Workflows in Dynamics 365 can run under specific scopes.
We will go through an example of creating a workflow that will create a task for specific accounts. First, go to Processes and create a new workflow:
Note the scope that the workflow can run under. We will select User, with the other options being Business Unit, Parent: Child Business Units and Organization:
Next, create a task record to “call the client”:
Activate the workflow.
We can now test it.
Create a new account record. The workflow will automatically run, with a task record being created against the account.
Now, ask a different user to create an account. In this case the workflow will not run.
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