Microsoft Dynamics CRM 4.0 - Workflow

We all know that our workflow engine in v3.0 was not that "end user" friendly. The product team listened to (y)our feedback and significantly changed the workflow model in Microsoft Dynamics CRM 4.0.


The core architectural changes are:

  • Unified Event Model
  • Asynchronous Host
    • Multi-tenant/Stateless
    • Scalable
    • Reliable
  • Windows Workflow Foundation
  • Extensibility Mechanism

Workflows are now available to end users, who no longer need access to the server in order to create, modify, and monitor them. Child workflows and workflow templates provide two ways for users to build upon existing workflow logic while they are creating new workflows.

Workflows now support many more record types. Also, they can now be triggered by the update and delete events, and a workflow can be triggered by more than one event. Dynamic values and conditionals are more useful. The new user interface for workflows includes the Form Assistant, a tool for specifying dynamic values. Dynamic values are also improved by the increased number of record relationships. So, there are more records and attributes available for inclusion in dynamic values.


One of the other things that has changed in Microsoft Dynamics CRM 4.0 is that we now can apply and use stages on all workflow logic which makes it possible to define and monitor parts of a complex workflow. In v3.0 we only could use staging on the opportunity level.

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