{"id":1629,"date":"2021-04-09T14:11:41","date_gmt":"2021-04-09T14:11:41","guid":{"rendered":"https:\/\/www.toponecrm.com\/blog\/?p=1629"},"modified":"2021-04-13T15:58:35","modified_gmt":"2021-04-13T15:58:35","slug":"how-to-create-a-workflow-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/toponecrm.com\/blog\/crm\/how-to-create-a-workflow-in-dynamics-365\/","title":{"rendered":"How to create a workflow in Dynamics 365"},"content":{"rendered":"\n<p>This post will show you how to create a simple workflow using Dynamics 365.<\/p>\n\n\n\n<p>In this example I will be creating a workflow where I will check to see if a person is over the age of 18, if this is true the person will be assigned to contact Tugrul (which is me).<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/bandicam-2021-04-09-13-09-32-355.mp4\"><\/video><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 1:<\/span> First we need to navigate to our <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Dashboard<\/span><\/strong> and go to the advanced settings which are located on the top right-hand side of the window.<\/p>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 2: <\/span>From the advanced settings window we can navigate to the <span class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Processes<\/strong><\/span> page from the drop-down menu.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"296\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-1024x296.png\" alt=\"\" class=\"wp-image-1631\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-1024x296.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-300x87.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-768x222.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-1536x444.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7-350x101.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-7.png 1920w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 3:<\/span> From the <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Processes<\/span><\/strong> window we can see all of the previous process created by default alongside any custom ones we may have created ourselves. We can now click on +New on the top left to create our own process. A prompt will appear on the screen which will ask us to fill in the necessary details. From the image below you can see the details, I have filled in to create our workflow. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-1024x60.png\" alt=\"\" class=\"wp-image-1632\" width=\"835\" height=\"48\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-1024x60.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-300x18.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-768x45.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-1536x90.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8-350x20.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-8.png 1936w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Create new process<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"802\" height=\"600\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-9.png\" alt=\"\" class=\"wp-image-1633\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-9.png 802w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-9-300x224.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-9-768x575.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-9-350x262.png 350w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Processes prompt<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 4: <\/span>The first thing to do once we have created our process is to check the &#8216;<span class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Records field change&#8217;<\/strong><\/span> under <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">&#8216;Start when&#8217;<\/span><\/strong>. You can then click on the <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">&#8216;View&#8217;<\/span><\/strong> and select the relevant record we will like to set a listener on which in my case is birthday. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"714\" height=\"563\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-10.png\" alt=\"\" class=\"wp-image-1634\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-10.png 714w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-10-300x237.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-10-350x276.png 350w\" sizes=\"(max-width: 714px) 100vw, 714px\" \/><figcaption>Select Birthday record<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 5: <\/span>Once we have selected the relevant fields it is now time to &#8216;<strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Add Step&#8217;<\/span><\/strong> and select the &#8216;Check Condition&#8217; step so we can set our if statement to check if a person is under the age of 18. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"545\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-1024x545.png\" alt=\"\" class=\"wp-image-1635\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-1024x545.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-300x160.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-768x408.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-1536x817.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11-350x186.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-11.png 1918w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Add step check condition<\/figcaption><\/figure>\n\n\n\n<p><span class=\"has-inline-color has-vivid-cyan-blue-color\">Step 6: <\/span>We can now add our if statement which will select the entity <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Person<\/span><\/strong>, select <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Birthday <\/span><\/strong>field, add <span class=\"has-inline-color has-vivid-cyan-blue-color\"><strong>Greater Than <\/strong><\/span>clause and finally select <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">current date<\/span><\/strong> to see if <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Person<\/span><\/strong> is &lt;18.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-1024x63.png\" alt=\"\" class=\"wp-image-1636\" width=\"986\" height=\"61\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-1024x63.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-300x18.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-768x47.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-1536x94.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12-350x21.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-12.png 1648w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Specify condition<\/figcaption><\/figure>\n\n\n\n<p>Step 7: Once we have specified our conditions we can now save and <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Activate<\/span><\/strong> our process.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-1024x58.png\" alt=\"\" class=\"wp-image-1637\" width=\"960\" height=\"54\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-1024x58.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-300x17.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-768x44.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-1536x87.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13-350x20.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-13.png 1920w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption>Activate process<\/figcaption><\/figure>\n\n\n\n<p>Step 8: Finally we can check if our process is working by creating a new contact with a relevant date of birth or change a person date of birth who already exists in our database. We can check this by going to our processes and on the left-hand side selecting <strong><span class=\"has-inline-color has-vivid-cyan-blue-color\">Process Sessions<\/span><\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"282\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-1024x282.png\" alt=\"\" class=\"wp-image-1638\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-1024x282.png 1024w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-300x83.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-768x211.png 768w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-1536x422.png 1536w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14-350x96.png 350w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-14.png 1920w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure>\n\n\n\n<p>If everything goes well you should be able to see the status as succeeded and it will show whether the user was assigned correctly or not. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"739\" height=\"151\" src=\"https:\/\/www.toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-15.png\" alt=\"\" class=\"wp-image-1639\" srcset=\"https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-15.png 739w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-15-300x61.png 300w, https:\/\/toponecrm.com\/blog\/wp-content\/uploads\/2021\/04\/image-15-350x72.png 350w\" sizes=\"(max-width: 739px) 100vw, 739px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This post will show you how to create a simple workflow using Dynamics 365. In this example I will be creating a workflow where I will check to see if a person is over the age of 18, if this is true the person will be assigned to contact Tugrul (which is me). Step 1: &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/toponecrm.com\/blog\/crm\/how-to-create-a-workflow-in-dynamics-365\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to create a workflow in Dynamics 365&#8221;<\/span><\/a><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"0","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":[],"_tribe_ticket_has_attendee_info_fields":false},"categories":[60,25,3,9,30,6],"tags":[],"ticketed":false,"_links":{"self":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1629"}],"collection":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1629"}],"version-history":[{"count":2,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1629\/revisions"}],"predecessor-version":[{"id":1722,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1629\/revisions\/1722"}],"wp:attachment":[{"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/toponecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}