Microsoft Dynamics 365 workflows are an amazing tool. They allow for simple, or complex automation of tasks within Dynamics 365 that can make an incredible difference to an organisation. Workflows provide further utility in that they often act as an alternative to building a custom plug-in.
Examples of workflows that can really help improve system processes:
- Create a new record using submitted form data
- Select and send an email from a single dropdown field
- Limit the number of emails sent to a person within a certain timeframe.
What we can do:
- Create a workflow to improve your processes
- Help you design the workflow
- Create real-time workflows or asynchronous workflows
- Assist with the testing of the workflow deployment
Supported Systems |
CRM Systems |
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365 Online, Microsoft Dynamics 365 |