In Microsoft CRM 2011, the workflow is called the process, and it supports Windows Workflow Foundation. A process is a way to implement business logic using the OOB process designer tool. In Microsoft CRM 2011, we have two categories:
Microsoft CRM 2011 has introduced a new interactive process called Dialogs, where we can take input from users and provide results based on the input value. Dialogs works in a synchronous manner. We have the following two options to run dialogs:
Input arguments are used to pass information from a parent dialog to a child dialog. You can only use input arguments with child dialogs. Thus, we can't add input arguments in a dialog that is configured to run as on-demand.
Variables are used to hold temporary value during dialog lifetime.
Like workflows, dialogs also contain steps that we can use to design the dialog process. Refer to the following screenshot:
We have the following steps available in the Dialog Designer as shown in the preceding screenshot:
Let's create a dialog to get salary information from the candidate. Use the following instructions to create this dialog:
Get Information From User
.Page to Get user Information
in the Page Label field.Get Current CTC
in the Prompt and Response label and click on Set Properties.May I know your Current CTC
and add values for Salutation and First Name from Candidate entity using Dynamic Values section under Form Assistant.Single Line
for Response Type.Float
for Data Type.The following screenshot is of a Prompt and Response dialog:
We need to create a prompt for our dialog variable, so we create the Prompt and Response dialog using the following steps:
Get Expected CTC
What is your Expected CTC
Single Line
Float
Relocation Required
Do you need Relocation
Notice Period
What is your notice period
Single Line
Text
After setting all variables for Prompt and Response, our stage should look like the following screenshot:
Now that we have collected all variable information, let's create steps to update the candidate entity record. Use the following steps to create an updated candidate record:
Update Candidate record with variable values
in Stage label field.After setting variable response text for the fields, the Current Salary Information section should look like the following screenshot:
Contacted
.Now that our dialog is ready, we need to activate it; click on Activate on the dialog toolbar.
Workflows enable you to automate the business process. We can run workflows for multiple entities or a specific entity. OOB Workflow Designer provides us with the functionality to apply different checks before executing any sequence. We can initiate a workflow using different options; it could be an on-demand workflow that we can start manually or we can set a workflow to run automatically based on a specific action. We can also use the workflow as a child workflow of another workflow.
Execution of workflows is dependent on an asynchronous service; this service is used by Microsoft CRM to execute long-running operations. So, we need to make sure this service is up and running if we are going to implement workflows.
To start a workflow, we can make any one of the following selections:
We can configure workflows to start when:
3.141.47.25