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Dynamics 365 Workflow vs Microsoft Flow – Which one do I use?

Author: Jerry Weinstock

Microsoft Business Solutions MVP 7x (CRM)

@crminnovation

https://www.linkedin.com/in/jerryweinstock/

 

I keep hearing (and answering) the same question over and over again. And I keep seeing long drawn out answers to the question, sometimes with it being explained with a half dozen bullet points. Other times, with unnecessary examples. I have been guilty of it myself. Here is a simpler approach to answering the question.

 

What’s the question?

When should I use Microsoft Flow vs Dynamics 365 Workflow to do ‘something’?

 

Here is the simple, complete and succinct answer.

Assume for a moment that Microsoft Flow didn’t exist. Can you do what you need to do in CRM with the built-in workflow engine? If so, do it with Workflow. Otherwise look to Microsoft Flow.

 

End of subject. End of debate.

 

Footnote: This is a guideline, are there edge cases? It's the KISS principle applied to a question generally driving extended and convoluted answers.

Meet Our Blog Authors
  • Working daily with Microsoft Cloud to deliver the needs of my company, my customers and various Microsoft communities and forums. | Office 365 | Flow | PowerShell | PowerApps | SharePoint |
  • Co-founder of https://plumsail.com, Office 365 and SharePoint expert. Passionate about design and development of easy to use, convenient and flexible products.
  • Microsoft Business Apps MVP. Owner of ThriveFast, an Office 365 consulting company.
  • 7x Microsoft Business Solutions MVP (CRM)
  • I'm keen in MS technologies, SharePoint, Office 365 and development for them
  • Daniel is a Business Productivity Consultant & Microsoft Business Solutions MVP who is very enthusiastic about all things Office 365, Microsoft Flow, PowerApps, Azure & SharePoint (Online). Since the preview, Daniel has been working with Microsoft Flow and later on with Microsoft PowerApps. That led to him being awarded an MVP Award for Business Solutions. He loves to blog, present and evangelize about improving productivity in the modern workspace with these amazing tools!
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
  • I'm a Microsoft Office Servers and Services MVP with a special interest in SharePoint, Office 365, Microsoft Flow, Microsoft Teams and PowerApps. I work at Triad Group Plc ( https://triad.co.uk)
  • Passionate #Programmer #SharePoint #SPFx #Office365 #MSFlow | C-sharpCorner MVP | SharePoint StackOverflow, Github, PnP contributor