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Microsoft Dynamics CRM (Archived)

CRM workflows Saving Records

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Posted on by Microsoft Employee

Hi all

can someone tell me when a record is saved that is accessed via a workflow

is the record saved when the workflow has completed all steps/stages

or

is the record saved after each individual stage or step is completed

I have a main workflow that calls child workflows

I am just wondering when a save occurs on a record that is accessed by a workflow

thanks

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM workflows Saving Records

    Hi luckylifestyledesigner,

    if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

    If you found the answer helpful, please mark as Verified 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM workflows Saving Records

    Hi Lucky Lifestyler Designer,

    when you deal with cascade workflow dependencies you need to use synchronous workflow, to avoid all problems caused by asynchronous operations.

    If any async workflow is involved, you may not be sure all saves apply sequentially.

    Please, let us know.

    If you found the answer helpful, please mark as Verified 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: CRM workflows Saving Records

    Hi,

    afaik, the save occurs on any update step. If it's a back-ground workflow, all its steps will run AFTER the main "save". If it's a real-time workflow, it depends on whether the worfklow has been configured to run before or after the update.

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