Microsoft Dynamics CRM Actions Process

Action as per name action process is used to extend Microsoft Dynamics CRM functionality. It contains business rule which is hooked to system events. Actions can be global and local to solution and targeted to an entity. Saved actions can be used by Dynamics CRM developer in code or client side JavaScript. It also can be saved in form of template to create new actions.

There is different type of process so it must be clear when to use action process than other processes. Actions process is mainly used when certain steps need to follow based on conditions. When requirement is to perform multi steps execution in different sections of Dynamics CRM on single trigger event. For example escalate a case when no action perform till many days. It contains update status, send email to admin, and assign case to queue and all you want should run on a click. Action process is best options to perform it.

Action process is mainly used to perform multiple server side operation by sending one request to CRM SDK. Followings are the benefit of using actions:

  1. Actions are called under security context of CRM user.
  2. It can be invoked by C# code lib or JavaScript.
  3. Action supports input and output parameters.

To create action, go to Settings >> Process >> New Process.

In category section select Action in dropdown and use “New blank process” or “New process from an existing template”, also select targeted entity and followed by Ok button. Post creation of action process, need to specify business rule and nature of process in next screen.

Enable rollback checkbox to specify destine this action can be part of database transactions or not. If there will be an error transaction will be roll backed.

Action can be categories in request and response classes which can be generated using CRMSvcUtil.exe available in CRM SDK.


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