CRM 2011 – How to copy a workflow

Today I needed to make a few workflows which were very similar to one I had already created.

I looked around CRM but I couldn’t see any copy functionality or a sneaky save as in the workflow (which you can do with lists).

I searched for the problem and there were a few blog posts but I didn’t understand quite what they were telling me because I couldn’t find the Activate as field (just under the Process name if you are wondering)

The solution is quite simple, you basically unpublish the workflow change it’s Activate As to Process template, publish it and then you can create copies of this workflow but only for workflows using the same entity, which when you think about it wouldn’t make any sense to create them for other entities.

This blog has a brilliant step by step process (with pictures)

http://nzregs.wordpress.com/2012/08/16/crm-2011-copying-a-workflow/