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On-demand workflows and Version 9.1

  • 1.  On-demand workflows and Version 9.1

    Posted 6 days ago
    Hello,

    We are supposed to move to Version 9 this weekend, but I am having trouble with the on-demand "clone opportunity" workflow on my Opportunity entity. My questions are 1. can you use on-demand workflows in Version 9.1? and 2. if you cannot use them, does anyone have a workaround for cloning an opportunity. I created this workflow so our sales team did not have to re-enter all of the opportunity information for an extension (for example). Any suggestions would be greatly appreciated.

    Thanks!

    Mary Lauren

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    Mary Lauren Hughes
    CRM Administrator
    InfoWorks, Inc.
    Nashville, TN
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  • 2.  RE: On-demand workflows and Version 9.1

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hi Mary,

    No issues running On-Demand workflows in versions 9.1 and above. Perhaps the On-Demand workflows you have rely on custom workflow steps that were created following code that is no longer supported in the new versions?

    Also, it could be that there are hard coded steps within the workflow referrencing records (GUIDs) that are non-existent on the destination environment.

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    Gus Gonzalez
    7x Microsoft MVP, CRMUG All-Star
    CEO, Elev8 Solutions
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  • 3.  RE: On-demand workflows and Version 9.1

    TOP CONTRIBUTOR
    Posted 6 days ago
    ​I'm having the same issue in my UI 9.1, I have a very simple workflow that online triggers an e-mail for Leads, no code, I don't have the menu option to even select a Workflow:



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    Linda Lockard
    CRM Administrator
    Lumina Foods, LLC
    Nashville TN
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  • 4.  RE: On-demand workflows and Version 9.1

    Posted 6 days ago
    Edited by Edrei Mpanduki 5 days ago
    Linda, your screenshot looks like it's the Unified client interface and I don't think Run Workflow is available yet in the Unified Client but the option is available in the Web(classsic) client in version 9.1

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    Edrei Mpanduki
    CRM Technical Analyst
    Fender Musical Instruments Inc
    Scottsdale AZ
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  • 5.  RE: On-demand workflows and Version 9.1

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Linda Lockard - The on-demand workflow is available, but you have to enable Flow to see the menu option as the "Run Workflow" options is under the "Flow" menu:



    The "Run Workflow" section will have your on-demand workflows listed.

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    Aaron Back, MCP
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 6.  RE: On-demand workflows and Version 9.1

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Aaron Back, MCSE, Thank you very much, I will try this.​

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    Linda Lockard
    CRM Administrator
    Lumina Foods, LLC
    Nashville TN
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  • 7.  RE: On-demand workflows and Version 9.1

    Posted 5 days ago
    I didn't realize this, Thanks Aaron

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    Edrei Mpanduki
    CRM Technical Analyst
    Fender Musical Instruments Inc
    Scottsdale AZ
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