Dynamics 365 Workflow Tools Versions Save

Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.

1.0.61.1

3 years ago

Changes on version 1.0.61.1:

  • Solved an issue on SetProcessStage.cs Code regarding Consoe.WriteLine() and Environment.Exit(1);

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query
  74. Get Sharepoint Location URL
  75. Create Team
  76. Get Option Set Value
  77. Share Secured Field
  78. Set Lookup Field from Record URL
  79. Resolve Case

1.0.61.0

3 years ago

Changes on version 1.0.61.0:

ConcatenateFromQuery:

CountChildEntityRecords:

  • Add an option to specify the element of the FetchXML for the child entity. That will allow the user to count the child records with specific filter criteria (e.g. child records with Active status) (thanks to https://github.com/LinnZawWin)

GetMultiSelectOptionSet:

Resolve Case action:

SetLookupFieldFromRecordUrl:

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query
  74. Get Sharepoint Location URL
  75. Create Team
  76. Get Option Set Value
  77. Share Secured Field
  78. Set Lookup Field from Record URL
  79. Resolve Case

1.0.60.0

3 years ago

Changes on version 1.0.60.1:

  • New action: Share Secured Field

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query
  74. Get Sharepoint Location URL
  75. Create Team
  76. Get Option Set Value
  77. Share Secured Field

1.0.59.0

3 years ago

Changes on version 1.0.59.0:

  • BugFixed: Rollup Function: Update to support Whole Number and Float (thanks to @TarogStar )
  • New action: GetSharepointLocationURL: Added new step to get the sharepoint location absolute URL (thanks to @annepessoa)
  • New Action: CreateTeam: added new step to creat a Team (owner or access)
  • New Action: GetOptionSetValue: addedd new step to get the value (number) of the selectet option of the optionset of a record

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query
  74. Get Sharepoint Location URL
  75. Create Team
  76. Get Option Set Value

1.0.58.0

4 years ago

Changes on version 1.0.58.0:

  • BugFixed: JsonParser is working again, included newtonsoft clasess in source code.
  • BugFixed: RollupFunctions fixed issue when is null the first attribute number.

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query

1.0.57.0

4 years ago

Changes on version 1.0.57.0:

  • RollupFunctions:
  • Bug fixed, some values returns "0"
  • OldParentField as RequiredArgument

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query

1.0.56.0

4 years ago

Changes on version 1.0.56.0:

Changes:

  • Bug Fixed: Fixed Roll up bugs for MIN, MAX, AVERAGE and SUM functions (thanks to https://github.com/SnippetsUnlimited)

  • New Feature: addedd new feature on set user settings: issendasallowed

  • CDS version

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query

1.0.55.0

5 years ago

Changes on version 1.0.55.0:

Changes: New Feature: New 'Top Attachments (Most Recent)' as an input parameter to EntityAttachmentToEmail (thanks to https://github.com/gabrieljunckes) New feature: New Output Parameter "Without Spaces" in String Functions: New Feature: New Action ConcatenateFromQuery (thanks to rajrao) Bug Fixed: QueryValues when attribute value1 is empty Bug Fixed: SetProcessStage: fixed issue retreiving the entity schema name (thanks to Robimbrie)

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History
  73. Concatenate from Query

1.0.54.2

5 years ago

Changes on version 1.0.54.2:

Changes:

  • Updated 2 code recommendations from certification process about using AllColumns in Queries.

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History

1.0.54.1

5 years ago

Changes on version 1.0.54.1:

New features: MapMultiSelectOptionSet:

  • Added "Keep Existing Values" parameter SetMultiSelectOptionSet:
  • Added "Keep Existing Values" parameter

This Version includes these Tools:

  1. Force Calculate Rollup Field
  2. Apply Routing Rules
  3. Query Values Step
  4. Share Record With Team
  5. Share Record With User
  6. Unshare Record With Team
  7. Unshare Record With User
  8. Check User is in Role
  9. Check User is in Team
  10. Add To Marketing List
  11. Remove From Marketing List
  12. Clone Children
  13. Clone Record
  14. Set Process
  15. Rollup Functions
  16. Entity Attachment To Email
  17. Pick From Queue
  18. Queue Item Count
  19. Add Role To User
  20. Add Role To Team
  21. Remove Role From User
  22. Remove Role From Team
  23. Set User Settings
  24. String Functions
  25. Delete Record
  26. Entity To Json Serializer
  27. Qualify Lead
  28. Add Marketing List To Campaign
  29. Copy Marketing List Members
  30. Copy To Static List
  31. Is Member Of Marketing List
  32. Remove From All Marketing Lists
  33. Numeric Functions
  34. Email To Team
  35. Set Process Stage
  36. Entity Mobile Deep Link
  37. Send Email
  38. Geocode Address
  39. Add User To Team
  40. Remove User From Team
  41. Associate Entity
  42. Goal Recalculate
  43. Get Initiaing User
  44. Encrypt Text
  45. Check Associate Entity
  46. Set State
  47. Update Child Records
  48. Disassociate Entity
  49. Insert Option Value
  50. Delete Option Value
  51. Sales Literature To Email
  52. Send Email From Template To Users In Role
  53. Send Email To Users In Role
  54. Calculate Price
  55. Execute workflow By ID
  56. JSON Parser
  57. Date Functions
  58. Calculate Agregate Date
  59. OrgDBSettings Update
  60. OrgDBSettings Retrieve
  61. Translate Text
  62. Currency Convert
  63. Get Record ID
  64. Retrieve User's BU Default Team
  65. Get App Module ID
  66. Get App Record Url
  67. Is Member Of Team
  68. Count Child Entity Record
  69. Get Multi Select OptionSet
  70. Map Multi Select OptionSet
  71. Set Multi Select Option Set
  72. Delete Record Audit History