How to create a button that when clicked will kick off a workflow?

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Posted on by USA80

Hello,

Could someone please let me know how I can create a new ribbon button (lets say for Accounts), and when pushed it would execute a workflow? Screen shots with steps would be greatly appreciated, thank you.

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Leah Ju Microsoft Employee on at

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How to create a button that when clicked will kick off a workflow?

Hi,

You can use the Run Workflow button from Smart Buttons in Ribbon Workbench.

1.Install Smart Buttons for Ribbon Workbench

https://d365demystified.com/2023/01/14/install-smart-buttons-for-ribbon-workbench-xrmtoolbox/

2.Run Workflow Smart Button in Ribbon Workbench

https://d365demystified.com/2023/01/17/run-workflow-smart-button-in-ribbon-workbench-xrmtoolbox/
I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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