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)
The custom steps can be used in both workflows and dialogs. These activities are not supported in CRM Online yet.
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
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.