Custom workflow activities (workflow assemblies)

Applies to Dynamics 365 for Customer Engagement apps version 9.x

You can extend the options available within the workflow designer used in Dynamics 365 for Customer Engagement. These extensions are made available within the designer by creating and registering an assembly that contains a class that extends the CodeActivity class. These extensions are commonly called workflow assemblies or workflow activities. You can use these custom extensions within the designer used for workflows, custom actions, and dialogs.

The capability to use these custom extensions with Dynamics 365 for Customer Engagement (online) is provided by the Common Data Service. For information about creating, deploying, and debugging these extensions see the Common Data Service documentation: Common Data Service > Workflow extensions.

The following section includes information specifically for on-premises deployments of Dynamics 365 for Customer Engagement.

On-premises options

On-premises developers should be aware of additional capabilities available when debugging or registering custom workflow activities and assemblies.

Registration of custom workflow activity assemblies

Dynamics 365 for Customer Engagement apps (on-premises) support execution of custom workflow activities in partial or full trust. Dynamics 365 for Customer Engagement (online) only supports sandbox (partial trust) execution of custom workflow activities.

When registering a custom workflow activity assembly, you do not register a step as is done for plug-ins. For more detailed registration information, see Register a plug-in to be deployed on-premise

Debugging custom workflow activities

To debug a custom workflow activity, copy the .pdb file for the assembly to the %installdir%\server\bin\assembly folder. The assembly can be deployed as on-disk or stored in the database. The recommended deployment is in the database, but for debugging you should select on-disk. Next, attach the debugger to the CrmAsyncService.exe process. Make sure that you remove the .pdb file when you’ve finished debugging because it uses memory to have it loaded.

For more detailed debugging information, see Debug a plug-In.

Workflow extensions

Write Workflows to Automate Business Processes

Write Plug-Ins for Dynamics 365 for Customer Engagement apps