Microsoft Dynamics® CRM Training
Workflows and Timeouts
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In Microsoft Dynamics CRM, Workflows are great for automating business processes, especially for non-developers. Even though they can be created by those unfamiliar with coding, they can still be complex. In fact, there is so much that goes into Workflows, so many variations can be made, that one video cannot sufficiently cover this topic. So we’re going to simplify the language of Workflows by featuring individual aspects and functions of that go into building them. By understanding each building block of a Workflow, you’ll be able to create your own tailored to your business.
In this lesson, we’ll examine the Timeout in a Workflow, explain how it differs from a Wait condition, and walk through an ideal scenario for a Timeout. If you need more foundational information, please watch “Workflow Overview”.
First, what is a Timeout? Well, it’s important to know that it is essentially a sub-condition of the Wait condition. The Wait is ideal for pausing a process until a condition changes, like “Wait” until an assigned Task is completed. The Timeout is better for pausing a process until a specified date or period of time. An example would be, “Timeout” until an Opportunity record is “overdue”.
Adding a Timeout to a process
- From the open Process, click Add Step and select “Wait Condition”.
- Click <condition> (click to configure).
- A Specify Condition dialog opens. In the first column, select “Process”.
- In the second column, select “Timeout”.
- In the third column, select “Equals”.
- In The final column is where you designate the duration of time to delay the process. You can select a specific date by clicking the calendar icon. By clicking in the blank field, you can use the Form Assistant to specify a duration of time. In this lesson, we choose “7” days “After” the “Est. Close Date”.
- Click Save and Close to insert the step into the process.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.