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dynamics-crmcrm

Create Button on dynamics CRM with multiple workflows

We have a change request form that we want to have multiple verify buttons on it and based on the workflow sends the form to different people. I don't know how to add one button and run multiple workflows

Solution

  • Workflow to Determine Who to Email

    Your workflow can access fields from the Change Request record, so may be able to determine what actions it should take (e.g. send to person A if status is completed).

    Workflow Button & Button Access

    You can create a custom button using Ribbon Workbench that calls this workflow.

    You can restrict visibility of the custom button using security roles. You can add a custom display rule to your custom button that uses JavaScript to check the current users security roles. If they have the required security role the button will be visible, otherwise it will be visible.

    There are plently of tutorials on how to do this, just make sure to use one that was created in the last couple years.

    Alternative Solutions

    • Ribbon Workbench has a feature called Smart Buttons which may simplify this process
    • You could also look into the new command bar editor, and use Power FX to achieve the same results