How to Create Workflow in Dynamics 365: Types and Steps to create workflow

All businesses use Dynamics 365 for finance and operations, but some businesses require customizations to meet their specialized requirements. This is where how to create workflow in dynamics 365 finance and operations comes into play. It allows you to clear the rules, trigger actions and set conditions based on specific works or data changes. By automating approvals and business processes, workflows improve efficiency, reduce manual intervention and ensure complex business operations are executed. In this article, we will discuss the workflows in Dynamics 365 finance and Operations, types and steps to create workflow in Dynamics 365 in detail.

What is the Workflow in Dynamics 365?

Workflow in Dynamics 365 is an automated business process that defines a sequence of tasks, approvals and actions based on predefined rules and conditions. It helps organizations streamline business operations, manage data consistently and reduce manual intervention. Workflows operate in the background and can be triggered by specific events or data changes to ensure efficiency and accuracy across various business areas such as finance, operations and sales.

Types of the Workflow in Dynamics 365

Dynamics 365 gives different workflow types that help automate daily business tasks. Here we explain some types of Workflow in Dynamics 365 which are mentioned below.

Background Workflow (Asynchronous)

The background workflow in Dynamics 365 is known as asynchronous which runs quietly in the background side. They do not interrupt the user’s work and are mainly used for tasks like sending emails, updating fields and creating related records. Since they run in the background, the user does not have to wait for them to complete.

Real-time Workflows(Synchronous)

The real-time workflow in Dynamics 365 is known as synchronously which executes immediately when an event occurs. They can run before or after a record is saved and have the ability to stop the operation if conditions are not met. These workflows are commonly used for validations and enforcing business rules such as preventing a record from being saved when required information is missing.

Business Process Flows

Business Process Flows are related to workflows but serve a different purpose. They guide users through predefined stages of a business process to ensure consistency and compliance rather than performing automation tasks in the background.

Automated Cloud Flows

Automated cloud flows are now the modern replacement for classic workflows. These flows are triggered automatically by events in Dataverse such as when a record is created or updated and allow you to integrate with other Microsoft and third-party services.

Steps to Create Workflow Dynamics 365

Here are the steps to create a Workflow in Dynamics 365 in simple, which are mentioned below.

• Step 1: First of all start to log in to your Dynamics 365 account.
• Step 2: Go to the Settings →processes then Click New to create a workflow.
• Step 3: Fill the details like enter process Name, select Category(Workflow) and choose the Entity.
• Step 4: Now select Run as Background or Real-Time workflow.
• Step 5: Then click OK to open the workflow designer.
• Step 6: Define workflow triggers on record creation, update, delete, or status change. Optionally, allow on-demand execution.
• Step 7: Add workflow steps/actions such as create/update records, send emails, assign records, call child workflows, etc.
• Step 8: Add conditions to control when actions should run.
• Step 9: Finally click the save and click activate and run by automatic trigger.
• Step 10: Now activate the workflow for it to run automatically.

Conclusion

In this article we have discussed for you all about how to create workflow in Dynamics 365 and also mention about workflow of D365 and define some types of workflow. By clearly defining the steps, conditions and actions, workflows help reduce manual effort and minimize errors. Learning how to manage and create workflow in Dynamics 365 makes daily operations smoother, saves time and allows teams to focus work rather than repetitive activities.