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Workflow Elements by Aiden Kaskela

Microsoft Business Applications MVP, Contractor, Evangelist

Workflow Elements by Aiden Kaskela

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  • Workflow Elements
    • How To’s
      • Schedule Workflows in Dynamics
      • Rename a Generated Word Document
      • Add dynamic recipients to an email
      • Send an itemized receipt
      • Limit query result to related records
    • Documentation
      • Assign – Get Owner by Query
      • Audit – Get Last Update
      • Audit – Get Recent Updates
      • Date – Add or Subtract
      • Date – Build Date From Parts
      • Date – Convert to Custom Text
      • Date – Get Date Components
      • Documents – Rename Document
      • Email – Add Recipients from Query
      • Email – Attach Document
      • Email – Attach Multiple Documents
      • Email – Send Saved Email
      • Math – Analyze Data Query
      • Math – Determine Ratio
      • Query – Get Results
      • Relationship – Associate From Query
      • Relationship – Disassociate All
      • Query – Run Workflow on Results
      • Sales – Add Line Item
      • Sales – Convert Order to Invoice
      • Sales – Convert Quote to Order
      • Sales – Remove Line Items
      • Workflow – Get Metadata
    • Version History
    • Reported Issues
    • License Info
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    • Downloads for CRM 2011-2015
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Documentation

 

Activity Documentation

This is a list of all the activities in Workflow Elements, along with some example use cases, as well as each activities input and output parameters.

  • Assign – Get Owner by Query
  • Audit – Get Last Update
  • Audit – Get Recent Updates
  • Date – Add or Subtract
  • Date – Build Date From Parts
  • Date – Convert to Custom Text
  • Date – Get Date Components
  • Documents – Rename File
  • Emails – Add Recipients from Query
  • Emails – Attach Multiple Documents
  • Emails – Send a Draft Email
  • Math – Analyze Data Set
  • Math – Determine Ratio
  • Query – Get Results
  • Query – Run Workflow on Results
  • Relationship – Associate From Query
  • Relationship – Disassociate All
  • Sales – Add Line Item
  • Sales – Convert Order to Invoice
  • Sales – Convert Quote (Won) to Order
  • Sales – Remove Line Items
  • Workflow – Get Metadata

 

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