61 Saturday, May 28, 2016 |
Msxrmtools Publisher
Publisher at Msxrmtools

What's New in CRM 2011 Workflows: Dialogs

Visual Approval Workflow in Microsoft Dynamics Marketing

With Microsoft Dynamics Marketing 2015 Update the visual approval workflow provides a flexible, easy to use drag-and drop-area for approvals. Watch this short video to get an idea of how these workflows enable marketers to intuitively mimic internal processes in their Microsoft Dynamics Marketing instance.

Field Level Security in Microsoft Dynamics CRM 2015

Processes/Workflow Ownership Mystery in Microsoft Dynamics CRM

Under what user’s context does the workflow execute? (If the workflow creates a record, who will be the owner of that new record?)

It depends. Automatically triggered workflows (such as a workflow that triggers on account create) will execute in the context of the owner of the workflow. Therefore, if you have a send email step, the email will be by default sent from the e-mail account of the workflow owner. This is important to consider because the workflow owner might belong to a different business unit and have different privileges than the user who triggered the workflow (e.g. who created the account). Let’s say your workflow creates a task each time an account is created. Depending on the privileges of the user, the task might be in another business unit and not visible to the user, therefore you should consider adding an “assign step” that assigns the new task to the owner of the account. Now, if the workflow is executed on-demand, the workflow will then execute in the context of the user who requests the workflow execution. Because dialogs are always on-demand then they always execute in the context of the user who started the dialog.

Why does the process execute under different users depending on how it was started?

This was a design decision based on security considerations. You don’t want to inadvertently be sending emails and executing actions without knowing it because some other user decided it. Therefore, by having this different behavior we can guarantee that the user under which the workflow executes is always aware that a workflow is performing some actions on his behalf. For the automatic workflow case, the owner of the workflow is also the person who activates it and who selects the trigger mechanism and the workflow steps so it is OK if the workflow executes under that user’s context. For the on-demand case, a user is specifically requesting some actions to be performed on his behalf by a workflow so the user is fully aware of the workflow definition and that it will execute; therefore it is safe to execute the workflow under that user’s context instead of the workflow owner (who might not be aware that a user requests an on-demand execution).

Why can’t I activate/deactivate someone else’s workflow, even if I am the system administrator?

For the same security reason as explained above. You want the workflow owner to explicitly acknowledge that a workflow will be activated and will perform some actions on his behalf. You would not want to allow another user (even the system administrator) to decide that some process should be executed on another user’s behalf. If you want to activate/deactivate someone else’s process you must first assign it to yourself.

If I assign an activated process to another user, why does the user have to re-activate it?

Active processes cannot be modified so the system automatically deactivates them before assigning it to the new user. As per Q3 above, only the new owner will be able to re-activate the process.

I am importing a solution that contains processes and it fails with this error message “The workflow cannot be published or unpublished by someone who is not its owner”. What is wrong?

If your solution contains a process that already exists in the organization and is activated then solution import will attempt to update it. In order to do so, it must first deactivate it. However, if the owner of the activated process is not the same as the user who is importing the solution, then deactivating the process will fail (see Q3). Therefore you have a few options to fix this problem:

  1. Import the solution using the user who owns the activated process. This can be tricky, especially if there are multiple processes owned by different users which need to be updated by the solution import.
  1. Verify which processes are included in the solution, and then find them in the organization, if you can find them and they are not owned by you then you must assign them to yourself. You can reassign them to the original user after you import the solution; however, you will have to ask the process owners to activate it themselves.

Automatic Workflows, Security and Scope: CRM4

What are methods in IOrganizationService

  • Use the IOrganizationService.Create method to create an instance (record) of any entity that supports the Create message, including custom entities.
  • Use the IOrganizationService.Retrieve method to retrieve an instance (record) of an entity.
  • Use the IOrganizationService.RetrieveMultiple method to retrieve a collection records. The query can be specified using a query expression or Fetch XML query. If the query includes an aggregate function.
  • Use the IOrganizationService.Update method to update an existing record.
  • Use the IOrganizationService.Delete method to delete an existing record.
  • Use the IOrganizationService.Associate method to create a link between two records that participate in a relationship.
  • Use the IOrganizationService.Disassociate method to delete the link between two records.
  • Use the IOrganizationService.Execute method to execute a message. This includes common processing like create and delete of data records and metadata, or it can be specialized processing such as import or detect duplicates.

Microsoft Dynamics CRM 2013 Application New Features - Security Models

SSRS Reports in CRM 2011 Online

Dynamics CRM 2011 Online now supports custom SSRS reports. There's a bit of setup required, though, including the installation of BIDS (part of SQL 2008) and a (free) add-on for CRM known as the Report Authoring Extension. In this video I go through the setup and show some basic SSRS authoring techniques.

Microsoft Dynamics CRM 2016 Certifications

Microsoft Dynamics CRM 2016 Certification Exams

Hierarchical Security Modelling in Microsoft Dynamics CRM 2015

[Job] - TCS: Dynamics CRM Developer, India


Company: Tata Consultancy Services

Location: Kolkata, India

 

  

Job Title: Dynamics CRM Developer

Job ID: 89812

Experience Required: 3 - 6 Years

Job Role: Developer

Qualification Required: BACHELOR OF COMPUTER APPLICATION, BACHELOR OF COMPUTER SCIENCE, BACHELOR OF ENGINEERING

Skills Required: Enterprise Solutions and Frameworks - Microsoft Dynamics CRM

Job Description: "Candidate should be extremely sound in Dynamics CRM entities , workflows , configurations , customization development , integrations development • Sound in core NET technology and SSRS • Proficient on CRM Functional areas in Sales Force Automation , Marketing automation and Service management functionality "