Ultimate Workflow Toolkit for Dynamics 365 Andrew Butenko

Ultimate Workflow Toolkit for Dynamics 365 Andrew Butenko Senior Consultant/Business Solutions MVP Hitachi Solutions America

Agenda Overview 1 Ultimate Workflow Toolkit 2 Limitations 3 Roadmap 4 Demonstration 5

Overview of Processes • v 3. 0: • Introduction of Workflows • v 4. 0: • Rework • v 2011: • Introduction of Dialogs • V 2013: • Introduction of Actions and BPFs • Real-Time Workflows • V 2015: • Execution of Actions from Workflows • V D 365: • New Actions Added • V 9. 0 • Deprecation of Dialogs

Limitations of Workflows • Handlers: • Create • Update • Delete • Change of State • Assign • On-Demand Call • Call from parent workflow • Actions: • Create • Update • Assign • Send Email • Start Child Workflow • Change Status • Stop Workflow • Perform Action • Custom User-Defined Actions (v 2015) • Additional Standard Actions (v D 365)

Ultimate Workflow Toolkit • Standard Operations: • Delete Record • Qualify Lead • Close Opportunity/Quote/Order/Case • Create Quote/Order/Invoice copying products • Retrieve Data From “Close” records of Opportunity/Quote/Order • Associate/Disassociate Records through N-N Relationship • Does association through N-N Relationship exists between records • Add/Remove member to/from Marketing List • Remove member from all Marketing Lists • Security: • Add/Remove User to/from Team • Add/Remove User to/from Record Team • Does user have particular role • Is user a member of team • Share/Unshare record with user/team • Share/Unshare secured field with user/team • Operations with emails and notes/attachments • Cascading of Statuses/Workflows

Demonstration

Roadmap • Operations with Bing. Maps Services • Geocoding based on address • Distance between 2 addresses • Operations with conversion services • Math/String/Date. Time operations • Your Suggestions? ? ?

Resources Gonzalo Ruiz’s Workflow Utilities - http: //mscrmworkflowutilities. codeplex. com/ Jason Lattimer’s Workflow Toolkits - https: //github. com/jlattimer Microsoft Dynamics CRM/365 Workflow Tools – https: //github. com/demianrasko/Dynamics-365 -Workflow-Tools Ultimate Workflow Toolkit on Git. Hub - https: //github. com/a 33 ik/Ultimate. Workflow. Toolkit

Questions?

Who am I? Email: abutenko@hitachisolutions. com Skype: butenko_andriy Profile: http: //ua. linkedin. com/in/ andriibutenko/ Blog: http: //butenko. pro Google plus: Andrii Butenko