CRM Crate

Actions

Understanding actions in Dynamics 365

What are Actions? Actions in CRM Dynamics 365 are a capability to create a business or an operational logic that can be called in different ways such as through custom code or a out of the box workflow. Actions are not run on demand or automatically, but rather they are triggered by processes or code. If

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How to create an Action?

Previously we learnt what an Action is, now we will learn to create a basic action in order to derive the business logic. Case study for our action. Before beginning technically, let us decide the business scenario for which will build the Action. Lets say when a case is created where the title contains the

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What are Process Arguments in Action?

What is Process Argument? The process arguments in an Action signifies the data transfer agents which can regulate the data within the Action. In simple words, the process arguments help data to be flowed within the Action. This data can be utilized between different logic deriving engines such as JavaScript, plugins or workflows. We can

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How to call / trigger Action from JavaScript?

Many times there are scenarios where you need to create Global Actions where you don’t specify an entity in particularly. When you create such global action and if you need to call that action from your JavaScript code or on Button Click. Here we will learn how to call / trigger the Action from user

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How to call an action using Xrm.WebApi.online.execute?

We will learn how to call a global or entity based action using Xrm.WebApi.online.execute in Microsoft Dynamics 365. Actions in Dynamics provides a capability to create business operational logic that can be called in different ways such as through code or a workflow.  Understanding core concepts of an Action in Dynamics CRM What is an

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