Getting Started with Dynamics 365 Workflows

This deep dive into workflow options explains everything you need to know to get started with automation in Dynamics 365. We will walk through what each option means, how scope and start when intact and when to build child workflows. An example will be used to show how to map a process and then build out that process. Plus we will talk about how to review workflows that are running in system jobs and what to do if an error occurs.

Additional Resources:
Custom Workflow Blog: https://www.crminnovation.com/blog/wo...
Additional Workflow resources: https://kyliekiser.com/category/case-...
Other recordings: https://kyliekiser.com/events/
Slides: https://crmugdc.kyliekiser.com/Workfl...
Step-by-Step Workflow Creation Guide: https://crmugdc.kyliekiser.com/Workfl...


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Agenda:
Start time for each section
What is a Workflow? 1:22
Types of Processes 2:06
Workflow Options and Scope 3:58
Steps and Custom Steps 20:32
Mapping your Process 22:40
Reviewing System Jobs 31:31
Final Thoughts 34:44

Thank you to TechSmith for providing Camtasia to MVPs as part of their influencer program. Recording this was simple, easy and smooth!

Microsoft, Dynamics 365, Dynamics 365 CE, D365, CRMUG, D365UG, Power Platform, Workflows, Automation