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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
Thank You!
Any Queries?