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Table Of Contents
Microsoft Dynamics CRM 2011 Cookbook
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In this recipe, we will discuss how to create a workflow using the Dynamics CRM 2011 web interface.
Before we start creating the workflow, we need to understand a few basic concepts about workflows.
Workflow availability – There are three types of workflows that can be made available:
Automated workflows: Such a workflow is executed as soon as the trigger conditions specified in the workflow logic are met
On-demand workflows: Such a workflow is available to the user, and the user has to apply it to records from a toolbar or menu
Child workflows: Such a workflow is contained within and executed by another workflow, known as the parent workflow
A single workflow can be made available in any combination of these three types.
Workflow scope – A workflow can have any of the following scopes:
User: The workflow will only execute on the records owned by the workflow owner
Business unit: The workflow will only execute...
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