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
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
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