Overview

Similar to asynchronous workflows, real-time workflows can be used to model and automate real world business processes. They can optionally require user input, can start automatically based on specified event conditions, or can be started manually by a user. Real-time workflows are for business users, for example business analysts, to implement similar functionality to synchronous plug-ins without requiring .NET Framework programming experience. You can create asynchronous or real-time workflows in the Microsoft Dynamics CRM web application or in code.

Requirement

Create an email activity in the CRM system when a new contact is created. The Email activity should be created immediately after the contact record creation.

What we will learn

1. Configuring Real-time Workflow in CRM 2016
2. Creating an Email Activity
3. Activating Workflow and testing the workflow.

You can watch video tutorial here.

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