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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Workflows

A workflow is another type of process that can be defined within the Dynamics CRM platform. This process is used to model and automate business processes. Workflows are processes that run with no user interaction. They are scheduled and run asynchronously. They are triggered either automatically based on certain events on the entity forms or specific conditions, or they can be started manually by a user. Starting a workflow manually is done by navigating to a record and selecting the Run Workflow option in the ribbon, which you can see in the following screenshot:

Workflows

Once the Run Workflow option is selected, the user is presented with a dialog ...

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