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Using XRMToolbox, is it possible to automate website\D365 navigation steps & update D365 workflow steps?

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Posted on by VivekGupta

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Hi,

Currently some steps are performed manually such as navigating to a website\D365 & updating some fields in the website\D365 form and also navigating to a D365 workflow & updating some properties in the workflow steps.

Using XRMToolbox, is it possible to automate website\D365 navigation steps, deactivate a Automatic Record Creation (ARC) rule & update D365 workflow steps?

Using PowerShell, is it possible to deactivate a Automatic Record Creation (ARC) rule & also update D365 workflow steps?

Please provide some examples of how to implement the above points.

Thanks.

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RE: Using XRMToolbox, is it possible to automate website\D365 navigation steps & update D365 workflow steps?

Hi VivekGupta,

"Using XRMToolbox, is it possible to automate website\D365 navigation steps & update D365 workflow steps?"

There is no tool in XRMToolbox to do this.

Using PowerShell, it is possible to deactivate a Automatic Record Creation (ARC) rule & also update D365 workflow steps?

I'm not familiar with PowerShell API. There is a thread about PowerShell API. You can have a look.

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