Monthly Archives: September 2020

How to assign records using workflows in Dynamics 365?

Posted on September 12, 2020 by Paresh Sharma

Scenario: A company has a large customer base and dedicated support system. Presently, any support engineer can pick up a case and resolve it. But the challenge is with High Priority Cases. High Priority Cases are taking more time to … Continue reading →

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How to update records using workflows in Dynamics 365?

Posted on September 11, 2020 by Paresh Sharma

Scenario: As per the company’s policy, every customer and their contacts must get their KYC (Know Your Customer) done every six months. It is easy to update Account’s Address, but it takes a lot of time when users need to … Continue reading →

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How to create records using workflows in Dynamics 365?

Posted on September 10, 2020 by Paresh Sharma

Scenario: In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going … Continue reading →

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What are the types of workflows in Dynamics 365?

Posted on September 9, 2020 by Paresh Sharma

Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each option in detail: Process Name It is the name of … Continue reading →

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