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Run Workflow button on ribbon

  • 1.  Run Workflow button on ribbon

    D365UG/CRMUG ALL STAR
    Posted Aug 27, 2020 11:42 AM
    I can see the "run workflow" button when using advanced find, but i do not see it on the ribbon. How do we get that to be visible? It is hard to tell someone to open advanced find and use it there (unless they are a power user).

    thanks! Laura

    ------------------------------
    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Run Workflow button on ribbon

    TOP CONTRIBUTOR
    Posted Aug 28, 2020 01:29 AM
    @Laura Mortick,​

    On-demand classic workflows are ​in the Flow fly-out menu in Unfied Interface:


    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

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


  • 3.  RE: Run Workflow button on ribbon

    D365UG/CRMUG ALL STAR
    Posted Aug 28, 2020 01:42 PM
    Thanks @Niels Lønberg,
    We had to enable it, and now it is visible for me.  It still is not visible on the ribbon for the average user.  Is there some type of update to a security role needed?  thank you!  Laura​

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

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


  • 4.  RE: Run Workflow button on ribbon

    TOP CONTRIBUTOR
    Posted Aug 29, 2020 10:34 AM
    Yes, @Laura Mortick. There are two different privileges. One to Execute workflows - and one for Flows:​




    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

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


  • 5.  RE: Run Workflow button on ribbon

    Posted 26 days ago
    Hi Niels,

    Is there a way to order flows? We are not able to order flows in a logical sequence of our choice.

    Thanks much.

    ------------------------------
    Vinay Unnikrishnan
    Project Management Consultant
    Independent Consulting
    Normanhurst
    ------------------------------

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


  • 6.  RE: Run Workflow button on ribbon

    TOP CONTRIBUTOR
    Posted 26 days ago
    @Vinay Unnikrishnan If you can, it is not something I am aware of.

    It would be nice if it was at least sorted alphabetically.

    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

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


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