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 – Copy/Clone a Record with Custom Workflow Activity

By using below code, you can copy a record dynamically by using its URL property. You can execute this workflow activity from Javascript with WEB API or you can execute it inside of an Workflow and implement to any required business logic easily. All you have to do is create a new custom Workflow Activity … Continue reading Dynamics 365 – Copy/Clone a Record with Custom Workflow Activity

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 – Set MultiSelect Optionset field by a Workflow

In Dynamics 365, you can't change value of a MultiSelect Optionset filed in a Workflow or Business Rule as out of box. But by using below code you can create a Custom Workflow Activity to set any MultiSelect Optionset field in any entity. It's fully generic. Target Record URL (required) : URL of the record to … Continue reading Dynamics 365 Workflow Activity – Set MultiSelect Optionset field by a Workflow

Dynamics 365 – Set Business Process Flow Stage Automatically by Using a Workflow

Create a new Process in Category of Worklfow.Choose the entity with the same name as Business Process Flow you want to Set it's Stage.Check the "Run this Workflow in the background" option. Check the "Process Changes" option.Click "Select" button. Choose your "Record Type" with the Entity Type and choose your attribute for triggering the Stage … Continue reading Dynamics 365 – Set Business Process Flow Stage Automatically by Using a Workflow

Dynamics 365 Workflow Activity- Add Selected User To a Team by a Workflow(AddMembersTeamRequest)

To add an user to a Team, use the below code to create a Custom WorkflowActivity. Deploy it and use it in your desired Workflows as workflow step. public class AddSelectedUserToTeam : CodeActivity { [RequiredArgument] [Input("User")] [ReferenceTarget("systemuser")] public InArgument<EntityReference> User { get; set; } [RequiredArgument] [Input("Team")] [ReferenceTarget("team")] public InArgument<EntityReference> Team { get; set; } #region … Continue reading Dynamics 365 Workflow Activity- Add Selected User To a Team by a Workflow(AddMembersTeamRequest)

Dynamics 365 Workflow Activity- Send Email to Team Members by a Workflow(Add Team Users to the Email Recipients)

In Dynamics 365, you can't send E-mail to the team members out of box. But workaround for this is easy. First you create your Email in Workflow by using out of box Create Record step.If you have any "To" or "CC" users other than team members, you add those users to the e-mail in first … Continue reading Dynamics 365 Workflow Activity- Send Email to Team Members by a Workflow(Add Team Users to the Email Recipients)

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)