# Prerequisite

After license registration there are some steps to be taken to ensure smooth functioning of Lead Assignment and Distribution Automation app. This includes **activating** the workflows that assign Dynamics 365 CRM records as per the assignment rule set by the user. There are two types of workflows – **Classic Workflow** and **Power Automate Flow**. Now, depending upon one’s requirement these workflows can be activated or deactivated.

{% hint style="info" %}
**Note: By default, Power Automate Flow is active and Classic workflows are in draft state.**
{% endhint %}

To check whether the workflows are activated or not, follow the steps given below.

### Classic Workflow

* Navigate to **Advanced Settings.** 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mj97e9aAs146SFF5reU%2F-Mj9CB-vKiqjtcNhj77j%2FPrereq_1.png?alt=media\&token=12247735-e043-4ae9-a73e-afe7dbbe7fd6)

* Go to **Settings --> Process Center --> Processes.** 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mj97e9aAs146SFF5reU%2F-Mj9CMqI0Yu1-VENoiw0%2FPrereq_2.png?alt=media\&token=d6ebf5f4-588c-4b47-832e-7993f2db4e0f)

* Select the workflows --> Click on **Activate** button.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FEodY4elYJSnB2bSSgkOW%2FClassic%20vacation%20workflow_1.png?alt=media\&token=aac0b432-6aae-453d-ab1e-b6f95830fd1f)

### Power Automate Flow

* Go to [flow.microsoft.com ](https://us.flow.microsoft.com/en-us/)--> Select the environment. 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mj97e9aAs146SFF5reU%2F-Mj9Cm7Ez4P9mcCEzIZR%2FPrereq_4.png?alt=media\&token=0a24f7da-5ebd-4a7d-9cf4-b8d0e5a8889e)

* Go to **Solutions**. 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mj97e9aAs146SFF5reU%2F-Mj9CxRFE9KXQPsGzZ0l%2FPrereq_5.png?alt=media\&token=5e32aba7-cc39-4f17-a94a-f05da6ad2169)

* Select **Lead Assignment and Distribution Automation** solution --> Search for workflows. 

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fe7LINlMPAuD4xqbHwkEo%2FPower%20Automate%20vacation%20flow_1.5.png?alt=media\&token=e1cd6f6e-dba1-46c6-8383-7d5ff142cef6)

* Select the workflow --> By default it is kept activated so the **‘Turn Off’** button is available on the ribbon.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FalxY2Js42CDfUJNzarUi%2FPower%20Automate%20vacation%20flow_1.png?alt=media\&token=96589387-1f55-462a-9ae0-ee3fd14a68c0)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F6YtIySggjeP8ZmcM6zUU%2FPower%20Automate%20vacation%20flow_2.png?alt=media\&token=02bcf4fe-d7d5-40b6-b6ca-e9171f463ecb)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}