UII Administrator can use the UII Workflow management features to create a new workflow.

To create a workflow

1. Using CRM administrator credentials, log on to Microsoft Dynamics CRM.
2. In the left navigation pane, click Settings > UII Settings > Workflow.
3. The Workflow list page appears. In the action pane, click New.

   The New page appears, as shown in the following illustration.

   

   
   
4. Under General, type the name of the workflow in the Name box, select the owner in the Owner box, and then enter a description in the Description box. By Forced Workflow, select Yes or No (the default).

   Note:
   You can change the owner of the workflow by clicking Search next to the Owner box.

   
   
5. In the left pane, click Notes, and then type any additional information about the workflow.
6. Click Save or Saveand Close.