New in CRM 4.0 is the possibility to build custom workflows using Windows Workflow Foundation (WF). WF is the programming model, engine and tools for quickly building workflow enabled applications on CRM 4.0. In previous version of CRM the engine was limited and not as robust. WF is a standard component used in many other products (MOSS, Biztalk ect).
Business rule example-when an Opportunity is created a check is done and if estimated value is greater than 100000 a task is created and associated to the opportunity. Schedule end date is set to same as opportunity estimated close date. No rocket science and just an example... I would like to see an example of integration with MOSS or other document library. Once I'm back from my parental leave and I have the time I might publish something.
Flow from Visual Studio 2005 sp1.In the workflow policy (TaskValues) I set the values for my reminder task and this is the only code needed.this.ReminderTask = Microsoft.Crm.Workflow.CrmWorkflow.CreateEntity("task")this.ReminderTask["subject"] = string.Concat("Please follow Up on Opportunity ", this.PostImageOpportunity["name"])this.ReminderTask["scheduledend"] = this.PostImageOpportunity["estimatedclosedate"]this.ReminderTask["description"] = "Automatic Task generated from Workflow. Please add your own notes here."this.OpportunityId = Microsoft.Crm.SdkTypeProxy.CrmTypes.CreateLookup(Microsoft.Crm.SdkTypeProxy.EntityName.opportunity.ToString(),this.Context.PrimaryEntityId)this.ReminderTask["regardingobjectid"] = this.OpportunityId
The final result on my Opportunity
Click on the Activites I would see my "reminder task". NOTE! Since the default view is on next 30days you need to change the view to "all" else you won't see you task.
Links related to subjectWindows Workflow Foundation on MSDNhttp://msdn2.microsoft.com/en-us/netframework/aa663328.aspxDynamics on MSDNhttp://msdn2.microsoft.com/sv-se/dynamics/default(en-us).aspxSharePoint Server 2007 SDK: Software Development Kithttp://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=enWindows SharePoint Services 3.0: Software Development Kit (SDK)http://www.microsoft.com/downloads/details.aspx?familyid=19F21E5E-B715-4F0C-B959-8C6DCBDC1057&displaylang=enVS 2005 extensions for .NET 3.0http://www.microsoft.com/downloads/details.aspx?familyid=5D61409E-1FA3-48CF-8023-E8F38E709BA6&displaylang=enMicrosoft .NET Framework 3.0 Redistributable Packagehttp://www.microsoft.com/downloads/details.aspx?familyid=10CC340B-F857-4A14-83F5-25634C3BF043&displaylang=enVisual Studio 2005 extensions for .NET Framework 3.0 (Windows Workflow Foundation)http://www.microsoft.com/downloads/details.aspx?FamilyId=5D61409E-1FA3-48CF-8023-E8F38E709BA6&displaylang=enMicrosoft Virtual Labshttp://netfx3.com/labs/
The Visual Studio project is attached below and for instructions how-to publish the workflow please see the CRM 4.0 SDK.
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Today I was at the Nacka Factory for the Swedish CRM 4.0 release party. Allot of customers, partners
There is a post that describes how to create a Custom Workflow and use it in Microsoft CRM 4.0 http:
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You can get the Great details about the CRM 2011 by using this Link www.dynamicsexchange.com/.../overview.aspx