Start an On-Demand Workflow

If you or your organization have created on-demand workflows A type of workflow that only runs when a user chooses to apply it to records from a toolbar or menu in Microsoft Dynamics CRM Online., you can apply these workflows Sets of logical rules that define the steps necessary to automate specific business processes, tasks, or sets of actions to be performed on Microsoft Dynamics CRM Online records. to records that appear in a list The summary view for a group of records, such as accounts or contacts, or the result of an Advanced Find query. You can view detailed information about a record by opening the form for the record..

Concepts:

• Creating and Using Workflows
• Monitoring and Managing Workflows

Can I do this task?

1. Open the list of records that contains the record you want to apply a workflow A set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed on Microsoft Dynamics CRM Online records. to, such as leads Potential customers who must be qualified or disqualified as sales opportunities. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. or cases Customer service issues or problems reported by customers and the activities that customer service representatives use to resolve them..
2. Select the record or records that you want to apply a workflow to.
3. On the Actions toolbar, click Run Workflow.
4. In the Look Up Records dialog box, select the workflow that you want to run, and then click OK.
5. In the confirmation message, click OK.

Note

The Run Workflow button does not appear on the Actions toolbar if no on-demand workflows have been created for the record type A group of records. For example, all account records are grouped as the Account record type. Also called an entity. that you are viewing.