DYNAMICS 365 PORTAL HOW TO CALL AND EXECUTE WORKFLOW

In this tutorial, you'll learn how to call and execute workflows in Dynamics 365 portals. While calling workflows from portals can easily be done by configuring and adding buttons in entity lists or entity forms, there are occasions when you need to call a workflow from a web page without an entity list or form.

Fortunately, all portal pages come with a JS reference to the file "js\antiforgerytoken.js" that contains the "shell" object, which has a method called "ajaxSafePost" that you can use to achieve request calls to the server. The tutorial provides an example of how you can use the "ajaxSafePost" method to invoke the "Execute Workflow" service.

The tutorial also highlights how to get the execute workflow request URL by adding a temporary "call workflow" button on an entity list or form and using the Developer tools (F12) of your browser to get the workflow URL from the data-url property.

To make it even easier to understand, the tutorial includes a function created to take the parameters needed to execute the workflow. The author also provides two bonus tips to keep in mind when executing workflows from the portal. Lastly, the author links to other portal-related articles to help you further.

Overall, this tutorial serves as a useful guide for anyone looking to execute workflows from Dynamics 365 portals.