There is always a lot of confusion about whether to use a Real-time workflow or a background workflow. The reason for this confusion stems from not being able to fully understand the difference. So here it is, a simple article to help you develop a clearer understanding of which workflow type to use, and when!
Within Dynamics 365, workflows are one of the most powerful tools you can have. They have the ability to make the system dynamic – which is what we all want – without customised coding! The ability to create, and amend workflows mean that users have the power to set processes within the system themselves, without the need of a professional coder!
So there are 2 main types of workflows; a real-time workflow and a background workflow.
It’s probably pretty obvious that background workflows will not have the opposite aspects to Real-time, however, just to help us clarify, I think its good to create a list for this too!
As you can see, there are some big differences between the two workflows, and hopefully, the points above will allow you to see which is best for your scenario! We do always recommend that you use a background workflow to test the workflow (as this will allow you to have business processes show you if it has failed, and if so why) – and then if relevant, you can change this to a real-time workflow!
Good luck with your workflow creations!
If you would like any further information about either of the CRM systems mentioned above, please feel free to give us a call at Dynamix Systems on 0161 711 0418. or drop us an email at firstname.lastname@example.org , we will be happy to help! We do specialise in Microsoft Dynamics 365 systems; however, we are happy to help and be honest in terms of which kind of systems are best for you! We believe in helping you grow, regardless of how that looks!