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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create custom task tem...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create custom task templates

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Posted on by Justin Wilkinson 1,338

Hi Just looking at some ideas and a breakdown from the community for advice 

I have a custom entity called task templates-I want to  have set tasks in their ideally that can be added/removed  and I  want to automate the creation of these tasks to multiple users within a group and potentially have recurring tasks.

What would be the easiest approach to this? ideally using Flow/ Workflows

screenshots /advice would be appreciated 

  • Suggested answer
    Vijay Tailor Profile Picture
    Vijay Tailor 431 on at

    As per My Understanding.

    If the target user is dynamics User in that scenario better to use Workflow.

    because in Dynamics we can create workflow very easily with all the OOTB features.

    Flow also the best option if we need some integration from another system like CDS/Third-party/Other business application in that scenario flow is the best option.

    But Flow use required additional cost :-)

  • Justin Wilkinson Profile Picture
    Justin Wilkinson 1,338 on at

    Hi Thanks ideally I would like to use flow, do you have any examples of how you would go about using this?

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