Wednesday, February 15, 2012

Copying a workflow in CRM 2011?

Is this possible? The answer to this is yes. There is a way to do this. You need to un publish the workflow and change the type as process template from process.

Then you will be able to create a process using this template. This is really helpful as there are workflows which we have create with a lot of lines. Rather than doing it from the scratch which is a tedious task we can do it like above.

A very good example of this is given in the following site. This has been done for CRM 4.0, but same can be done with CRM 2011.

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