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CRM 2016 perform action step missing in workflow

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.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: CRM 2016 perform action step missing in workflow

    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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