Tag: workflow
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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…
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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.
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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…
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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…
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