If you want to use workflows to automate your business processes, it is important to understand the lifecycle of a workflow, from creation and publication through monitoring the workflow jobs created by the workflow.
There are four basic steps to creating a workflow by using the Web application:
Before you can use the workflow you have created, you must publish it. Publishing a workflow changes its status from Draft to Published. Depending on the type of workflow you created, publishing a workflow also makes it available for use in various contexts:
You can make a single workflow available in any combination of these three contexts.
Whenever the criteria defined in a workflow are met, or you decide to apply an on-demand workflow to a record, Microsoft Dynamics CRM Online creates a workflow job. By monitoring the workflow jobs created by a workflow, you can check progress and make sure that there have been no problems with the workflow, or its workflow jobs.