Monitoring and Managing Workflows

When the conditions Elements of workflow logic that define specific situations and any actions that should be taken when the situations occur. A logical "if-then" statement in a workflow. defined in an automatic workflow A type of workflow that runs as soon as the conditions defined in the workflow logic are met. No user action is required to start the workflow. are met, or when you start an on-demand workflow 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., Microsoft Dynamics CRM Online creates workflow jobs Types of system jobs that perform the actions defined in a workflow on a specific record. to perform the actions defined in the workflow logic All of the conditions, actions, and other logical elements that define when and how a particular workflow takes action on Microsoft Dynamics CRM Online records.. Checking the status of your workflow jobs can help you to keep track of the progress that they are making in automating your business processes. You can see the status of in-progress workflow jobs, which workflow jobs have succeeded or failed, and why failed workflow jobs could not be finished. You can use this information to correct problems in your workflow logic.

You can view workflow jobs from three places in Microsoft Dynamics CRM Online:

• Workflows. The individual workflow jobs created by a workflow are associated with the workflow that created them.
• Records. The account A company that might do business with your organization., lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact., or other Microsoft Dynamics CRM Online record affected by a workflow lists each of the workflow jobs that have taken action on the record.
• System jobs. Workflow jobs are a special type of system job A process that Microsoft Dynamics CRM Online performs independently or in the background. Other processes can be started before a system job has finished. Examples of system jobs include workflow jobs and duplicate detection jobs.. You can view all of the system jobs in Microsoft Dynamics CRM Online, including workflow jobs, in the Settings area. More information: Work with System Jobs

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