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\u2019s 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.<\/p>\n
So let\u2019s follow step by step to implement our requirement.<\/p>\n
We need to add below Microsoft CRM 2011 SDK assemblies and .net assemblies<\/p>\n
Microsoft.xrm.sdk<\/strong><\/p>\n Microsoft.xrm.sdk.workflow<\/strong><\/p>\n Microsoft.crm.sdk.proxy<\/strong><\/p>\n System.Runtime.Serialization<\/strong><\/p>\n 9. Double click on \u201cLeadAssignment.cs\u201d and add below using directive to your class.<\/p>\n 10. Modify your class definition like below to inherit<\/p>\n 11. Declare output variable of string type and declare it\u2019s property like below<\/p>\n 12. Now add below execute method to our class<\/p>\n In next post I will show how we can\u00a0assign lead to Alan.<\/p>\n 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\u2019s 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… Read more »<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5,6,8,19],"tags":[240,55,239],"_links":{"self":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/780"}],"collection":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=780"}],"version-history":[{"count":7,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/780\/revisions"}],"predecessor-version":[{"id":3064,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=\/wp\/v2\/posts\/780\/revisions\/3064"}],"wp:attachment":[{"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=780"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=780"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/himbap.com\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\r\n\r\nusing Microsoft.Xrm.Sdk.Query;\r\nusing System.Activities;\r\nusing Microsoft.Xrm.Sdk.Workflow;\r\nusing Microsoft.Xrm.Sdk;\r\nusing Microsoft.Crm.Sdk.Messages;\r\n<\/pre>\n
\r\npublic class LeadAssignment:CodeActivity\r\n<\/pre>\n
\r\n[Output("DayofWeek")]\r\n\r\npublic OutArgument<String>DayofWeek { get; set; }\r\n\r\n\/\/output variables are used to provide response to user when user will select this attribute from form assistant\r\n<\/pre>\n\r\nprotected override void Execute(CodeActivityContext Execution)\r\n\r\n{\r\n\r\nstring Day = string.Empty;\r\n\r\nDateTime _Date = DateTime.MinValue;\r\n\r\n\/\/get context\r\n\r\nIWorkflowContext context = Execution.GetExtension<IWorkflowContext>();\r\n\r\n\/\/create iorganization service object\r\n\r\nIOrganizationServiceFactory serviceFactory =\r\n\r\nExecution.GetExtension<IOrganizationServiceFactory>();\r\n\r\nIOrganizationService service =\r\n\r\nserviceFactory.CreateOrganizationService(context.InitiatingUserId);\r\n\r\n\/\/get created date of the lead\r\n\r\nEntity _lead = (Entity)service.\r\n\r\nRetrieve("lead", context.PrimaryEntityId, new ColumnSet(\r\n\r\nnew string[] { "createdon" }));\r\n\r\nif (_lead.Contains("createdon"))\r\n\r\n{\r\n\r\n\/\/get day of the week based on created on date\r\n\r\nDay = ((DateTime)_lead.Attributes["createdon"]).DayOfWeek.ToString();\r\n\r\n}\r\n\r\n\/\/set value to output variable\r\n\r\nDayofWeek.Set(Execution, Day);\r\n\r\n}\r\n<\/pre>\nStep By Step Creating Custom Workflow in Microsoft CRM – Part2<\/a><\/h2>\n","protected":false},"excerpt":{"rendered":"