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Microsoft Dataverse real-time workflows

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Workflows automate business processes without a user interface. People usually use workflow processes to initiate automation that doesn’t require any user interaction.

There are two types of workflows:

  • Background workflows. Background workflows run when the system has resource availability (asynchronously). Go to the Power Automate documentation for more details about background workflows.
  • Real-time workflows. Real-time workflows run immediately (synchronously).

Create or edit real-time workflows

Important

There are better ways to create modern automations. Consider using Power Automate flows to automate your processes. More information: Power Automate

  1. Create a solution or open an existing one.
  2. Select New > Automation > Process > Workflow.
  3. Enter a Display name, select a Table, and then clear the Run workflow in the background option.
  4. Select Create.

The workflow designer is displayed. Select the workflow attributes and steps needed. More information: Configure real-time workflow stages and steps

View and edit real-time workflows

  1. Sign in to Power Apps, select the Settings icon on the upper right, and then select Advanced settings.
  2. Select the down arrow next to Settings on the top bar, and then select Processes.
  3. In the list of processes, select the workflow that you want to edit.

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