This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it.
To import the Solution follow these steps:
- Download the ZIP file from the Releases tab (https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases) Access to the Dynamics 365 (CRM) environment and navigate to Settings>Solutions
- Click on Import and select the ZIP file
- Follow the wizzard steps
To see how to use each of the tools includes in this solution, please access to the following links:
- 1: Force Calculate Rollup Field
- 2: Apply Routing Rules
- 3: Query Values
- 4: Share Record With Team
- 5: Share Record With User
- 6: Unshare Record With Team
- 7: Unshare Record With User
- 8: Check If User is in Role
- 9: Check If User is in Team
- 10: Add To Marketing List
- 11: Remove From Marketing List
- 12: Clone Children - Thanks to Marco Amoedo
- 13: Clone Record
- 14: Set Process
- 15: Rollup Functions
- 16: Entity Attachment To Email
- 17: Pick From Queue
- 18: Queue Item Count
- 19: Add Role To User
- 20: Add Role To Team
- 21: Remove Role From User
- 22: Remove Role From Team
- 23: Set User Settings
- 24: String Functions
- 25: Delete Record
- 26: Entity Json Serializer
- 27: Qualify Lead
- 28: Add Marketing List To Campaign - Thanks to Mitch Milam
- 29: Copy Marketing List Members - Thanks to Mitch Milam
- 30: Copy To Static List - Thanks to Mitch Milam
- 31: Is Member Of Marketing List - Thanks to Mitch Milam
- 32: Remove From All Marketing Lists - Thanks to Mitch Milam
- 33: Numeric Functions
- 34: Email To Team
- 35: Set Process Stage - Thanks to Pablo Peralta
- 36: Entity Mobile Deep Link - Thanks to Jerry Weinstock
- 37: Send Email - Thanks to George Doubinski
- 38: Geocode Address
- 39: Add User To Team
- 40: Remove User From Team
- 41: Associate Entity
- 42: Goal Recalculate
- 43: Get Initiating User
- 44: Encrypt Text
- 45: Check Associate Entity
- 46: Set State
- 47: Update Child Records
- 48: Disassociate Entity
- 49: Insert Option Value
- 50: Delete Option Value
- 51: Sales Literature To Email
- 52: Send Email From Template To Users In Role
- 53: Send Email To Users In Role
- 54: Calculate Price
- 55: Execute Workflow By ID Thanks to Steve Mordue
- 56: JSON Parser - Thanks to Ben Vollmer
- 57: Date Functions
- 58: Calculate Agregate Date Thanks to Ariel
- 59: OrgDBSetting Update Thanks to Pablo Peralta
- 60: OrgDBSetting Retrieve Thanks to Pablo Peralta
