Category Archives: Workflows

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 »