Creating Microsoft Dynamics 365 Workflows Tips

Microsoft Dynamics 365 Technical Article

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    Summary: This article highlights some tips that our technical team have found when creating Microsoft Dynamics 365 workflows.
    Article Type: Information
    Related Product(s): This article relates to the following products:

    • Microsoft Dynamics 365
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    • 28 November 2018

    Things to Consider when… Creating Microsoft Dynamics 365 Workflows

    Recently I needed to update the sort date on Activity records within Microsoft Dynamics 365 based on various trigger events. One of these triggers was when the Activity was marked as completed.

    A nice easy way to achieve this was to create a Microsoft Dynamics 365 workflow that would trigger on the change of the Activity status and then proceed to update the necessary fields. This worked great … until it was run in the context of another user who did not have the System Administrator security role.

    It turns out that you cannot update a completed (closed) record via a workflow if you do not have the System Administrator security role.

    The workaround would be to change the workflow to run as a specified user, which does work but then introduces other problems with records such as Phone Call where the “Completed By” value in the social pane appears to use the Modified By field.

    In the end, I opted for using a plugin that executed at Pre-Operation which allowed any executing user the ability to set the necessary fields before the record was completed.

    Sometimes the easy way has its pitfalls.

    in GeneralMicrosoft Dynamics 365Microsoft Dynamics CRM
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