It’s been a while since I’ve updated TCS Tools the last time – there are a few reasons for that, of course. First of all, the most popular component in that solution has always been “attribute setter” which essentially allowed to do advanced operations in the workflows using FetchXml: Using FetchXml to query and update… Read More »
An updated version of TCS Tools is available – it fixes an issue with simple type(number, text, etc) fields not being updated in some situations, and, also, adds the ability to run an on-demand workflow on all the entities returned from fetch Xml: For example, the configuration record above will instruct TCS Tools to… Read More »
Imagine your were a workflow, and you were configured to start on the update of a few different attributes. Well, maybe you were a workflow which were supposed to start on the update of email and phone# fields on the account entity. You would be a great workflow, and you could do lots of things.… Read More »
CRMContext is a special object that is available to you in the code expressions, and that provides some core properties / methods you can use to work with Dynamics. Here is an example of a code expression that’s using CRMContext: CRMContext.Target[“name”] = “First Account”; This expression is going to set “name” parameter of the target record… Read More »
Here is what you should know about the expressions syntax to start working with them. Solution entities: TCS Expression – use it to create and register code expressions TCS Number Sequence – works in combination with the Sequence function. Normally, there is no need to work with this entity directly. However, you can manually update “Next… Read More »
A few years ago, I developed some code for Dynamics, and, then, just put it aside since I was not able to really figure out what to do with it. However, while I was putting together TCS Tools solution in the last few weeks, it occurred to me that I could probably include that code,… Read More »
SetActiveProcess custom workflow activity which comes with TCS Tools allows you to switch active process for a record to a process of your choice. There were some changes in how business processes work in the Fall 2016 release of Dynamics 365, so you might want to read this article first: Concurrent Business Processes in Dynamics 365 In… Read More »
TCS Tools is a set of components for Dynamics 365 – it’s a work in progress solution, you can find the summary of those components below. Feel free to download it and deploy in your Dynamics instance. Don’t forget to keep me posted on how it works out for you. In order to deploy the solution, follow… Read More »
If you read my previous post, you know how you can use TCSTools Lookup Setter custom worfklow activity to find a lookup value using a fetchxml query: http://www.itaintboring.com/dynamics-crm/dynamics-crm-use-a-workflow-to-set-a-lookup/ Let’s imagine a different scenario. What if you had an account and related contacts, and what if you wanted to push a field value you just entered on your account… Read More »
It happens sometimes that we have a Parent and Child entities in Dynamics, and we need to link a child record to a parent record. Which seems to be a simple task unless, of course, we need to do it automatically. That’s exactly when we’ll know that we have an unexpected problem – if we wanted… Read More »