How to update records using workflows in Dynamics 365?
Scenario: As per the company's policy, every customer and their contacts must get their KYC (Know Your Customer) done every six months. It is easy to update Account's Address, but…
How to create records using workflows in Dynamics 365?
Scenario: In a large organization, it's getting difficult to manage leads follow-ups because of the high volume. The organization is using D365. Most of the salespeople forget to follow-up with…
What are the types of workflows in Dynamics 365?
Background Workflow (Asynchronous) Note: It is now recommended to use Microsoft Flow instead of background workflow. In the screenshot above you can see the background workflow. Let us discuss each…