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Archive for Tag: actions

Custom Action Quick Tips
Tips and Tricks

Custom Action Quick Tips

As we already know, Actions are very powerful components that can be leveraged within Dynamics 365. Today's blog will give you quick tips on how Actions can be utilized. Let's jump right in… Actions can be used to avoid custom coding (plugins or custom workflows). Accessing data that is specific to a lookup (relationship) on […]

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So Many Shortcuts: Reducing Clicks in Microsoft Dynamics CRM 2015
Tips and Tricks

So Many Shortcuts: Reducing Clicks in Microsoft Dynamics CRM 2015

Wouldn't it be nice if we could all have more time in the day? With the fast-paced nature of our lives, sometimes it comes down to saving time on little things that really add up and make a difference in the course of a day. For example, think of the number of times you click […]

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Tips and Tricks

Setting Output Parameters in Plugins for Custom Actions

Actions in CRM can reduce manual workloads and give developers a trigger point to lead into custom development. These can be called from Workflows, JavaScript, plugins, and custom Workflows. We can pass the Input parameters to the custom Action and the results can be set as Output parameters. Actions can be called from buttons in […]

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Four Important Concepts Helpful in Understanding Actions in Dynamics CRM
Customizing

Four Important Concepts Helpful in Understanding Actions in Dynamics CRM

If you have ever wondered what concepts are needed to understand Actions in Dynamics CRM, then this your blog! By definition, Dynamics CRM Actions unify and open a broader channel for automation between CRM platform messages and CRM processes like workflow. It allows more streamlined process flow between programmatic logic (code) and point-and-click processes built […]

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Actions in Dynamics CRM 2013
CRM 101

Actions in Dynamics CRM 2013

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 […]

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