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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add Dynamic List of Us...
Microsoft Dynamics CRM (Archived)

Add Dynamic List of Users to Team via workflow

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Posted on by Ryan Maclean 3,070

Hi all,

I'm trying to come up with a solution that will allow me to add a dynamic list of users to an Owner Team using a workflow/action, but I'm having a little bit of trouble completing the process

Within my Opportunity entity we have a link to an Owner Team, and if certain criteria are met then I'd like to retrieve all Users who are listed as members of the Proposals Team, and add them to the Owner Team linked on the Opportunity record

I can update this using a custom workflow activity that adds fixed named users, but I can't make it dynamic (i.e. if the membership of the Proposals Team changes I would have to deactivate and modify my workflow).

Note, my C# skills are spotty at best, so I'm hoping there is a non-plugin way to achieve this.

Any help is appreciated

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I have the same question (0)
  • Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hey Ryan,

    Take a look at this add-on library which adds a lot useful extra features to Workflow steps, without the need for coding:
    https://github.com/demianrasko/Dynamics-365-Workflow-Tools 

      

    Features that it includes, which I think would fit your use case:

    1. Check if User is in Team
      https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Check%20If%20User%20is%20in%20Team.md
    2. Add User to Team
      https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Add%20User%20To%20Team.md 
    3. Remove User from Team:
      https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Remove%20User%20From%20Team.md 

      

    Hope this helps you get started. If you have any other questions, please let me know!

    If you found my answer helpful, please help the community by marking it as verified :-)

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at

    Hi Michel,

    I already have this library, and I can use this to add a single-named user to a team, but I can't find a way to generate a dynamic list of users and add them to team.

    Thanks for your help though :)

  • Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello Ryan,

    There is an older add-on called the 'Distribute Workflow Activity', which allows you to specify a custom 1:N relationship and will trigger a child workflow on every record that is connected in the relationship on the primary record.

      

    I'm having trouble finding if they have an up-to-date website but, you can find the archive here:

    https://archive.codeplex.com/?p=crm2011distributewf

        

    When you download the archive, the latest release is hidden in folder /releases/6/
    It is file: 0d9cd129-bd4a-4c49-bcfc-3cf865a5ecfe - rename that to AGUtilities_1_3_2_1_managed.zip

    To make it easier for you, here's an already rescued version ready for download:

    https://partnerassets.blob.core.windows.net/downloads/AGUtilities_1_3_2_1_managed.zip 

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at

    Hi Michel,

    Thanks, I've used that before, but I don't think it's right for what I'm trying to achieve.

    I want something like Aiden Kaskela's "Run Workflow on Query Results" (kaskelasolutions.com/activity-run-workflow-on-query-results), which I can use to get a list of the users, but then I can't pass the value for the specific Team I would like updated with the list of users.

    I feel like I'm 90% of the way there, I just can't quite get the last bit sorted.

    I really appreciate your help though

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at

    Anyone else able to offer any potential solutions to this issue for me? I feel stuck

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hi Ryan,

    Bit confused here. Apology in advance. What I understood is, you simply want to Shift the team members of Proposal Team to the Owner Team, if certain conditions met? Is my understanding is correct?

    So to achieving it, If you are already writing a Custom Workflow, Can't you first retrieve all the members of the Proposal Team in your custom workflow code, De-associate them from the Proposal Team and Associate it with the Owner Team? Why you need to select the static users.? Is there any trouble performing this action?

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.



    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on at

    Hi Arpit,

    You're almost right. I want to find out who the members of the Proposal Team are and then add them to the Owner Team too, so they'll be in both teams.

    The problem that i outlined in my request is that I am not really a developer, so I'm not confident in my ability to write a custom workflow activity, so I was hoping for some guidance around alternative ways to achieve this without having to write new code.

    I am sure it is possible, I'm just struggling to get there.  Essentially I want to retrieve the members of the Proposal Team, then for each User carry out a N:N associate with the Opportunity Owner Team.

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