Search code examples
dynamics-crmmicrosoft-dynamicsdynamics-crm-2013

CRM Dynamics Same workflow Different Entity


I have several entities which have 3 common fields amongst all of them (same name spelling and everything). I have a workflow that has a certain amount of steps that operate on these 3 fields. During workflow creation you target an entity to the workflow so it can operate on. I require the exact same workflow but simply to target the other entities that are setup exactly the same way. Is there a way i can duplicate the first workflow i made and replicate it and simply change the target entity without having to re create the exact same workflow targeting different entities (there are a lot of steps). I understand even though the field names are same amongst the workflows internally they are different. If anyone has a suggestion to how i should approach this i would appreciate it.


Solution

  • You could create a solution with just the single workflow in it, export it and extract it and attempt to replace all of the references to the other entity as well as rename it and then pack it back up and reimport it.

    It should be possible, but I wouldn't recommend it unless the workflow is crazy complicated.