Supported types, triggers, entities, and actions for processes

Article
02/16/2022
3 minutes to read

This topic provides information about the supported types and entities for processes in Dynamics 365 Customer Engagement (on-premises), supported triggers for workflows, entities that are supported for the CreateEntity activity, and supported actions for workflows.

Supported triggers for workflows

The following actions can be used to trigger a workflow automatically.

Request	Message	Trigger
AssignRequest	Assign	Record is assigned.
BookRequest	Book	Record is created.
CancelContractRequest CancelSalesOrderRequest	Cancel	Record status changes.
CloneContractRequest	Clone	Record is created.
CloseIncidentRequest CloseQuoteRequest	Close	Record status changes.
CompoundCreateRequest	CompoundCreate	Record is created.
CompoundUpdateRequest	CompoundUpdate	Record is updated.
ConvertKitToProductRequest	ConvertKitToProduct	Record is updated.
ConvertQuoteToSalesOrderRequest	ConvertProductToKit	Record is updated.
ConvertQuoteToSalesOrderRequest	ConvertQuoteToSalesOrder	Record is created.
ConvertSalesOrderToInvoiceRequest	ConvertSalesOrderToInvoice	Record is created.
CopyCampaignRequest CopyMembersListRequest	Copy	Record is created.
CreateRequest	Create	Record is created.
DeleteRequest	Delete	Record is deleted.
DeliverIncomingEmailRequest	DeliverIncoming	Record is created.
DeliverPromoteEmailRequest	DeliverPromote	Record is created.
FulfillSalesOrderRequest	Fulfill	Record status changes.
GenerateInvoiceFromOpportunityRequest	GenerateInvoiceFromOpportunity	Record is created.
GenerateQuoteFromOpportunityRequest	GenerateQuoteFromOpportunity	Record is created.
GenerateSalesOrderFromOpportunityRequest	GenerateSalesOrderFromOpportunity	Record is created.
GetInvoiceProductsFromOpportunityRequest	GetInvoiceProductsFromOpportunity	Record is created.
GetQuoteProductsFromOpportunityRequest	GetQuoteProductsFromOpportunity	Record is created.
GetSalesOrderProductsFromOpportunityRequest	GetSalesOrderProductsFromOpportunity	Record is created.
LockInvoicePricingRequest	LockInvoicePricing	Record is updated.
LockSalesOrderPricingRequest	LockSalesOrderPricing	Record is updated.
LoseOpportunityRequest	Lose	Record status changes.
MakeAvailableToOrganizationReportRequest MakeAvailableToOrganizationTemplateRequest	MakeAvailableToOrganization	Record is updated.
MakeUnavailableToOrganizationReportRequest MakeUnavailableToOrganizationTemplateRequest	MakeUnavailableToOrganization	Record is updated.
MergeRequest	Merge	Record is updated.
RemoveParentRequest	RemoveParent	Record is updated.
RenewContractRequest	Renew	Record is created.
RescheduleRequest	Reschedule	Record is updated.
ReviseQuoteRequest	Revise	Record is created.
SendBulkMailRequest	SendBulkMail	Record status changes.
SendEmailFromTemplateRequest	SendEmailFromTemplate	Record is created.
SendFaxRequest	SendFax	Record status changes.
SetBusinessEquipmentRequest SetBusinessSystemUserRequest	SetBusiness	Record is updated.
SetParentBusinessUnitRequest SetParentSystemUserRequest SetParentTeamRequest	SetParent	Record is updated.
SetStateRequest	SetState	Record status changes.
UnlockInvoicePricingRequest	UnlockInvoicePricing	Record is updated.
UnlockSalesOrderPricingRequest	UnlockSalesOrderPricing	Record is updated.
UpdateRequest	Update	Record is updated.
WinOpportunityRequest WinQuoteRequest	Win	Record status changes.

Supported types for processes

This topic provides the supported types that you can use in your code for processes inDynamics 365 for Customer Engagement.

Microsoft .NET Framework 4.6.2

Namespace	Type name
System.Activities.Statements	AddToCollection<T>
System.Activities.Statements	Assign
System.Activities.Statements	Catch<TException>
System.Activities.Statements	ClearCollection<T>
System.Activities.Statements	DoWhile
System.Activities.Statements	ExistsInCollection<T>
System.Activities.Statements	ForEach<T>
System.Activities.Statements	If
System.Activities.Statements	Interop
System.Activities.Statements	InvokeMethod
System.Activities.Statements	Persist
System.Activities.Statements	RemoveFromCollection<T>
System.Activities.Statements	Rethrow
System.Activities.Statements	Sequence
System.Activities.Statements	Switch<T>
System.Activities.Statements	TerminateWorkflow
System.Activities.Statements	Throw
System.Activities.Statements	TryCatch
System.Activities.Statements	While
System.Activities.Statements	Receive
System.Activities.Statements	Send
System.ServiceModel.Activities.Presentation.Factories	SendAndReceiveReplyFactory

For information about each type, see the following documentation for the respective namespaces:

Dynamics 365 Customer Engagement (on-premises)

Namespace	Type name
Microsoft.Xrm.Sdk	All types
Microsoft.Xrm.Sdk.Workflow	All types
Microsoft.Xrm.Sdk.Workflow.Activities	All types
Microsoft.Crm.Sdk	All types

Supported entities for processes

The following table lists the entities that can be used to trigger process execution or to create a record within a process by using the CreateEntity class. This list is determined by the CanTriggerWorkflow property for each entity.

Entity name	Trigger a process	Used for CreateEntity
Account	Yes	Yes
Annotation	Yes	Yes
Appointment	Yes	Yes
BusinessUnit	Yes	No
BusinessUnitNewsArticle	Yes	No
Campaign	Yes	Yes
CampaignActivity	Yes	Yes
CampaignResponse	Yes	Yes
Competitor	Yes	Yes
Connection	Yes	Yes
ConnectionRole	Yes	No
ConstraintbasedGroup	Yes	No
Contact	Yes	Yes
Contract	Yes	Yes
ContractDetail	Yes	No
ContractTemplate	Yes	No
CustomerAddress	Yes	No
CustomerOpportunityRole	Yes	No
CustomerRelationship	Yes	No
Discount	Yes	No
DiscountType	Yes	No
Email	Yes	Yes
Equipment	Yes	No
Fax	Yes	Yes
Goal	Yes	Yes
Incident	Yes	Yes
Invoice	Yes	Yes
InvoiceDetail	Yes	No
KbArticle	Yes	No
KbArticleComment	Yes	No
KbArticleTemplate	Yes	No
Lead	Yes	Yes
Letter	Yes	Yes
List	Yes	Yes
Metric	No	Yes
MailMergeTemplate	Yes	No
Opportunity	Yes	Yes
OpportunityProduct	Yes	No
PhoneCall	Yes	Yes
PriceLevel	Yes	Yes
ProcessSession	Yes	No
Product	Yes	No
ProductPriceLevel	Yes	No
Queue	Yes	Yes
QueueItem	No	Yes
Quote	Yes	Yes
QuoteDetail	Yes	No
RecurringAppointmentMaster	Yes	Yes
RollupField	No	Yes
RelationshipRole	Yes	No
Report	Yes	No
SalesLiterature	Yes	Yes
SalesLiteratureItem	Yes	No
SalesOrder	Yes	Yes
SalesOrderDetail	Yes	No
Service	Yes	No
ServiceAppointment	Yes	Yes
SharePointDocumentLocation	Yes	Yes
SharePointSite	Yes	Yes
Site	Yes	Yes
Subject	Yes	No
SystemUser	Yes	Yes
Task	Yes	Yes
Team	Yes	No
Template	Yes	No
Territory	Yes	Yes
TransactionCurrency	Yes	No

Supported actions for processes

You can choose to perform following actions using workflows in Dynamics 365. Use the sdkmessage.workflowsdkstepenabled attribute to find the list of supported actions available under a workflow step. You can use the following Web API query to retrieve the list of supported actions:

[Organization URI]/api/data/v9.1/sdkmessages?$select=name&$filter=workflowsdkstepenabled%20eq%20true

Action	Description
AddToQueue	AddToQueueRequest
AddUserToRecordTeam	AddUserToRecordTeamRequest
ApplyRoutingRule	ApplyRoutingRuleRequest
CalculateActualValue	CalculateActualValueOpportunityRequest
CloseOpportunity	WinOpportunityRequest
GetQuoteProductsFromOpportunity	GetQuoteProductsFromOpportunityRequest
GetSalesOrderProductsFromOpportunity	GetSalesOrderProductsFromOpportunityRequest
LockInvoicePricing	LockInvoicePricingRequest
LockSalesOrderPricing	LockSalesOrderPricingRequest
QualifyLead	QualifyLeadRequest
RemoveUserFromRecordTeam	RemoveUserFromRecordTeamRequest
ResolveIncident	CloseIncidentRequest
ResolveQuote	CloseQuoteRequest
ReviseQuote	ReviseQuoteRequest
SetProcess	SetProcessRequest
SetWordTemplate	Custom action to create a word template. More information: Using Word templates in Dynamics 365 Customer Engagement
UnlockInvoicePricing	UnlockInvoicePricingRequest
UnlockSalesOrderPricing	UnlockSalesOrderPricingRequest