Processes in Microsoft Dynamics CRM 2015

ProcessesinMicrosoft Dynamics CRM 2015

By Ashish Vishwakarma

Agenda•Workflows• Dialogs• Actions

Processes Home Screen

Create New Process

Selecting Entity for Process

Workflows• Used to automate tasks.•More productivity.• Can be started manually.• or Can be triggered by an event.

Adding Steps in Workflow

Adding Check Condition

Updating Entity on condition

Dialogs• Dialogs contain a collection of pages.• Each page can contain multiple sets of prompts and responses.• Can have child dialogs.•Must be invoked manually.

Creating New Dialog

Configuring Prompt & Response

Triggering Dialogs

Selecting Dialog to Run

Actions• Can be associated with single entity.• or Can be global .• Supports invocation of plugins pre/post execution.• Can be executed using a JavaScript web resource.• Supports input and output arguments.• Supports auditing of data changes.• Isn’t supported with offline clients.• Can be invoked by a web service method call.

Creating New Action

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