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Microsoft Dynamics CRM (Archived)

How to create workflow?

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Posted on by

Dear all, 

I am very confused at creating workflow.

May I know the reason why my workflow fails to work?

Thanks!

QQ_2A62FE56_20170209153955.pngQQ_2A62FE56_20170209153940.png

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  • Verified answer
    Nadeeja Bomiriya Profile Picture
    6,804 on at

    Hi Mary,

    Can you please provide more information on what's not working?

    Is the workflow not triggering on creation?

    Not creating the Marketing List?

    Always start with a simple step.  Just create a marketing list without conditions.  If it works then add the conditions.  Untick the automatic deletion of system jobs check box.  If there are any errors, you can open the Process Session and scroll down to see the error message area.

  • naZir Profile Picture
    850 on at

    Need more information regarding failure

  • Kristian Cole Profile Picture
    290 on at

    Was this workflow part of a solution that was created on a Dev or UAT environment and then ported to a Live environment?

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