Project Description

 
This project includes custom workflow activities for CRM 2011 which provide additional process steps for the following actions:

 

  • Delete record
  • Share or “unshare” a record
  • Insert hyperlink to a CRM record
  • Qualify lead (convert to account/contact/opportunity)
  • Bulk activate / deactivate records (no record count limit)

 


The custom steps can be used in both workflows and dialogs and are now supported for CRM OnPremises and CRM Online. 

The custom workflow activities support:

  • Deleting the primary entity of the process or related entities (1:N relationships with primary entity).
  • Sharing and/or “unsharing” the primary entity of the process or related entities (1:N relationships with primary entity).
  • Creating a hyperlink to a CRM record (primary entity of the process or related entities).
  • Hyperlinks can be inserted into dialog prompts or HTML enabled entities such as email body.
  • Can be used in workflows and dialogs.
  • Use of dynamic expressions (e.g. Share record with the "Manager of the Owner of the primary entity").
  • Sharing of any privilege (read/update/create/append/share/assign/etc).
  • Qualifying a lead to a contact and/or account and/or opportunity
  • Activating or Deactivating multiple records.

 

Hyperlink to CRM entities in dialogs:

 

Hyperlink to CRM records in e-mails:

 

Share/Delete record configuration:

 

See the documentation section for more details and screenshots.

 

Last edited Mar 3, 2013 at 9:43 PM by GonzRuiz, version 12