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Customer experience | Sales, Customer Insights,...
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CRM 2016 perform action step missing in workflow

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Posted on by 5

Hi All,

I need to perform an action in a workflow.

I don't have much experience in CRM 2016, the picture below shows the available steps, but "perform action" is missing.

Does this has something to do with security roles?

pastedimage1600245538602v1.png

Thx in advance.

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    “Perform Action” was introduced in Dynamics CRM 2015 Update 1. So it should be avialable in your CRM Instance.

    Can you please check with system admin role/System customizer role.

    www.inogic.com/.../

    Please mark my answer verified if i were helpful

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