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.

1.0.54.0

5 years ago

Changes on version 1.0.54.0:

New features:

  • Delete Record Audit History

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

The CDS Version not include all the actions, because it requires the entities "lead, salesliterature, list" not included in CDS.
The Actions not included in the CDS Version are:

  • QualifyLead
  • RemoveFromMarketingList
  • AddToMarketingList
  • IsMemberOfMarketingList
  • CopyToStaticList
  • CopyMarketingListMembers
  • AddMarketingListToCampaign
  • SalesLiteratureToEmail

1.0.53.0

5 years ago

Changes on version 1.0.53.0:

  • Version 9 support.

New features:

  • Get App Module ID
  • Get App Record Url
  • Is Member Of Team
  • Count Child Entity Record
  • Get Multi Select OptionSet
  • Map Multi Select Option Set
  • SetMultiSelectOptionSet.cs

Bugs Fixed:

  • Query Values: Solved Issue returning GUIDs in Lookups
  • Query Values: Solved Issue returning values from OptionSets
  • Clone Record: solved issue when filter attributes is null
  • Set Process Stage: solved issues and upgraded to multiple process support.
  • StringFunctions: fixed an isseu when input text is a field value, and is NULL
  • EntityJsonSerializer: Escaped correctly when the field value has a backslash
  • Delete Record: solved issue when you try to delete record by GUID.

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

1.0.52.0

6 years ago

Changes on version 1.0.52.1:

  • Bug Fixed on EntityAttachmentToEmail with activitymimeattachment does not contains createdon "field"

Changes on version 1.0.52.0: Bugs Fixed: - JsonParser: when non existing key, now returns "" instead of exception - EntityAttachmentToEmail: issues with attachments in Appointments, they created with size 0KB - StringFunctions: exception "Index and length must refer to a location within the string." fixed New features on existing actions: - Added additional parameter to Qualify Lead for Existing Contact (Thanks to jodyfarnden) - Check if the record is already associated with the record before trying to associate again it avoids the exception "Cannot insert duplicate key." (thanks to gabrieljunckes) - EntityAttachmentToEmail: Added option to only select the Most Recent file by distinct file name. (tanks to smfpride) New Action: - Retrieve User's BU Default Team

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

1.0.51.0

6 years ago

Changes on version 1.0.51.1:

  • Bug Fixed: solved issue on JsonParser when you pass a "null" Json Path.

Changes on version 1.0.51.0:

  • New feature: Get Record ID
  • Bug Fixed on JsonParser: solved issues in some scenarios like filtering multiple values or using "$".

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

1.0.50.0

6 years ago

Changes on version 1.0.50.1:

  • Bug fixed on update child records, when the parent field is boolean.

Changes on version 1.0.50.0:

  • New feature: Currency Convert
  • New Feature on "Entity Attachment To Email": new parameter to set if the attachments will be retrieved from related Notes or from ActivityMimeAttachment
  • Bug Fixed on UpdateChildRecords: Solved issue when you tried to update a picklist mapping from the parent entity field .
  • Bug Fixed on UpdateChildRecords: solved an issue when updating Status type fields.
  • Bug Fixed on AssociateEntity: solved issue when you tried to associate the same entity type.

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

1.0.49.0

6 years ago

Changes on version 1.0.49.0:

  • New feature: Translate Text
  • New Feature on UpdateChildRecords: update only active child records

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

1.0.48.0

6 years ago

Changes on version 1.0.48.3: Bug Fixed: - UpdateChildRecords: When you tried to update Picklist fields it doesn't work. Now it's fixed adding the optionset numbers.

Changes on version 1.0.48.2: Bug Fixed: - UpdateChildRecords: When you tried to update Boolean fields it doesn't work. Now it's fixed adding "1" and "0" for true and false values.

Changes on version 1.0.48.1: New Feature: - OrgDBSettings Retrieve

Changes on version 1.0.48.0: New Feature: - OrgDBSettings Update

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

1.0.47.1

6 years ago

Changes on version 1.0.47.1: - Bug fixed: - Bug fixed on Clone entity for entities without state and statuscode

Changes on version 1.0.47.0: New Features: - CalculateAgregateDate - CloneChildren

Update in Clone Record: - The "Fields to ignore" parameter is case insensitive now

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

1.0.46.0

6 years ago

Changes on version 1.0.46.0: New Feature: - Date Functions

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 Record
  13. Set Process
  14. Rollup Functions
  15. Entity Attachment To Email
  16. Pick From Queue
  17. Queue Item Count
  18. Add Role To User
  19. Add Role To Team
  20. Remove Role From User
  21. Remove Role From Team
  22. Set User Settings
  23. String Functions
  24. Delete Record
  25. Entity Json Serializer
  26. Qualify Lead
  27. Add Marketing List To Campaign (Thanks to Mitch Milam)
  28. Copy Marketing List Members (Thanks to Mitch Milam)
  29. Copy To Static List (Thanks to Mitch Milam)
  30. Is Member Of Marketing List (Thanks to Mitch Milam)
  31. Remove From All Marketing Lists (Thanks to Mitch Milam)
  32. Numeric Functions
  33. Email To Team
  34. Set Process Stage (Thanks to Pablo Peralta)
  35. Entity Mobile Deep Link (Thanks to Jerry Weinstock)
  36. Send Email (Thanks to George Doubinski)
  37. Geocode Address
  38. Add User To Team
  39. Remove User From Team
  40. Associate Entity
  41. Goal Recalculate
  42. Get Initiating User
  43. Encrypt Text
  44. Check Associate Entity (Thanks to admgry)
  45. Set State (Thanks to ALLCAM)
  46. Update Child Records (Thanks to lundo)
  47. Disassociate Entity (Thanks to polshgiant)
  48. Insert Option Value
  49. Delete Option Value
  50. Sales Literature To Email
  51. Send Email From Template To Users In Role
  52. Send Email To Users In Role
  53. Calculate Price
  54. Execute Workflow By ID
  55. JSON Parser
  56. Date Functions

1.0.45.0

6 years ago

Changes on version 1.0.45.0: New Feature: - JSON Parser

Feature update Goal Recalculate: - New Input Paramater with Goal Guid (string)

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 Record
  13. Set Process
  14. Rollup Functions
  15. Entity Attachment To Email
  16. Pick From Queue
  17. Queue Item Count
  18. Add Role To User
  19. Add Role To Team
  20. Remove Role From User
  21. Remove Role From Team
  22. Set User Settings
  23. String Functions
  24. Delete Record
  25. Entity Json Serializer
  26. Qualify Lead
  27. Add Marketing List To Campaign (Thanks to Mitch Milam)
  28. Copy Marketing List Members (Thanks to Mitch Milam)
  29. Copy To Static List (Thanks to Mitch Milam)
  30. Is Member Of Marketing List (Thanks to Mitch Milam)
  31. Remove From All Marketing Lists (Thanks to Mitch Milam)
  32. Numeric Functions
  33. Email To Team
  34. Set Process Stage (Thanks to Pablo Peralta)
  35. Entity Mobile Deep Link (Thanks to Jerry Weinstock)
  36. Send Email (Thanks to George Doubinski)
  37. Geocode Address
  38. Add User To Team
  39. Remove User From Team
  40. Associate Entity
  41. Goal Recalculate
  42. Get Initiating User
  43. Encrypt Text
  44. Check Associate Entity (Thanks to admgry)
  45. Set State (Thanks to ALLCAM)
  46. Update Child Records (Thanks to lundo)
  47. Disassociate Entity (Thanks to polshgiant)
  48. Insert Option Value
  49. Delete Option Value
  50. Sales Literature To Email
  51. Send Email From Template To Users In Role
  52. Send Email To Users In Role
  53. Calculate Price
  54. Execute Workflow By ID
  55. JSON Parser