Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
We have seen a new category under Processes called Real Time Workflows as one of the Top 10 New features of CRM 2013. In addition to this, we have another exciting feature for developers called Actions, which is also under Processes.
Actions are messages that can be defined for an entity. Out-of-the-box CRM provides a set of pre-defined messages for each entity (like create, update, delete and others), but there can be cases when you want a custom action. For example: approve, reject, delegate or any other action that fits your business needs. Through actions, we can create our own messages for any entity type. Below are the steps to create a sample action.
Here is an example of creating an action when an account record is delegated.
1. Go to Settings > Processes > Click New
2. A screen similar to the workflows/dialogs screen will be displayed with slightly different options.
Enable Rollback: There may be cases when you have a code which runs out of the scope for CRM and you may not be able to roll back the action. The option of rolling back can be disabled for each action.
Direction: You can set either the Argument as an input or Output Argument to an action, by using direction.
Type: Below are the available types of arguments.
3. Once the Arguments are set, the Steps available to add the logic is similar to the workflows.
When the logic is defined for the action, you just need to activate it. Now this action is available for the developers and they can easily call this action from a custom code whenever it is required.
In addition to the messages for a specific entity, CRM 2013 provides an option to create a Global Action. This can be created by selecting the entity name as None (global), as shown below while creating the action in step 1.
This is useful when you have any common actions that need to be performed for multiple entities or globally across the application.
Now you know how to create actions in Dynamics CRM 2013, which are a powerful and easily manageable feature.