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Dynamics 365 - Where did WorkFLOW Go?

14/5/2019

 
​Have you switched to the Unified Interface for CRM? Have you tried to run an on demand workflow but can’t find them on your record? 

If the answer to the above is yes then you may have found this post after googling for the answer in which case I hope this helps 😊

Now there is a little clue in how I wrote the blog title. The clue is the FLOW in the word WorkFLOW. Hopefully with the correct security roles you will be able to see Flow in your toolbar and if you click on that you will then see the
on-demand workflows for that entity.

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​Now you have found where to trigger the workflow you can hopefully offset the head scratching to find it and enjoy the new ‘sleek’ way to click and go. No longer do you have to select the workflow, then realise you have opened it rather than ticked it to get it to run (and then grumble as you do that too often and you know you shouldn’t double click but do it all the same). 

Now you literally just click, get a pop up, click again and its run. Simple! 
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​Who we are

ISC Software is a privately owned company that focuses on the delivery of Microsoft business software solutions - Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics 365 Sales, SharePoint and Azure.  Since 1996, we have worked with a diverse range of customers as their software partner and are recognised to deliver experience and expertise at every level. It is always our aim to deliver efficient, expert and high quality of services, and work in partnership with our customers to understand their objectives.  We believe products should serve the needs of our customers and our approach reflects that.
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ISC Software Solutions Ltd
PO Box 196, St. Ives, PE27 9EH, United Kingdom.
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​© Copyright 2022 ISC Software Solutions Ltd​ ​
  • Software
    • Microsoft Dynamics GP >
      • Microsoft Dynamics GP Roadmap
      • Dynamics GP Support
      • Changing Dynamics GP Partner
      • Dynamics GP on Azure
      • GP Elementz
    • Business Central
    • Dynamics 365 for Sales
    • SharePoint
    • Sharegate
    • Dox42
    • Pro Sport VA
  • Services
    • Software Support
    • Implementations & Upgrades
  • About
    • About ISC Software
    • Our Team
    • News
    • Events & Webinars
    • Vacancies
  • Contact