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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Meaning of custom work...
Microsoft Dynamics CRM (Archived)

Meaning of custom workflow and one example

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Posted on by Community Member

Hi everyone ,

Just wanted to know what custom workflow is and an example which really explains it's need in simple words.

Any suggestion will be more than welcomed

Thanks in advance

Thanks ,

Om

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  • Community Member Profile Picture
    Community Member on at
    RE: Meaning of custom workflow and one example

    Hello Andrii ,

    This was really helpful.

    Thanks a lot for your help.

    Regards ,

    Om

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Meaning of custom workflow and one example

    Hello,

    This particular example provides possibility to access Opportunity Close record that is created after opportunity is closed as Won/Lost. Let's assume that you have a workflow that handles Win/Lost event of Opportunity and you need somehow to get info entered in Won/Lost dialog from workflow. Out of box you have no possibility to access Opportunity Close record that is created for Opportunity and custom workflow activity provides that possibility.

  • Community Member Profile Picture
    Community Member on at
    RE: Meaning of custom workflow and one example

    Hello Andrii ,

    Thanks for your valuable response.

    I understood the concept of custom workflow activity , but could you please explain the example you mentioned of " get Opportunity Close entity based on Opportunity ".

    Thanks ,

    Om

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Meaning of custom workflow and one example

    Hello,

    I believe you meant Custom Workflow Activity (CWA). So out-of-box you have limited number of actions in workflow designer like create/update/assign/changestate/sendemail operations. If you need something that doesn't fit mentioned actions you can develop and register in CRM own CWAs. For example - get Opportunity Close entity based on Opportunity. Quick reference you can find here - https://msdn.microsoft.com/en-us/library/gg309745.aspx?f=255&MSPPError=-2147217396

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