{"id":4040,"date":"2016-12-08T16:00:01","date_gmt":"2016-12-08T10:30:01","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=4040"},"modified":"2021-06-03T10:19:47","modified_gmt":"2021-06-03T10:19:47","slug":"new-predefined-actions-in-dynamics-365-processes","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/12\/new-predefined-actions-in-dynamics-365-processes\/","title":{"rendered":"New Predefined Actions in Dynamics 365 Processes"},"content":{"rendered":"

Introduction<\/strong><\/p>\n

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. \u201cPerform Action\u201d was introduced in Dynamics CRM 2015 Update 1. For more information, you may refer this link<\/a>.<\/p>\n

Let us see how these new predefined actions work;<\/p>\n

Below is the screenshot showing the new Predefined Actions introduced in Dynamics 365.<\/p>\n

\"1\"<\/a><\/p>\n

Now we can use the above Predefined Actions in the Processes.<\/p>\n

Here we have discussed one of the scenarios where we will show you the implementation of one of the above actions.<\/p>\n

Suppose we have to Qualify a Lead based on a Two Option Set, which will be updated programmatically to Yes, and based on it we have to qualify the Lead.<\/p>\n

So we are creating a Workflow \u201cLead \u2013 QualifyLead WF\u201d which is triggered when \u201cQualify Lead\u201d is changed as shown below:<\/p>\n

\"2\"Now, click on Set Properties and you will see the below screen:<\/p>\n

\"3\"<\/p>\n

As you can see, it displays the Properties which we can specify in the \u201cQualifyLead<\/strong>\u201d request. Set it as per your requirement. Once done, Save and Close it.<\/p>\n

The workflow is ready. Just activate it, and then you can test.<\/p>\n

We created a record \u201cQualify Lead Testing\u201d in Dynamics CRM and changed the field \u201cQualify Lead\u201d to \u201cYes\u201d. As we kept our workflow Synchronous, the lead was qualified, and Account, Contact & Opportunity was created as shown below:<\/p>\n

\"4\"<\/p>\n

Conclusion<\/strong><\/p>\n

In this blog article, we have discussed new Predefined Actions in the \u201cPerform Action\u201d of Dynamics 365. We hope this will help you to explore more and try these Actions.<\/p>\n

Monitor and Evaluate user adoption of Dynamics CRM using User Adoption Monitor<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"

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. \u201cPerform Action\u201d was introduced in Dynamics CRM 2015 Update 1. For more information, you may refer\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":4049,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,67],"tags":[1253,1357],"class_list":["post-4040","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-workflows","tag-new-predefined-actions-in-dynamics-365","tag-predefined-actions-in-the-perform-action"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=4040"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4040\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/4049"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=4040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=4040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=4040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}