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How to Create Workflow in Dynamics 365? episode artwork

EPISODE · Apr 8, 2026 · 1 MIN

How to Create Workflow in Dynamics 365?

from Upgrading from AX 2012 to Dynamics 365 · host John Smith

First of all go to the Settings section and click on "Processes." To make a new workflow to you need to choose the entity you want it to run on the such as leads to opportunities or accounts. Choose a clear name for your workflow and decide if it should run in the background or in real time.Click here: https://codexoxo.com/how-to-create-workflow-in-dynamics-365/

Episode metadata supplied by the publisher feed · Published Apr 8, 2026

What this episode covers

First of all go to the Settings section and click on "Processes." To make a new workflow to you need to choose the entity you want it to run on the such as leads to opportunities or accounts. Choose a clear name for your workflow and decide if it should run in the background or in real time.Click here: https://codexoxo.com/how-to-create-workflow-in-dynamics-365/

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How long is this episode of Upgrading from AX 2012 to Dynamics 365?

This episode is 1 minute long.

When was this Upgrading from AX 2012 to Dynamics 365 episode published?

This episode was published on April 8, 2026.

What is this episode about?

First of all go to the Settings section and click on "Processes." To make a new workflow to you need to choose the entity you want it to run on the such as leads to opportunities or accounts. Choose a clear name for your workflow and decide if it...

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