Supported types, triggers, entities, and actions for processes
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 |
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 |
See also
Create your own actions
Processes in Dynamics 365 Customer Engagement (on-premises)(formerly Workflows)
Custom workflow activities (workflow assemblies)
CreateEntity
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