Export (0) Print
Expand All
This topic has not yet been rated - Rate this topic

Supported Types, Triggers, and Entities for Processes (Workflows and Dialogs)

[Applies to: Microsoft Dynamics CRM 2011]

This topic provides information about the supported types and entities for processes in Microsoft Dynamics CRM, supported triggers for workflows, and entities that are supported for the CreateEntity activity.

In This Topic

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 in Microsoft Dynamics CRM 2011.

Microsoft .NET Framework 4

 

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:

Microsoft Dynamics CRM 2011

 

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

See Also

Microsoft Dynamics CRM 2011
Send comments about this topic to Microsoft.
© 2013 Microsoft Corporation. All rights reserved.
Did you find this helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft. All rights reserved.