dynamics-crmworkflowcrm

CRM Dynamics workflow not triggering for all records

Problem: Set up a workflow in CRM Dynamics 365 Sales that starts when the value of a specific field changes. But it turned out that the process does not start if changes are made to old CRM records (which were created before starting the process itself).

Question: Is there any method how can I make CRM start the process even for old records? I am sorry that everything is in Russian. I work in this version. The process works correctly when creating a record and when editing a field in a new record. And when editing a field in an existing record, the process does not start

enter image description here enter image description here

Solution

  • To make that Workflow to trigger on all records, make the scope as “Organization” instead of “User” - it should work as intended. Read more

    It’s not about when it is created, probably those records are owned by somebody else. That’s why user scoped WF is not triggering at all.