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.
There are two types of workflows customizable with Dynamics CRM 2016:
- Background workflows (async)
- Real-time workflows
Workflows run in the background. They are triggered either automatically based on certain triggers on the entity forms, based on 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 on the ribbon.
Once the Run Workflow option is selected, the user is presented with a dialog to select On Demand Workflow to be run.
If no workflows are customized for this specific entity, or no workflows are enabled, the Look Up Record view will not display any records. For records to be available in this view, a few conditions must be met:
- The workflow has to be enabled
- The workflow has to be targeted to the entity we are trying...
