Dynamics OOB Workflow · Functional Info

{Microsoft DataVerse} Issue – Workflow is not getting triggered

In today’s blog I would like to share quick fix on why workflow is getting triggered. We have created workflow to perform certain operation on Create of an entity record. However when User were creating an entity record, workflow was not getting triggered. User who was performing the operation does not have system admin role…… Continue reading {Microsoft DataVerse} Issue – Workflow is not getting triggered

Dynamics OOB Workflow · Low Code No Code

{Dynamics CRM 365} Convert Email To Task

We had a requirement to Convert Email to Task records and it will be a manual process done by User. We have utlized On-Demand workflow to achieve this requirement as it was easy to implement and No code Low code solution. Step – 1 Navigate to Settings->Process->create new Process->give name as Convert Email To Task.…… Continue reading {Dynamics CRM 365} Convert Email To Task