Category Archives: Workflows

Working with Workflow and Workflow Assembly Output Parameters

Introduction: Using the OOB Workflow, you can use values that are only accessible under the Workflow context to perform operations. If you want to use values that are not under the context of the Workflow or not related to the entity record for which the Workflow is going be executed, then you will need to write a custom assembly… Read More »

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More »

Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More »

TIP: Setting Value for Option Set in OOB Workflow

Introduction: Recently we had a business requirement to maintain Opportunity Status change history. So, to achieve this, we created a custom entity and developed the OOB workflow to create a custom entity record and Send an email to the owner. First, we created a custom entity ‘Opportunity Status History’ with the below-mentioned fields; 1. Opportunity… Read More »

Using Entity Reference Output Parameter in Workflow Assembly

Introduction: Workflows in Dynamics CRM (now known as Process in Dynamics 365) allow users to create and manage automated business processes. It can be used to update entity records or related entity records. Using the OOB Workflow we can only update records which are accessible under the Workflow context. If you want to update any… Read More »

New Predefined Actions in Dynamics 365 Processes

Introduction With new releases, Microsoft always introduces new features to automate the process and minimize the code required. With this release as well, Microsoft has come up with few more Predefined Actions in the Perform Action step of Workflows. “Perform Action” was introduced in Dynamics CRM 2015 Update 1. For more information, you may refer… Read More »

Scenario where Impersonation in custom workflow can be used for Dynamics CRM

Requirement:  Recently we had a request where client wanted to have an automated process of assigning the case to a team member. To explain further, whenever any case is created in Dynamics CRM and when it is assigned to a team, that case should automatically get assigned to the first team member of that team. Once the… Read More »

Set Email Signature using Workflow in Dynamics CRM 2016 Update 1

Introduction: Email signature is an integral part of every email that we exchange. It adds a professional touch to our Emails. Microsoft Dynamics CRM 2016 Update 1 introduced Email Signature as an out of the box entity.  So that user can save time and be consistent in response. Previously, to add signatures in their emails user… Read More »

Effect of Various Date Fields on Waiting Workflow in Dynamics CRM

There is a common requirement to create a workflow which should wait until date specified for a field and perform remaining operation once it is elapsed. One of the familiar example of that is Birthday reminder. We came across a requirement where we needed to create waiting workflow till specified date in a field and… Read More »

Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow

Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More »

Set Process through Workflow in Dynamics CRM 2016

Introduction: Since the release of Microsoft Dynamics CRM 2013, the new feature of building and deploying a standard business process flow has become important to organizations. The prime objective was to make CRM users capable to visualize more than one process. Regardless of the nature of the record, building of process flows help towards understanding… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »

Using “PreEntityImage” and “PostEntityImage” in Workflows

As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in… Read More »

Different operators used with workflow

There are six different operators used in e workflow. 1. Set to: This operator is used to set value of the field of any data type. 2. Append with: This operator can only be used with text field. It will append specified field’s value or the default value to the existing value. This operator has… Read More »

Differences in Custom Workflow Assembly in CRM 4.0 and CRM 2011

We have listed the list of changes noticed for designing a custom workflow assembly in CRM 2011 and in CRM 4.0. 1. References CRM 4.0using System.Workflow.Activities;using System.Workflow.ComponentModel;using System.Workflow.ComponentModel.Compiler;using Microsoft.Crm.Sdk;using Microsoft.Crm.Sdk.Query;using Microsoft.Crm.SdkTypeProxy;using Microsoft.Crm.Workflow; CRM 2011using System.Activities;using Microsoft.Crm.Sdk.Messages;using Microsoft.Xrm.Sdk;using Microsoft.Xrm.Sdk.Workflow; 2. Base Class Base class definition has been changed from SequenceActivity to CodeActivity. CRM 4.0: In CRM… Read More »