Dynamics 365 | Plugin vs Workflow Execution Order – Which runs first?

When extending the backend of Dynamics 365, it is important to understand the execution order of Plugins and Workflows, especially when you have specific backend steps that need to run in a specific order. Once you understand the concept of stages and ranks of plugins and workflows, it becomes easy to understand which one runs … Continue reading Dynamics 365 | Plugin vs Workflow Execution Order – Which runs first?

Dynamics 365 – Retrieve More than 5000 records with FetchXML

When you're working with Dynamics 365, you may have encountered a limitation when it comes to retrieving records. The maximum number of records that can be retrieved in a single query is 5.000. This can be a problem if you need to retrieve a large number of records, such as for a data migration or … Continue reading Dynamics 365 – Retrieve More than 5000 records with FetchXML

Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

In Dynamics 365, you can dynamically change access privileges of users or teams to records by using Plugins or Workflows. There could multiple scenarios you can implement such functions. For instance, when creating a new Record you can share that record with a specific team or user by using GrantAccessRequest message. Again, on changing of … Continue reading Dynamics 365 – Share-Unshare Records with Plugin or Custom Workflow Activity by using C#

Dynamics 365 – Input and Output Parameters of Custom Actions

Actions in Dynamics 365 are a type of process that used to extend the functionality of Dynamics 365. You can invoke actions through a workflow, plugin, Javascript or API. We can pass the Input parameters to the custom Action and the results can be set as Output parameters. C# Code of Reading Input Parameters and … Continue reading Dynamics 365 – Input and Output Parameters of Custom Actions

Dynamics 365 Workflow Activity- Add Selected Users To a Team as a Bulk(AddMembersTeamRequest)

Whether you are Developer, Analyst or Consultant, there may be requirements for to add multiple users to a team. For instance, the company has created a couple of new teams in its organization chart and want you to implement this new teams to Dynamics 365. Do you prefer navigating through 20 User records by hand … Continue reading Dynamics 365 Workflow Activity- Add Selected Users To a Team as a Bulk(AddMembersTeamRequest)

Dynamics 365 Workflow Activity – Calculate Rollup Field(CalculateRollupFieldRequest)

If you need to update/re-calculate a rollup field by manually or by a condition you can use the below code to create a custom Workflow Activity for yourself. Then use this WF Activity in a workflow based on your business requests.🥳 The best part of this code is, you can use any entity and rollup … Continue reading Dynamics 365 Workflow Activity – Calculate Rollup Field(CalculateRollupFieldRequest)