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Dynamics365 - Copy Workflows or Change Workflow Component Type

Recently we came across the need to change a workflow from a managed component to unmanaged. (I won't go into the reasons for needing to do this) The workflow was quite large and had many steps. (20 +) with some complex logic so I didn't want to just recreate the workflow. This is something that has always frustrated me with Dynamics CRM that you cannot clone workflows, change the step sequence or change conditionally nested if logic without recreating the workflow from scratch.

Anyway, due to the sheer desire for not wanting to spend time recreating the workflow, I found the following workaround of using a workflow template in order to get my managed workflow to unmanaged. This can also be used to copy workflows.

1.) Open up your existing workflow and change "Activate as" option set field from "Process" to  "Process Template" and save and close the record.



2.) Now create a new process but instead of selecting "New BlankProcess" we can select the "New process from an existing template" radio button and then choose the template we just created in the previous step and click ok.



3.) A new draft workflow will then be created identical to the template. In my case this was in order to get the component in an unmanaged state therefore once the new workflow was created I deleted the old process which I had changed to a template. 

This is really useful if you want to have several workflows which are only slightly different or like me wanted to change the component type. Hopefully, in future releases, Microsoft will make this more flexible and allow us to change the order of the steps inside the workflows without needing to redo each step.

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