity in Dynamics 365 Marketing App?

  • RE: Launch workflow in customer Journey

    Firstly you need to create a on demand workflow (on the contact entity)

    dynamics_2D00_marketing_2D00_event_2D00_registration_2D00_workflow.png

    Select the fields you want the workflow to update

    dynamics_2D00_marketing_2D00_event_2D00_registration_2D00_workflow_2D00_fields.png

    Save the workflow and publish

    dynamics_2D00_marketing_2D00_customer_2D00_journey_2D00_connect_2D00_workflow.png

    Select the Lauch workflow tile and select the workflow created

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Launch workflow in customer Journey

    Hi Selvi,

    It's glad that your problem could be solved.

    Please kindly mark as verified if you had found any answer helped, it would be really appreciated.

    Regards,

    Clofly

  • Verified answer
    RE: Launch workflow in customer Journey

    Thank u very much

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Launch workflow in customer Journey

    Hi Selvi,

    1. Open Advanced Settings.

    (If it navigates your to powerapps admin page, then you could enter following URL to open advanced settings page forcelly:

    https://<orgurl>/main.aspx?settingsonly=true)

    pastedimage1582089044877v1.png

    2. Settings > Processes

    pastedimage1582089191044v3.png

    3. Create a new workflow

    pastedimage1582089239261v4.png

    4. Set the workflow to on-demand and active it.

    pastedimage1582089292726v5.png

    5. Then the workflow will be available and will run on members in segment.

    pastedimage1582089426062v6.png

    Regards,

    Clofly

  • RE: Launch workflow in customer Journey

    Thanks for ur reply.In the aboce document they didnt tell about how to create workflow?Can u give some Example Please

  • RE: Launch workflow in customer Journey

    Thanks for ur reply.Am Asking how to create workflow in dynamics 365 Marketing App?

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Launch workflow in customer Journey

    Hi Selvi,

    If you create an on-demand workflow and the source entity is set to contact, then the workflow will be available in drop-down list:

    https://docs.microsoft.com/en-us/dynamics365/marketing/customer-journey-tiles-reference#launch-workflow

    Regards,

    Clofly

  • Suggested answer
    Aga M Profile Picture
    Aga M on at
    RE: Launch workflow in customer Journey

    Hi Selvi_Bharathiraj,

    In order to launch a workflow in a customer journey: please use the "Launch workflow" action from the journey toolbox and select the workflow that you would like to run (see the screenshot below).

    workflow.PNG

    Best Regards,
    Aga

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