Goal:
Show total sum of Activity entities related to Project entity in a form field named Total Activities in Dynamics CRM 365
Following these guys, for our Project entity's form edtior, we've created a normal Whole Number field named Total Activities.
As suggested in the blog, we've Created a workflow process to run on Activity entry entity:
with a name Activity counter:
which will be activated as a process when
Record is created
Record status changes
Record is deleted
We've reached to Step Properties:
The blog says the following:
In the Update Event step, increment the attendee count by 1, and the Total Revenue (Event) field by the Fee field from the Registration record.
We're not able to see that Event step thing anywhere in the process editor.
How to get to the following screen?
Use rollup fields
In Microsoft Dynamics 365, rollup fields are designed to help users obtain insights into data by monitoring key business metrics. A rollup field contains an aggregate value computed over the records related to a specified record, such as open opportunities of an account. Also, you’ll be able to aggregate data from the activities directly related to a record, such as emails and appointments, and activities indirectly related to a record via the Activity Party entity. In more complex scenarios, you can aggregate data over the hierarchy of records. As an administrator or customizer, you can define rollup fields by using the customization tools in the Dynamics 365 Web application, without needing a developer to write code.
The steps you are following are for Real-Time Workflows. You should UNCHECK the "Run this workflow in the background (recommended)" checkbox in order to see the the Update Event Steps. The items in the red square box are the Update Event Steps
Related
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
CRM 2016 introduces a new feature: Save and Route (an Incident). The new Save & Route button combines the multiple steps required in earlier versions of CRM.
Now I want to perform programatically this action (for an incident also) either in js or in custom activity based on some conditions.
Any pointers to show me how can I do that?
I would like to add a subgrid to a custom entity's form that shows the sent emails that background workflows have sent when certain actions occurred on the form.
How do I do this? Are emails already related to their entities or do I have to create a lookup relationship to the email entity?
You could use the regarding (regardingobjectid) field in the email entity. To use this lookup, you need to set the "Activities" checkbox in the configuration of the entity.
When a background workflow (CRM UI) send email for an entity, it automatically sets the RegardingObject as that entity record.
Associated views: You can see the Open items (Draft emails) in Activity & finished items (Sent emails) in Closed Activities.
You can show the same view or only outgoing emails in a subgrid with little efforts.
I would like to have a field automatically be populated with something I define in a workflow. Currently I have the workflow running upon record creation, however the field is only populated AFTER the user saves the record for the first time.
How can I use a workflow to populate that field before the user saves the form?
You can't. Workflows function on the server-side, but you're asking about populating a client-side field before the server is contacted. Moreover, workflows are triggered asynchronously, which by definition means the record has to be created in advance.
You'll need to either attach a JavaScript function to the OnSave event, or trigger the population of the field in a pre-validation or pre-operation .NET plugin. I suppose you could use a Dialog as well, but that would require user input. See the below links for more detail on the differences between plugins, workflows, and dialogs.
Options: Plugin, Workflow or Dialog
Automate Business Processes in Microsoft Dynamics CRM
I am trying to create a "quick campaign" in code, but I don't find a class to do that.
I found the way to create a list and add users to that list. But I can't continue, because I don't know the way.
this is an old post but I thought I'd reply anyway.
The 'quick campaign' entity in CRM is called 'bulkoperation'. The Quick Campaign Wizard only creates activity records of other types, such as phone calls or tasks. The bulk operation is that which actually performs the action of distributing the campaign. A quick campaign is not a standard CRM entity.
As far as I know, you can't create a bulkoperation record using code - there is no 'Create' method for this class. I assume this is because the bulk operations are tied to the CRM platform too tightly.
The closest way to simulate creating a quick campaign, I would suggest, is to perform the actions of the Quick Campaign Wizard using code and create the associated activities that the Wizard would normally create. That, or use the Campaign entity, which can be managed with code.
Search the CRM SDK for the bulkoperation class for more information.
To create a Quick Campaign you can use the PropagateByExpressionRequest. Microsofot has provide sample code on how to do this ->
https://msdn.microsoft.com/en-us/library/gg328526.aspx