Copy Workflows in Dyanmics CRM 2011/2013/2015

Hi,

Sometimes, we might have a very big and complex workflow that you want to copy and re-use it for another requirement. You don’t have redo all the thing now, just follow the below steps

  1. Change the workflow to a process template and activate the workflow.

  2. Create a new workflow and select type as New Process from existing Template
  3. Select the process template which you would like to copy.

  4. Do the changes and activate it.
  5. Now, go back change the original workflow to Activate as Process and activate it.

Hope this helps.


Happy CRM’img
Gopinath 

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