Dynamics 365: Generic Assembly

Dynamics 365 extended their capability with help of workflows and actions.

Even we can create UI workflows in Dynamics 365 easily. But still we need custom workflows, plugins and action to meet user requirements.

To create any custom workflows, plugin we need knowledge to .net and any supported language like VB or C#.

To meet this requirement, we are trying to create a generic assembly which can be used by any organization without any cost and development.

You just need to download this solution and install in your organization and start using it.

Download

Currently, this assembly contains below features. In future we are going to enhance their feature count in upcoming new versions.

You can also share your feedback and generic feature to added in comment section.

Features: -

CheckUserInTeam: -

This feature is created as custom workflow. If you want to check specific user present in specified team or not this workflow can be used.

Working: - This workflow contains Two Input parameters named User(System user lookup) and Team(Team lookup)  and One output parameter named IsAvaliable (Boolean).

You need to provide value in User and Team lookup and this workflow will check is user present in given team or not and return result in true or false in IsAvaliable output parameter.

SendEmailToQueueMember:  -

This feature is created as custom workflow. Currently in Dynamics 365 do not have any out-of-box option to send email to queue members.

 So, if you want to send email to all Queue member this workflow can be used.

Working: - This workflow contains Two Input parameters named Queue (Queue lookup) and Email (Email lookup).

You need to provide value in Email and Queue lookup. You can use OOB workflow to create email and then use this custom workflow to send email to all queue member. In this custom workflow we are retrieving all queue members and adding to email “TO” list then custom workflow will send this email via code.

Make sure all queue members have valid email Id. And email have valid value in email “From” attribute.

GetUserTeam: -

This feature is combination of System Action and Plugin. Currently in Dynamics 365 we can retrieve current user roles using Javascript.

Xrm.Page.context.getUserRoles()

But we do not have any option to get all teams of specified user.

 So, if you want to get all Teams to specific or current user you can use this feature.

Working: - This workflow contains One Input parameter named User (System user lookup) and One Output parameter named UserTeam (Team EntityCollection)

As we know entity collection parameter is not allowed System or Custom workflow But Dynamics 365 allow use “EntityCollection” in Action process.

So, We have created one Action that will take user as input parameter and return Team as entitycollection.

This action will call our plugin code that will retrieve Team for given user.

Limitation: - You can’t call this action from System workflow because it contains entityCollection argument which is still not supported by workflow. May be in future release Microsoft allow entitycollection in workflow also.

So, You need to call this Action from Javascript Code.

In given Solution you will find a webresource named “sav_/scripts/jswr.js” that have function “GetTeam” Which you can use to call this action. In result “Team Name” and “TeamId” is displaying in browser console. You can add your required code there.

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