How to actually run the workflow

Ahmed, Haider 0 Reputation points
2024-12-20T16:03:21.3433333+00:00

Hello,

using https://learn.microsoft.com/en-us/training/modules/create-workflows/2-manual-creation, I don't see any instructions on how to actually test the workflow. Please help guide.

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Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
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  1. Kiran P 5,735 Reputation points Microsoft Vendor
    2024-12-20T17:53:46.81+00:00

    Hi Ahmed, Haider,

    Thank you for reaching out to us on Microsoft Q&A forum. 

    To create a workflow, we need access to Business Central. To open Business Central, please follow the steps below.

    It is imperative to have access to the Dynamics 365 free trial for practicing sessions. To acquire access to the free trial, please adhere to the provided instructions and provide the necessary details accordingly.

    You're welcome to practice session using the Dynamics 365 free trial, but you'll need an organizational account to gain access.

    It's important to note that attempting to access the free trial with a personal account will not be successful.

    Please click on the mentioned link https://www.microsoft.com/en-gb/dynamics-365/products/business-central it takes out to the free trial page as mentioned in the below screenshot.

    User's image

    Click on try for free. "By selecting the 'Try for Free' option, you will be directed to the Business central. Please click on 'Try for Free' to initiate access."

    User's image

    Please provide organizational account and all the necessary details as mentioned in the below reference screenshots to start free trail.

    User's image

    Once you have successfully opened Business Central, please follow the steps below to manually create a workflow:

    1. In the upper-right corner of the page, select the search icon.
    2. Type "Workflows" in the search bar.
    3. From the search results, select the related link to create a new workflow.

    The remaining steps can be completed by following the module-specific instructions.

    If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.


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