Thursday, February 18, 2016

Workflow Utilities

There are some workflows utilities that could be useful for your implementation:

MSCRM ToolKit: http://mscrmtoolkit.codeplex.com/
MSCRM ToolKit is a collection of useful tools for people working on Microsoft Dynamics CRM 2011, 2013 and 2015 projects.

It is built around features described in the Microsoft Dynamics CRM 2015 Software Development Kit.

In the toolkit you can find the following tools:

Reference Data Transporter

Tool for transporting reference data between different CRM deployments.

N:N Associations Transporter

Tool for transporting N:N associations between different CRM deployments.

Data Export Manager

Tool for exporting data from CRM deployment. Exporting data into different formats: XML, XML Spreadsheet 2003, CSV.

Export Entities Structure

Tool for exporting the Metadata (entities, attributes, relationships and diagrams) from CRM.

Deployment Properties (On-Premise only)

Tool for changing the server and deployment properties for an On-Premise CRM deployment.

Solutions Transporter

Tool for transporting solutions between different CRM deployments.

Solutions Import Jobs Viewer

Tool for viewing the Solutions Import jobs in a CRM deployment.

Workflow Execution Manager

Tool for executing workflows on the CRM.  community.dynamics.com/.../step-by-step-running-on-demand-workflow-for-all-active-records

Records Counter

Tool for counting records in the CRM deployment.

Audit Export Manager

Tool for exporting Audit Details from the CRM.

CRM Email Workflow Utilities crmemailworkflowutilities.codeplex.com

Custom workflow actions that deal with emails in Dynamics CRM 2011, 2013, & 2015

Email Business Unit

CC Business Unit

Email Security Role

CC Security Role

Email Team

CC Team

Delete Email Attachments without delete email

Delete Email Attachments By Name

Send Draft Email

Dynamics CRM 2015 Workflow Tools msdyncrmworkflowtools.codeplex.com

Project Description

This project contains Tools created in WorkFlow Activities to be imported in Dynamics CRM, to use them

All the Source code is included and open.

Right now there are this tools:

Force Calculate Rollup Field

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.

The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

Apply Routing Rules

This Action forces the execution of the active Routing Rules for the Case passed in the parameter

Sharing Record Step

This Action could be used to Share a record to a User or Team (or both).

Query Values Step

This Action could be used to query to another entity with two filters fields, and get up to two fields. Very usefull for example to query a custom entity used with parameters.

Dynamics CRM 2015 Calculate Rollup Field (Workflow Activity) calculaterollupfield.codeplex.com

Project Description

Since Dynamics CRM 2015, we can add Rollup fields. The Rollup fields calculation is an asynchronous process, and with this project, we are giving more possibilities to this calculation.

The idea is to use the Workflows (Sync & Async) with custom workflow Activity, to force this calculation when the user define.

CRM 2011/2015 Distribute Workflow Activity  http://crm2011distributewf.codeplex.com/

Summary

With CRM 2011 out-of-the-box it is possible to perform actions on entities that have a N:1 relationship to a given entity, For example from an opportunity it is possible to update or run a workflow on the parent customer.

This plugin allows to extend this to the other two possible relationships: 1:N and N:N. With the aid of this plugin it is possible to perform an action on each opportunity given the parent customer (1:N) or on each competitor given the opportunity (N:N) or on each opportunity given the competitor (other way of the same N:N).

CRM Numeric Workflow Utilities crmnumericworkflowutilities.codeplex.com

Custom workflow actions that deal with numeric values in Dynamics CRM 2011, 2013, & 2015

Add, Average, Divide, Max, Min, Multiply, Random Number, Round, Subtract, ToDecimal, ToInteger, Truncate

CRM String Workflow Utilities crmstringworkflowutilities.codeplex.com

Custom workflow actions that deal with text strings in Dynamics CRM 2011, 2013, & 2015

Contains, Create Empty Spaces, EndsWith, Join, Length, PadLeft, PadRight, Regex Match, Regex Replace, Replace, StartsWith, Substring, ToLower, ToTitleCase, ToUpper, Trim, Word Count

No comments:

Post a Comment