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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

how to create workflow in dynamics 365

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Posted on by 1,635

Dear Experts,

                      can you plz guide me how to create a new workflow in D365 like we create in ax2012 R3.. kindly tell me any similarity between creating process of                          WF in D365 & Ax2012R3

                     also if there any documents about this process any body have then send me . 

                    Thanks in Advance

Best Regards

  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: how to create workflow in dynamics 365

    Hi partner,

    Unfortunately we could not add system user in D365 by workflow. 

    For online versions, D365 users are managed in Office 365 and we should go to Office 365 admin center to manage users.

    pastedimage1580804737956v1.png

    pastedimage1580804772469v2.png

    https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles

    For on-premise version, you should add users in domain manually.

    You could try Power Automate for your requirement, I suggest that you could raise this problem in power automate forum for other more professional help.

    https://powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity

    Hope it helps.

    Best Regards,

    Leo

  • Yasir Shahzad Profile Picture
    1,635 on at
    RE: how to create workflow in dynamics 365

    Dear Leo ...thanks for help...like in ax2012 we add user in WF... how we can add users in above WF

    REgards

  • LeoAlt Profile Picture
    16,331 Moderator on at
    RE: how to create workflow in dynamics 365

    Hi partner,

    You could follow the below steps.

    1.Go to Advanced Settings->Processes.

    pastedimage1580799495935v1.png

    pastedimage1580799531108v2.png

    2.Click on "New" button to create a new workflow. Choose the category as "workflow" and choose the entity which you want to run this workflow.

    pastedimage1580799589468v3.png

    And attention that there are two types of WF, background WF could be triggered automatically when the condition is meet and on-demand WF needs users to click the button to run.

    3.Then we will enter the WF configure form. Here we could setup the trigger conditions and actions like update, create, delete or assign and many other actions.

    pastedimage1580799938513v4.png

    4.After we saved and activated the WF, we could go to System Jobs to monitor the process.

    pastedimage1580800013477v5.png

    About more information, please refer to the following links.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

    Hope it helps.

    Best Regards,

    Leo

  • Suggested answer
    ba365guy Profile Picture
    2,948 on at
    RE: how to create workflow in dynamics 365

    Please take a look at the following link:

    docs.microsoft.com/.../workflow-processes

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