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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create a custom workflow.
Customer experience | Sales, Customer Insights,...
Suggested answer

Create a custom workflow.

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Posted on by CRM dynamic 365 20
  1. Create a global optionset "MH Cities" to hold certain city names - Pune, Mumbai, Thane, Nagpur and Panvel.
  2. Create a boolean field "Outside Maharashtra" in contact entity and place it on the contact form.
  3. Develop a custom workflow to retrieve all contacts in the system and check if City field has a value equal to the one present in global optionset. If the value is one of those present in global optionset then set the flag "Outside Maharashtra" to yes else no.

 

For example there are 2 Contacts in the CRM, Arun has city Kolkata and Asmi has city Pune then Arun's flag should be set to - Yes and Asmi's - No.

 

Suggestion - you can develop your logic first in console application C# for easy debugging and then convert this to a custom workflow.

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Create a custom workflow.

    Hi, Shweta

    I’d like to suggest creating an On-demand Workflow and using the Bulk Workflow Execution Tool to achieve your needs.

    1. Create an On-demand Workflow.

    Set the condition. For the option set cannot be set as the condition, separate the options in the condition with semicolons in the following figure.

     1513.1_2D00_1.png

    1856.1_2D00_2.png

    1_2D00_3.png

    1. Create a view for the information you need.

     055715.png

    1. Install the Bulk Workflow Execution in XrmToolBox.

     1374.png

    1. Connect to the environment.

     1440.png

    1. Select the workflow and view.

     0882.png

    1. Click the ‘Validate Query’ in the top. The count of the records will be shown.

     10123.png

    1. Click the ‘Start Workflows’ in the top.

     6685.png

    1. Here is the result of the Workflow.

     8765.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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