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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Triggering workflow fr...
Microsoft Dynamics CRM (Archived)

Triggering workflow from portal CRM site

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Posted on by Community Member Microsoft Employee

Hi, I'm trying to call a workflow from a portal to our CRM site for our external users. It is meant to send an email.

Currently, I'm able to construct the email but it is not sent. It opens up the default mail client for the user but the user needs to click send to send the email. I want this to be automated.

Currently, I have a workflow that is set to fire on field change. I use a stored procedure in the portal site to change the value of the field. The field changes through javascript call, but the workflow is not fired. I suspect it is because you need to save the record first.

Any ideas?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Triggering workflow from portal CRM site

    Thanks. I created a aspx.cs file and aspx file and accessed the organization service proxy through there.

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Triggering workflow from portal CRM site

    thats why its not working you need to update record through organization service proxy. Here in below thread I have mentioned  how to create organization service proxy and communicate with CRM using console application C#.

    community.dynamics.com/.../273478

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Triggering workflow from portal CRM site

    Yes, it is direct database update.

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Triggering workflow from portal CRM site

    Hi ,

    How do you update particular field in CRM using stored procedure , is it direct database update?

    You need to create proxy of CRM organization service proxy  from your portal  and update the record using organizationservice.update() method.

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