How to open the workflow editor with the new Microsoft Edge browser

workflow editor new edge browser

Several weeks back, I posted about two new features which are useful for Microsoft Dynamics 365 within the new Microsoft Edge browser. Personally, I switched to this browser as my favourite. When you want to use the workflow editor, you currently have to install a browser extension. This post will show you how to get and use this extension.

ClickOnce applications

Microsoft has currently some features of Microsoft Dynamics 365 Finance, SCM and Retail which are deployed as ClickOnce applications. These are console applications or solutions which are downloaded when the user needs it. You can learn more about the ClickOnce technology on the next documentation page: ClickOnce security and deployment.

One of the features is the workflow editor which will be downloaded each time when you want to edit the workflow configuration or create new configurations.

New Edge browser

Microsoft is still working on the new Chromium based Edge browser. The final version is expected to be general available on January 15, 2020. Like Google Chrome, ClickOnce applications needs an extension in the new Edge browser. You can read about this on the System requirements documentation page. Without the extension, you are not able to launch the workflow editor correctly.

I’m not sure if Microsoft will release an embedded solution in the final Edge version. Another nice question is if the Microsoft Dynamics product team will continue having the workflow editor and other components like the report editor as ClickOnce applications. The future will tell…

In the Microsoft Store, there is currently no ClickOnce extension available. You will need to get it from the Chrome Store. The video below will show you how to allow extensions from other sources and get the extension installed.

When you like the video, you mail also subscribe to my Dynamicspedia YouTube channel.



I do hope you liked this post and will add value for you in your daily work as a professional. If you have related questions or feedback, don’t hesitate to use the Comment feature below.


That’s all for now. Till next time!

13 replies
  1. Curtis Mah
    Curtis Mah says:

    Have you come across the issue where you can’t launch the WF editor due to security? My Windows 10 had a mandatory re-start and now I can’t launch the editor in any browser.

    Reply
    • André Arnaud de Calavon
      André Arnaud de Calavon says:

      I’m sorry to hear that. Can you possibly create a question on the Dynamics community forum with some additional details. Do you get error messages? A link to the Dynamics community is on the side bar of my blog page.

      Reply
  2. Martin Winkler
    Martin Winkler says:

    Hi, great post, thanks! However, when you install the extension, you install something from a 3rd party manufacturer which can “Read and change all your data on the websites you visit”. This is a security issue, and a data protection issue, so I would advise to use IE 11 for the Workflow Editor.

    Reply
    • André Arnaud de Calavon
      André Arnaud de Calavon says:

      Hi Martin,
      Thanks for reading the blog. I do assume the 3rd party component is checked by both Google and Microsoft. Without verification it wouldn’t be listed in the Chrome web store. Also Microsoft has stated on their site that it can be used without a disclaimer on the data security part.
      When you look at the company Meta4 Spain, they do offer Talent software which also need to be secure.
      If you have any detailed information where a Chrome extension indeed had access to Dynamics 365 for sure Microsoft would have to take action on this.

      Reply
  3. Guy Terry
    Guy Terry says:

    Hi André,

    It’s possible to enable native ClickOnce support in the Chromium-based Edge. Type this in to the Address bar:

    edge://flags/#edge-click-once

    It appears that this allows the Workflow editor to be opened (even when I disabled the ClickOnce extension I had previously installed).

    Reply
  4. EsBe
    EsBe says:

    what’s the solution for D365 Finance and Operations “Open Lines in Excel” not showing up in IE but visible in Edge?

    Reply
    • André Arnaud de Calavon
      André Arnaud de Calavon says:

      Hi EsBe,

      Thanks for reading the blog. Your question is not directly related to the contents of this particular blog post. You aren’t providing that much details. I would suggest to create a question on the Dynamics community and provide some more details. E.g. are you opening Dynamics 365 on the same machine with 2 different browsers or are they different machines? What role(s) is or are assigned. Are you opening the sale form on both browsers?

      Reply

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