Category: Tools

Blog, Tools, Ultimate Workflow Toolkit

UWT: Cloning record with related records with no code

After I wrote previous post regarding copying of N-N related records I got reasonable question – why have I used Action in this scenario if it is possible to implement it without it using just “Distribute Workflow” step and On-Demand workflow. I agreed that this is possible. So here is other scenario that can’t be …

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.5.0.0

New release of Ultimate Workflow Toolkit is available. On one hand this release contains a lot of new cool features. On the other this release is not directly compatible with earlier versions. I will provide guide that will describe how to install this version if you have earlier versions installed already. Here is what I’ve …

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.3.0.0

I released new version of Ultimate Workflow Toolkit. Here is the list of new operations available: System: Recalculate one Rollup field for record Recalculate all Rollup fields for record Actualize Exchange Rates (based on my post – http://butenko.pro/2014/10/08/microsoft-crm-2013-currency-exchange-rates-actualization/) Cancel all waiting workflow instances of this workflow (based on my post – http://a33ik.blogspot.com/2015/07/howto-avoid-simultaneous-execution-of-2.html?m=1) Bulk Operations: Execute On-Demand worfklow …

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.2.0.0

I released new version of Ultimate Workflow Toolkit. Here is the list of new operations available: Email: Save Email Attachments to Record’s Notes Attache Record’s Notes (only documents) to Email and Send it Create Email from Template Send Email to Plain Email Address Send Email to Team’s Members Send Email Composed Previously

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.0.0.0

Since time I started to work with Dynamics CRM (back to 2008 and v4.0) I was wondering why many operations that are available from UI not available in OOB Workflows. In latest release (v8.2 or Dynamics 365) Microsoft added couple of operations: I did a quick look on the list and tried to use it. …

Tools

Microsoft CRM 2015 and OData queries builders

Since the OData endpoint was released with CRM 2011, I’ve used CRM OData Query Designer developed by my fellow MVP Rhett Clinton. Today, I was working on a brand new online instance of CRM 2015 and  I trying to import a lovely tool into CRM when I got a message that solutions developed for CRM …