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Custom Business Workflow

      A business process flow ordinarily is used as a type of tracking/segregation technique, meaning that you can keep track at what stage/status a record is before qualifying this to the next stage. E.g. for this custom entity you could have a ‘Verified’ Step meaning that you get to this step, only once you know for certain that this record is at a state where you can move forward with it, meaning you know that all details are correct/confirmed.

      Workflows in CRM allow you to automate simple and complex business processes within CRM. You can either create workflows using CRM out-of-the-box functionalities or write custom workflows with .NET code for implementing complex workflows. Workflow processes run in the background or in real-time and can optionally require a user input.

     Workflows can be triggered based on specific conditions or can even be started manually by the users. Internally, CRM workflows are implemented using Windows Workflow Foundation. In this chapter, we will be learning about configuring workflows.

Configuring a workflow has the following major parts (in sequence) −

  • Configure the entity on which the workflow will run
  • Configure whether the workflow will run synchronously or asynchronously
  • Configure the message (event) on which the workflow will run
  • Configure the scope in which the workflow will run
  • Configure the stages and steps (actions) of the workflow