CRM Crate

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 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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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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What is child workflow? How to create a child workflow?

What are child workflows  in CRM Dynamics 365? Child workflows are workflows that can be started by another workflow or dialog. These child workflow are extremely useful for a number of reasons, but are particularly useful for extracting logic so that it can be used in different areas such as calling the workflows externally using …

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How to debug a workflow in Dynamics 365 CRM?

Debugging is the essential part of development as it shows the areas which are failing and the areas which are succeeding. In order to debug the work, firstly disable the checkbox “Automatically delete completed workflow jobs (to save disk space)”. Disabling this checkbox will generate the process session logs even if the workflow is succeeded. …

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How to call a workflow from JavaScript?

We can easily call a workflow from a JavaScript code. For this we will need the workflow GUID and the GUID of the record from which you will trigger the workflow.Note : – Click the checkbox “Child Process” in order to call the workflow externally via JavaScript. Below code demonstrates how to call the workflow …

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What is On-Demand workflow? Create and run an On-Demand workflow

As the name suggest, the On-Demand workflow is the workflow which user runs on the demand. In other words the on demand workflow runs when there is a manually trigger made to run the workflow. This manual trigger can be accomplished via OOTB advance find or via JavaScript. Now lets create an On-Demand workflow. Navigate …

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Difference between background and real time workflows

As mentioned in our previous post there are two types of workflows, the background or asynchronous workflow and the real-time or synchronous workflow. Below is the difference between background and real-time workflow. REAL TIME WORKFLOWS BACKGROUND WORKFLOWS 1. Rolls back all changes if it fails. 1. Will not roll back changes if it fails. 2. …

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Dynamics 365 | Create a basic workflow

Previously we learnt what is a workflow. Now let us learn how to create a basic workflow. In CRM Dynamics 365, navigate to settings. Under process center click on the tab “Processes”. In processes click on New to create a new workflow process. Provide name to your workflow and navigate / click on the field …

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Understanding workflow in CRM Dynamics 365

A workflow in Dynamics 365 is a process which defines series of functions or methods, called steps which are operated sequentially. The Workflow can change the processing direction by using conditionals, referred to as conditional branches. A workflow is an pro efficient tool for managing both data and processes. With help of workflows, we can easily ensure that certain …

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