Love the tips sent to a jar@crmtipoftheday.com – always something new! Today, Elliott Hulburd unmasks a truly unpleasant bug in custom action a.k.a workflow editor that could literally cost you hours of trying to figure out why suddenly all your calls to a custom action fail. When working with Custom Actions in CRM 2016 recently, […]
Tip #736: Add variables to your workflows
Workflows rule. They can wait until there is $10,000,000 in your bank account or forever (whichever happens first), they can update records, send emails and synchronously move mountains (subject to the 2 minutes timeout, and only if the mountain is referenced by a DNS-resolvable name). They can be quite complicated and often won’t fit on […]
Tip #731: Hide and protect your custom CRM API
Yesterday we illustrated how you can wrap some server-side functionality as a custom API to be consumed by the developers. One of the undesired side effects is that business can now poke their nose into the API when building workflow processes: If your API is a smoking gun and you don’t want business to accidentally […]
Tip #730: Turn your CRM into API machine
When people ask me to describe the differences between custom workflow activities and custom actions, I always use the following definitions: Custom workflow activities. A functional blackbox created by the developers to be consumed by the business Custom activity. A functional blackbox created by the business to be consumed by the developers There is more […]
Tip #518: Tipster guide to Dynamics CRM custom actions
Hey, it’s Friday and time for another video tip. With Unified Service Desk done and dusted for now, we switch our attention back to least explored Dynamics CRM features. In this week’s video we look at custom actions. Creating a Custom Action can provide a lot of possibilities for composing business logic. Here we talk […]