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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\Azure\AzureAwareWorkflowActivity | Activity_Readme.docx | Tue Dec 20 19:51:42 2016 UTC |
| 2 | Wed Feb 1 19:56:18 2017 UTC |
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| 1 | Microsoft Dynamics C RM SDK | |||||
| 2 | ServiceBus Custom Wo rkflow Act ivity Read me | |||||
| 3 | This folde r contains sample co de demonst rating how to write a Microsof t Dynamics CRM 2015 Workflow w hich posts its conte xt to the Windows Az ure Servic e Bus. | |||||
| 4 | Instructio ns | |||||
| 5 | Service Bu s Custom W orkflow Ac tivity Pro ject | |||||
| 6 | Prerequisi te: Comple te the RES T Listener or Two-Wa y Listener samples a s one of t hese will be needed to verify this custo m workflow is workin g. | |||||
| 7 | How to Ins tall, Buil d, and Run the Sampl e | |||||
| 8 | In Windows Explorer, launch Mi crosoft Vi sual Studi o 2012 or 2013. | |||||
| 9 | Open the W indowsAzur e solution . | |||||
| 10 | Compile th e library by pressin g Ctrl+ Sh ift + b | |||||
| 11 | Configurin g Microsof t Dynamics CRM to po st to Wind ows Azure Service Bu s on creat ion of an account | |||||
| 12 | Using the PluginRegi stration T ool in the Microsoft Dynamics CRM SDK, c onnect to the Micros oft Dynami cs CRM org anization which will post to t he Windows Azure Ser vice Bus e ndpoint. | |||||
| 13 | Press the ‘Register’ button. | |||||
| 14 | Select ‘Re gister New Plugin’ | |||||
| 15 | In the ‘St ep #1: Spe cify the L ocation of the Assem bly to Ana lyze’ fiel d enter th e location of the Az ureAwareWo rkflowActi vity assem bly built in the pre vious sect ion. | |||||
| 16 | Press the ‘Load Asse mbly’ butt on | |||||
| 17 | Expand the ‘(Assembl y) AzureAw areWorkflo wActivity’ in the St ep #2 sect ion and en sure there is a Micr osoft.Crm. Sdk.Sample s.AzureAwa reWorkflow Activity n ode which is checked . | |||||
| 18 | Ensure in the ‘Step #3: Specif y the Isol ation Mode ’ None is selected, and in ‘St ep #4: Spe cify the L ocation wh ere the As sembly sho uld be sto red’ Datab ase is sel ected. | |||||
| 19 | Press ‘Reg ister Sele cted Plugi ns’ | |||||
| 20 | The follow ing dialog box shoul d appear: | |||||
| 21 | Use Intern et Explore r to navig ate to the Microsoft Dynamics CRM 2015 e nvironment to have t he plugin run. | |||||
| 22 | Click the Settings a rea. | |||||
| 23 | Under the ‘Process C enter’ nod e click Pr ocesses. | |||||
| 24 | Press the ‘New’ butt on. | |||||
| 25 | For Proces s name ent er testing AzureWorkf low | |||||
| 26 | Ensure Ent ity is set to Accoun t and Cate gory is se t to Workf low. | |||||
| 27 | Press the ‘OK’ butto n which sh ould bring up a new window edi ting the p rocess. | |||||
| 28 | Ensure ‘St art when: Record is created’ i s checked | |||||
| 29 | Click the ‘Add Step’ button. | |||||
| 30 | Hover over the AppFa bricWorkfl owActivity .PostConte xtActivity menu item entry whi ch should pop up a s ub menu. | |||||
| 31 | Click the guid liste d in the s ub menu to add it as a step. The guid i n this ste p correspo nds to the friendly name and n ame fields from when the assem bly was re gistered i n the Plug in Registr ation Tool . | |||||
| 32 | In the ‘Ty pe a step descriptio n here.’ f ield chang e the text to ‘onCre ateOfAccou nt’ | |||||
| 33 | Click ‘Set Propertie s’ | |||||
| 34 | For the pr operty nam ed ‘Input id’ in the value col umn click the magnif ying glass icon to s elect a co nfiguratio n to use. Select th e servicee ndpoint co rrespondin g to the R EST listen er or Two Way Listen er. | |||||
| 35 | Press the ‘Save and Close’ but ton to clo se the ‘Se t Custom S tep Input Properties – Webpage Dialog’ | |||||
| 36 | Press the Activate b utton to a ctivate th e workflow . | |||||
| 37 | On the con firmation dialog pre ss ‘OK’ | |||||
| 38 | Press the ‘Save and Close’ but ton to clo se the new process w orkflow. | |||||
| 39 | Run the tw o way list ener or RE ST listene r project to listen for messag es posted to azure. | |||||
| 40 | Create a n ew account to cause the regist ered workf low to pos t a messag e to azure . | |||||
| 41 | The detail s of the c reated acc ount shoul d display in the con sole windo w as shown in the ne xt section . | |||||
| 42 | ||||||
| 43 | Expected R esults | |||||
| 44 | ||||||
| 45 | You should see: | |||||
| 46 | Troublesho oting | |||||
| 47 | Build erro r(s) | |||||
| 48 | Ensure the proper re ferences a re added a nd the pro ject is ta rgeting th e .NET Fra mework 4.5 .2 and not the .NET Framework 4.5.2 Clie nt Profile . | |||||
| 49 | Run-time e rrors | |||||
| 50 | If when ru nning the project it hangs whi le the hos t is openi ng check i f Fiddler or some ot her proxy is prevent ing the sa mple from working. | |||||
| 51 | If everyth ing seems to run fin e but upon creating a new emai l nothing shows up, open Micro soft Dynam ics CRM, n avigate to Settings, System Jo bs, and lo ok for a j ob regardi ng the cre ated email with ‘Wai ting’ for Status Rea son. Doub le click t hat job an d view det ails to ge t troubles hooting in formation. | |||||
| 52 | If you are experienc ing errors when runn ing the sa mples, che ck the fol lowing. | |||||
| 53 | You have f ollowed al l instruct ions in th is documen t correctl y. | |||||
| 54 | The server , organiza tion, and logon cred entials yo u entered are correc t. | |||||
| 55 | Your accou nt on the CRM server has the r equired pr ivileges t o perform the sample ’s intende d operatio n. | |||||
| 56 | Important Notes | |||||
| 57 | The sample files sho uld not be used in a productio n environm ent withou t prior te sting. You should de ploy an ap plication that uses this sampl e code to a test env ironment a nd examine it for in teraction or interfe rence with other par ts of the system. | |||||
| 58 | Before you deploy ap plications that use this sampl e code to a producti on environ ment, make sure that you consi der the ex isting cus tomization s that you may have implemente d in Micro soft Dynam ics CRM. | |||||
| 59 | ||||||
| 60 | Copyright | |||||
| 61 | Microsoft may have p atents, pa tent appli cations, t rademarks, copyright s, or othe r intellec tual prope rty rights covering subject ma tter in th is documen t. Except as expres sly provid ed in any written li cense agre ement from Microsoft , the furn ishing of this docum ent does n ot give yo u any lice nse to the se patents , trademar ks, copyri ghts, or o ther intel lectual pr operty. | |||||
| 62 | ||||||
| 63 | © 2014 Mic rosoft Cor poration. All rights reserved. | |||||
| 64 | ||||||
| 65 | Microsoft, Microsoft Dynamics, Active Di rectory, O utlook, Vi sual Studi o, Windows , Windows Server, an d Windows Vista are trademarks of the Mi crosoft gr oup of com panies. | |||||
| 66 | ||||||
| 67 | All other trademarks are prope rty of the ir respect ive owners . |
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