Dynamic CRM 2013 Learning Notes (41) Process 4-Asynchronous Workflow (Workflow) Usage diagram

In CRM 2013, workflows are divided into two classes: asynchronous workflows and real-time workflows. An asynchronous workflow relies on a Windows service: Microsoft Dynamics CRM Asynchronous Processing service, which must be running on the CRM server, otherwise the asynchronous workflow will not run. Asynchronous workflows may not be executed immediately, and if you want to execute the workflow immediately, consider using a real-time workflow. It is used as an entity in CRM, so you can find it in advanced lookup and generate reports based on it. Here's a detailed description of how to use asynchronous workflows.

In order to use a workflow, be aware that the permission is open:

Create an asynchronous workflow

1. Open Setting > process and click the New button

Tick Run This workflow in the background to enable asynchronous workflows, or it is a real-time workflow

2. After entering the name and selecting the entity, click OK to the next step:

If the as an On-demand process is selected, the workflow can only be executed after clicking the Run Workflow button:

If the as child process is selected, it can only be triggered in other start subprocess activities. If you have some common series of steps for some entities or organizations, it is more appropriate to select it. For example, a sub-process sub-A on the contact will only be triggered by another non-sub-process B on the contact, and B is triggered by a process on the account, because it is associated with the contact, and this sub A can also be used by another phone A process C on the call entity is triggered because C triggers the associated regarding contact.

3. Add a condition step

4. Add a Send mail step

5. Then activate the workflow you just created.

6. If a record is created and the condition is met, the job is triggered and we can see it in System jobs:

If you create a workflow automatically Delete completed Workflow jobs to Save Disk Space This is not checked, you can see it, otherwise it will not be seen here.

Dynamic CRM 2013 Learning Notes Series Rollup

Dynamic CRM 2013 Learning Notes (41) Process 4-Asynchronous Workflow (Workflow) Usage diagram