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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Workflow scope

Workflow scope defines the level of records that a workflow can effect; it is similar to access levels. You can define user scope when you want to run workflows on records owned by a user, but if an organization level is set, any record can trigger a workflow.

The workflow scope levels are shown in the following screenshot:

Workflow scope

We have the following options to set workflow scope:

  • User: If workflow scope is set to User and is set to run when an entity record is created, the workflow will only be executed if the owner of the workflow creates a record.
  • Business Unit: When workflow scope is set to Business Unit and is set to run when an entity ...

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