Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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Scope of Processes (Business Rules and Synchronous Classic Workflows) in Microsoft Dynamics 365

There are several different ways of automating your Microsoft Dynamics 365 - which save time and make life easier for your users.

Two of these, both of which are topics in the PL-200 Microsoft Power Platform Functional Consultant exam, are Business Rules and Synchronous (Real time) Classic Workflows.  Both Business Rules and Synchronous Workflows have 'scope', but the scope of these two pieces of functionality are significantly different.

Business Rules have form based scope, so cannot be restricted to particular users other than by restricting the form(s).  Classic Workflows (synchronous and asynchronous - or background workflows) have user based scope.  The scope, or availability of the workflow process is controlled by the relationship between the owner of the workflow and the user doing the action that triggers the workflow.

This vlog is one of a series of short recordings and articles that I am creating as I write a flexible training course for Microsoft's PL-200 Microsoft Power Platform Functional Consultant exam.

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.