Step By Step Creating Custom Workflow in Microsoft CRM Part 1

If you are a fresher in Microsoft CRM development and want to learn how to write custom workflow for Microsoft CRM 2011/2013/2015, then this post is for you. Let’s consider one scenario Company Xrm used to get many leads on weekend, but none of their existing sales executive wants to work on weekend, so they have recently recruited one part time sales person Alan who will be working on weekends. So we have a requirement to assign all the leads created during weekends to Alan and we also need to display Created Day in lead records. So keeping this scenario in mind, we have two requirement.

  1. Find out name of the day when lead is created and set it for Created Day.
  2. Assign all the leads created during weekend to Alan.

So let’s follow step by step to implement our requirement.

  1. Modify lead entity and add a new field let’s say “Created Day” of type Text and publish your changes.
  2. Once we have customized lead entity let’s create custom workflow assembly to find name of the day when lead is created.
  3. Start Visual Studio and select New Project->Workflow->Activity Library
  4. Delete “Activity1.xaml” file.
  5. Right Click on project and select Add New->add a class and name it “LeadAssignment.cs”
  6. Right Click on project -> select properties and make sure Target Framework is “.Net Framework 4” under Application tab.
  7. Sign your assembly.
  8. Right Click on project and select Add Reference to add required assemblies to our project.

We need to add below Microsoft CRM 2011 SDK assemblies and .net assemblies

Microsoft.xrm.sdk

Microsoft.xrm.sdk.workflow

Microsoft.crm.sdk.proxy

System.Runtime.Serialization

9. Double click on “LeadAssignment.cs” and add below using directive to your class.


using Microsoft.Xrm.Sdk.Query;
using System.Activities;
using Microsoft.Xrm.Sdk.Workflow;
using Microsoft.Xrm.Sdk;
using Microsoft.Crm.Sdk.Messages;

10. Modify your class definition like below to inherit

public class LeadAssignment:CodeActivity

11. Declare output variable of string type and declare it’s property like below

[Output("DayofWeek")]

public OutArgument<String>DayofWeek { get; set; }

//output variables are used to provide response to user when user will select this attribute from form assistant

12. Now add below execute method to our class

protected override void Execute(CodeActivityContext Execution)

{

string Day = string.Empty;

DateTime _Date = DateTime.MinValue;

//get context

IWorkflowContext context = Execution.GetExtension<IWorkflowContext>();

//create iorganization service object

IOrganizationServiceFactory serviceFactory =

Execution.GetExtension<IOrganizationServiceFactory>();

IOrganizationService service =

serviceFactory.CreateOrganizationService(context.InitiatingUserId);

//get created date of the lead

Entity _lead = (Entity)service.

Retrieve("lead", context.PrimaryEntityId, new ColumnSet(

new string[] { "createdon" }));

if (_lead.Contains("createdon"))

{

//get day of the week based on created on date

Day = ((DateTime)_lead.Attributes["createdon"]).DayOfWeek.ToString();

}

//set value to output variable

DayofWeek.Set(Execution, Day);

}

In next post I will show how we can assign lead to Alan.

Step By Step Creating Custom Workflow in Microsoft CRM – Part2

5 thoughts on “Step By Step Creating Custom Workflow in Microsoft CRM Part 1

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  2. Carrie Davis

    Can anyone tell me what is meant in step 11? I am new to c# so struggling to understand what is required.

    Reply
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