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Workflow Overview

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

Microsoft Dynamics CRM 4.0 Workflow enables automation of business processes during which documents, information, or tasks are passed from one party to another and actions are performed according to a set of rules. Workflow provides many out-of-the-box components that business users and administrators can use to model their business processes. Microsoft Dynamics CRM offers developers a new mechanism to extend and customize the standard behavior to achieve the functionality that their business applications require. Workflow offers a whole range of new capabilities over Microsoft Dynamics CRM 3.0 and provides functional compatibility with Microsoft Dynamics CRM 3.0 Workflow implementation.

Microsoft Dynamics CRM Workflow is based on the Windows Workflow Foundation programming model. The Microsoft Visual Studio 2005 Extensions for Windows Workflow Foundation enables you to develop custom workflow components, using the Visual Basic .NET and Visual C# programming languages, to extend the workflow capabilities of Microsoft Dynamics CRM.

In This Section

Workflow Extensibility

Find information about workflow extensibility in Microsoft Dynamics CRM 4.0.

Windows Workflow Foundation

Learn about Windows Workflow Foundation, which is the foundation for building Microsoft Dynamics CRM workflows.

Workflow Architecture

Read about the Microsoft Dynamics CRM Workflow infrastructure.

Workflow Life Cycle

Find information about the workflow life cycle from activation to deactivation.

Microsoft Dynamics CRM 3.0 Workflow Backward Compatibility

Read details about the Microsoft Dynamics CRM backward compatibility with Microsoft Dynamics CRM 3.0.

Workflow Authoring Types

Learn how to extend custom workflows.

Workflow Object Model

Discover a set of classes that expose Microsoft Dynamics CRM Workflow activities and about the classes that are used to store workflow definitions, dependencies and the workflow log on the Microsoft Dynamics CRM database.

Workflow Persistence and Shutdown

Provides information about workflow persistence and shutdown performed by the workflow persistence service.

Supported Entities for Workflow

Lists the entity types that can trigger workflow execution.

Supported Entities for the Workflow Create Activity

Cites the entity types that can be created in a workflow.

Supported Workflow Triggers

Contains the messages that can trigger the workflow execution.

Supported Types for Workflow

Lists the types that can be used within the workflow.

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