Custom Workflows in dynamics 365

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Posted on by Sumaira Noor

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Hello Community Experts,

Please suggest me how to learn custom workflow from scratch.

I'm new to dynamics 365, please guide me step by step.

Best Regards,

Sumaira Noor

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Sumaira Noor 1,085 on at

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RE: Custom Workflows in dynamics 365

Thanks for the help Lu and Goutam

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gdas 50,091 Moderator on at

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RE: Custom Workflows in dynamics 365

Hope below reference helps you -

www.ashishvishwakarma.com/.../

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LuHao 40,890 on at

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RE: Custom Workflows in dynamics 365

Hi Sumaira,

First, you should already have Visual Studio in your system.

I recommend reading this blog, which is based on the latest D365 environment. It shows you the detailed creation steps.

Create custom workflow activities (workflow extensions) in DYNAMICS 365 and POWERAPPS: https://carldesouza.com/creating-custom-workflow-activities-workflow-extensions-in-dynamics-365-and-powerapps/

Debug a custom workflow activity in DYNAMICS 365 and POWERAPPS: https://carldesouza.com/debugging-a-custom-workflow-activity-in-dynamics-365-and-powerapps/

About the code, I recommend you to refer to this official document: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/workflow/workflow-extensions

Basically, you need to follow these steps to create a custom workflow:

Create a Class Library project using .NET Framework 4.6.2 as the target framework.

Install the Microsoft.CrmSdk.Workflow NuGet package.

This package includes the Microsoft.CrmSdk.CoreAssemblies package.

(Optional) If you wish to use early bound entity classes, include them in the project.

Add a public class. The name of the class should correspond with the action to be performed by the activity.

Add the following using directives

using System.Activities; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Workflow;

Add properties to the class to represent any input or output parameters and use .NET attributes to provide necessary metadata to expose these properties to the workflow process designer.

Make your class derive from the CodeActivity Class and implement the Execute(CodeActivityContext) Method that contains the operations your activity will perform.

Sign your assembly

Build your assembly.

Register your assembly using the Plug-in Registration tool and set the Name and WorkflowActivityGroupName properties to define the text that will be visible in the process designer.

Test your workflow activity by invoking it from within a Workflow, dialog, or action processes

(Recommended) Add your workflow activity to a solution.

You can also find these steps in the official documentation, and there are 3 code examples in the documentation.

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