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:
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
- Relationship Definition Schema Name: new_loanapplicant
The following sample workflow activity calculates the credit score based on the Social Security Number (SSN) and name.
Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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