Which Dynamics workflow is doing this?
So you have a workflow that was written a few months/years/ice-ages ago and you need to make a change. Where is that workflow?
The Challenge
Recently I spoke to a client who was running an older version of Dynamics and had a few hundred classic workflows. One of these workflows was sending an email to a team member that had long since departed and needed to be updated. The challenge was that she couldn’t find the workflow.
Narrowing the list with related fields
If you know one of the fields that are part of the workflow - ie. a field that is being updated or used as a trigger - then you can check the dependencies to view all processes that impact that field.
Navigate to your field list and select the field. Then press the Show Dependencies button. (This works with both Dynamics 365 Classic and Dynamics 365 modern/PowerApps)
You’ll be presented with a list of everything in Dynamics that is dependent on that field, including processes and flows.
The Manual Process
With over two hundred workflows, the client had almost resigned themselves to checking each and every workflow. If you are going to go through a manual process, you can take advantage of the list filters to at least get a fighting chance.
Opening the Advanced Settings / Customize The System will provide a list of all the components of the system. Next hit the Processes [2] node of the tree to limit the display to only WorkFlows.
Enable filtering [3] and then filter the Status column [4] to Activated.
Filter the Category column [5] to Workflow and then finally the Primary Entity [6] (or tables as they are now known) to the one you’re looking for. In our case, we were trying to find a workflow on the Opportunity.
This should reduce the number of potential workflows to a manageable number - in our case - from 239 to 11.
Next up, we know it was an email that was being sent out from the workflow, so we only needed to check workflows with an email action.
Once we had a workflow with an email action, checking the properties will show you the content of the email. If it matches the email being sent out - then this is most likely the offending workflow that needs to be updated.
Applies to:
Dynamics 365 On-Prem
Dynamics 365 On-line
Workflows
PowerAutomate