How to Use Microsoft Dynamics CRM Workflow Templates

In Microsoft Dynamics CRM, you may reuse the identical workflow steps in diverse workflows without recreating them. 

We’ll make a template with the intention to create an e-mail pastime when a case is closed. We can be capable of use it to specify diverse emails to send based mostly upon how the case is resolved. considering the fact that we need to create an email exercise, it may also be executed asynchronously.

within Microsoft Dynamics CRM, navigate to Settings > tactics, and click New to create a brand new method.

Fill in the manner identify, select the category of workflow and the entity of case.

make sure the category is set to New clean manner and click ok.

within the workflow editor, change the prompt As dropdown to process template. this may make the workflow a template over a common workflow.

Set the favored triggers for the workflow and create the workflow steps, as preferred.

retailer then prompt the template that will make if purchasable for brand spanking new workflows.

Now that the workflow template is created, let’s walk throughout the steps of the use of the template in an current workflow.

Create a new process, and select the same entity type because the template.

select New process from an existing template choice.

select the template from the checklist.

click on adequate. this will replica the template workflow into a new workflows able to be modified.

word: This “aspect in time” copy of the template; so alterations made to the template will no longer have an effect on these made from the template. Likewise, adjustments to workflows produced from the template will not influence the template.

Now that you know the way to use Microsoft Dynamics CRM workflow templates, you've got found out a short method to create many workflows which are equivalent devoid of duplicating your efforts!

If this was constructive to you, you’ll find many more tips on how to work with workflows on our weblog.

Links and related books

The Ultimate Guide to Google Sheets: Everything you need to build powerful spreadsheet workflows in Google Sheets (Zapier App Guides Book 7)

Working with Microsoft Dynamics® CRM 2011 (Developer Reference)

Building Workflows in Microsoft Dynamics CRM 4.0, Second Edition