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Sample: Calculate a credit score with a custom workflow activity

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\Process\CustomWorkflowActivities\TestNet4Activity\ReleaseISVActivities.cs

Requirements

The following customizations must exist for this custom workflow activity to work:

  • Entity Schema Name: new_loanapplication

  • Attribute: new_loanapplicationid as the primary key

  • Attribute: new_creditscore of type int with min of 0 and max of 1000 (if it is to be updated)

  • Attribute: new_loanamount of type money with default min/max

  • Customize the form to include the attribute new_loanapplicantid

The contact entity must have the following customizations:

  • Attribute: new_ssn as Single Line of Text with max length of 15

  • One-To-Many Relationship with these properties:

    • Relationship Definition Schema Name: new_loanapplicant

    • Relationship Definition Related Entity Display Name: Loan Application

    • Relationship Attribute Schema Name: new_loanapplicantid

    • Relationship Behavior Type: Referential

Demonstrates

The following sample workflow activity calculates the credit score based on the Social Security Number (SSN) and name.

Example

 

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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