610. Araxis Merge File Comparison Report

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610.1 Files compared

#	Location	File	Last Modified
1	C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\CS\Process\CustomWorkflowActivities	Readme.docx	Tue Dec 20 19:51:45 2016 UTC
2			Wed Feb 1 19:56:52 2017 UTC

610.2 Comparison summary

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610.3 Comparison options

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610.5 Comparison detail

1		Microsoft Dynamics C RM SDK
2		Custom Wor kflow Acti vities Rea dme
3		This folde r contains sample co des that d emonstrate how to wr ite a cust om workflo w activity and how t o use it w ithin a wo rkflow.
4		Important Notes
5		The sample files are not inten ded to be used in a production environme nt without prior tes ting. You should dep loy this s ample to a test envi ronment an d examine it for int eraction o r interfer ence with other part s of the s ystem.
6		Before you deploy th is sample to a produ ction envi ronment, m ake sure t hat you co nsider the existing customizat ions you m ay have im plemented in Microso ft Dynamic s CRM 2015 .
7		Sample Ove rview
8		Custom Wor kflow Acti vities inc luded:
9		Auto-Route Lead
10		This sampl e auto-rou tes a lead based on Customer S ervice Rep resentativ e (CSR) lo ad. Before being abl e to use t his workfl ow activit y, you nee d to confi rm the exi stence of the follow ing in you r CRM envi ronment
11		a custom b oolean fie ld named n ew_autorou te exists on the Lea d entity
12		the field has been a dded to a Lead form
13		the native role name d Customer Service R epresentat ive exists
14		The manage d solution for this sample inc ludes thes e customiz ations; if you do no t use the managed so lution, yo u will hav e to creat e these cu stomizatio ns before running th is custom activity w orkflow.
15		Add Activi ty
16		This sampl e adds two summands and return s the resu lt.
17		Custom Act ivity
18		This sampl e creates a task act ivity.
19		Date Check er
20		This sampl e checks E st. Close date on an opportuni ty and sen ds an emai l to the a dministrat or if the date is gr eater than 10 days f rom now.
21		Distance C alculator
22		This sampl e calculat es the dis tance betw een two zi p codes.
23		PostUrl
24		This sampl e posts da ta to a UR L. Before being able to use th is workflo w activity , you need to deploy an ASPX p age in IIS . The step s to do th is are:
25		Create a f older on t he CRM ser ver at "c: \posturl".
26		Add the fi le 'receiv eposturl.a spx' to th is folder.
27		Open IIS o n the CRM server.
28		Under Site s, add a n ew website with a bi nding to p ort 9999 a nd a physi cal path o f "c:\post url".
29		Create a f older on t he CRM ser ver at "c: \temp" if it does no t exist.
30		Create a n ew text fi le named ' SdkSample. log' in th e "c:\temp " folder.
31		Set securi ty permiss ions to "c :\temp" an d 'SdkSamp le.log' to grant wri te permiss ion to the account t hat is run ning the A pplication Pool for the new we bsite.
32		Test the c ustom work flow activ ity and en sure that the log fi le is upda ted.
33		Installati on Instruc tions
34		To install this samp le to Micr osoft Dyna mics CRM, simply imp ort the ma naged solu tion provi ded. Plea se note th at the exa mple workf low will n eed to be activated.
35		Alternativ ely, it is possible to reprodu ce the sol ution manu ally – det ails follo w.
36		How to reg ister your assembly
37		Open solut ion Custom WorkflowAc tivities.s ln in Visu al Studio.
38		Right clic k on the p roject you want to c ompile, an d select B uild. You will creat e a DLL fi le in \bin \debug.
39		To work wi th the Dis tance Calc ulator sam ple, you n eed to cre ate your o wn Bing De veloper ac count from http://ww w.bingmaps portal.com /. Get the Bing Maps Key and s et it in D istanceCal culator.cs line 84.
40		Launch the Plugin Re gistration tool. Th is tool is included in the Mic rosoft Dyn amics CRM SDK in the sdk\tools \pluginreg istration folder.
41		In the Plu gin Regist ration too l’s “Conne ction” dia log, enter your Micr osoft Dyna mics CRM s erver info rmation an d click th e Connect button. N ext select an organi zation and click the Connect b utton agai n or just double cli ck an orga nization i n the list .
42		From the R egister me nu, select Register New Assemb ly (Figure 1).
43
44		Figure 1
45		From the R egister Ne w Plugin d ialog, sel ect the DL L file you created, and click Register S elected Pl ugins (Fig ure 2). I f you are deploying to CRM Onl ine, be su re to sele ct “Sandbo x” for the isolation mode.
46
47		Figure 2
48
49		Once you h ave your a ssembly re gistered, you can se t some fie lds to hel p you reco gnize your custom wo rkflow act ivities in CRM (Figu re 3).
50
51		Figure 3
52		How to use workflow activities within a workflow
53		Open CRM, go to Sett ings \| Pro cesses and click on the New bu tton.
54		Set the Pr ocess Name , the Enti ty you wan t to targe t and Cate gory of Wo rkflow (Fi gure 4).
55
56		Figure 4
57		From Add S tep, selec t your act ivity work flow. You r custom w orkflow ac tivity sho uld be ins ide the Sa mple Activ ities grou p (Figure 5).
58
59		Figure 5
60		If your ac tivity wor kflow has input para meters, yo u can set those by c licking on the Set P roperties button (Fi gure 6).
61
62		Figure 6
63		If your ac tivity wor kflow has output par ameters, y ou can use those in later step s (Figure 7).
64
65		Figure 7
66		Copyright
67		This docum ent is pro vided "as- is". Infor mation and views exp ressed in this docum ent, inclu ding URL a nd other I nternet We b site ref erences, m ay change without no tice. You bear the r isk of usi ng it.
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69		Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No re al associa tion or co nnection i s intended or should be inferr ed.
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71		This docum ent does n ot provide you with any legal rights to any intell ectual pro perty in a ny Microso ft product . You may copy and u se this do cument for your inte rnal, refe rence purp oses.
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73		© 2014 Mic rosoft Cor poration. All rights reserved.
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