Customer Engagement & Dynamics CRM Forum

Hi everyone,

I've seen ways for updating a Closed Phone Call but all use the RUN WORKFLOW option which is not available in my menu. Am I missing something here? Can anu=yone provide a hint?

Thank you!

------------------------------
Efthimios Spiridopoulos
Actum
Polichni
------------------------------

Did you check your security role has the option to run flows/workflows? 

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Tim Dailey
Sr Marketing CRM Administrator
Starkey Hearing Technologies
The CRM Dude (freelance consultant)
Victoria MN
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Original Message:
Sent: Mar 16, 2021 08:53 AM
From: Efthimios Spiridopoulos
Subject: Phone call update

Hi everyone,

I've seen ways for updating a Closed Phone Call but all use the RUN WORKFLOW option which is not available in my menu. Am I missing something here? Can anu=yone provide a hint?

Thank you!

------------------------------
Efthimios Spiridopoulos
Actum
Polichni
------------------------------

Thank you @Tim Dailey
I created a new flow in order to turn it back to Open.
BR / Efthimios​ ​

------------------------------
Efthimios Spiridopoulos
Actum
Polichni
------------------------------

Original Message:
Sent: Mar 17, 2021 10:24 AM
From: Tim Dailey
Subject: Phone call update

Did you check your security role has the option to run flows/workflows? 

------------------------------
Tim Dailey
Sr Marketing CRM Administrator
Starkey Hearing Technologies
The CRM Dude (freelance consultant)
Victoria MN

Original Message:
Sent: Mar 16, 2021 08:53 AM
From: Efthimios Spiridopoulos
Subject: Phone call update

Hi everyone,

I've seen ways for updating a Closed Phone Call but all use the RUN WORKFLOW option which is not available in my menu. Am I missing something here? Can anu=yone provide a hint?

Thank you!

------------------------------
Efthimios Spiridopoulos
Actum
Polichni
------------------------------

It is now in the "flow" icon on the ribbon, rather than the "run workflow".  You might check that?

------------------------------
Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
------------------------------

Original Message:
Sent: Mar 16, 2021 08:53 AM
From: Efthimios Spiridopoulos
Subject: Phone call update

Hi everyone,

I've seen ways for updating a Closed Phone Call but all use the RUN WORKFLOW option which is not available in my menu. Am I missing something here? Can anu=yone provide a hint?

Thank you!

------------------------------
Efthimios Spiridopoulos
Actum
Polichni
------------------------------