Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Searching for steps in workflow.

  • 1.  Searching for steps in workflow.

    SILVER CONTRIBUTOR
    Posted Feb 10, 2020 03:28 PM
    Is there ways to search for a action/step in all workflows?  i.e. Advanced find.   I want to know which workflows are creating records on a particular entity.

    Thanks,

    ------------------------------
    Jeff Schuler
    Trimac
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Searching for steps in workflow.

    TOP CONTRIBUTOR
    Posted Feb 10, 2020 03:56 PM
    Hello Jeff,

    I'm afraid there is not such functionality.

    ------------------------------
    Andrew Butenko
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Searching for steps in workflow.

    TOP CONTRIBUTOR
    Posted Feb 10, 2020 04:18 PM
    you might try looking at the dependencies of the entity and look there for processes which touch it - at least you could narrow down which processes to look at.

    ------------------------------
    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Searching for steps in workflow.

    SILVER CONTRIBUTOR
    Posted Feb 10, 2020 06:02 PM
    Thanks Jill.  That's a good tip.

    ------------------------------
    Jeff Schuler
    Trimac
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Searching for steps in workflow.

    MICROSOFT MVP
    Posted Feb 11, 2020 02:20 AM
    I have not tried it myself, but you could try the Workflow Buddy tool in XrmToolBox.
    https://www.xrmtoolbox.com/plugins/Veritec.WorkflowBuddy/

    ------------------------------
    Jonas Rapp
    MVP
    Sweden
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Searching for steps in workflow.

    TOP CONTRIBUTOR
    Posted Feb 11, 2020 03:02 AM
    Going forward, you could get the workflow creating the records to set a value on the record that would enable you to filter on it.

    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role