Calling a .NET Assembly in MSCRM 4.0 Workflows

To help you find what you are looking for, it may help to know that workflow .NET assemblies are called custom workflow activities in the SDK and are called workflow actions in the online help.

Assuming you have already created and registered your workflow assembly, you can use the workflow designer in the Web application to call it. Within your workflow, add a step. The list of possible actions are:

• Create a record
• Update a record
• Assign a record
• Send an e-mail notification
• Start a child workflow ( A type of workflow that runs only when started by another workflow. It is contained within a parent workflow and cannot be run on its own. )
• Change the status of a record
• Stop the current workflow
• Perform a custom workflow action ( An element of workflow logic that specifies a custom operation that should be performed by workflow jobs when conditions defined in the workflow have been met. Custom workflow actions can be developed by using the information in the Microsoft Dynamics CRM 4.0 Software Development Kit, and are not available in Microsoft Dynamics CRM by default. )

For reference see:

• Workflow Structure (Online Help or Resource Center)
• Using a Custom Workflow Activity in the Workflow Form (SDK)
• Custom Workflow Activities (SDK)
• Sample Custom Workflow Activity in the SDK Download. Look in SDK\Server\FullSample\CustomWorkflowActivity

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