We will create a simple workflow that runs in the background in Dynamics 365

Introduction of Work flows In Dynamics 365:-

In this blog, we will create a simple workflow that runs in the background to assign any newly created Contact record to a specific user and then send out a welcome email to the customer

Go to Settings → Processes.

Step 2 − Click New.

Step 3 − In the Create Process window, enter the following details −

Process Name − New Customer Workflow (This can be any name that you want)

Category − Workflow

Entity − Contact (This will be the entity on which you are creating the workflow. In our case it is Contact)

Run this workflow in the background (recommended) − Check this option as we are creating a background asynchronous workflow. Finally, click OK.

Step 4 − Click Add Step → Assign Record.

Step 5 –

You will see a new step added to the workflow. In this step, we will specify the user to whom all the created contacts should be assigned. Enter the name of step as Assign Record to Team. The Assign option will be defaulted as the entity on which we are creating the workflow (Contact in our case). Click the Lookup icon.

Step 6 − In the Lookup window, select any user that you want. You can even select a specific team to whom you want to assign the records to. Click Add.

Step 7 − Add another step by clicking Add Step → Send Email. In this step, we will configure sending email to the customer.

Step 8 − Enter its name as Send email to Customer. Click Set Properties.

In the next window to configure email, perform the following operations−

From − Click From field. On the right panel, select OwningUser and User. Click Add → OK.

To − Click To field. On the right panel, select Contact and Contact. Click Add → OK.

Subject − Enter a relevant Subject.

Body − Enter a relevant Body content.

Click Save and Activate In the Process Activate Confirmation popup that follows, click Activate.

Go to Contacts tab and create a new contact. As soon as you create a new contact by saving the record, you will see the Owner field set to the user, which you had configured in the workflow. Also, if you click the Activities tab, you will see an email activity being created for this contact. This confirms that the workflow ran successfully.