Dynamics-365-Workflow-Tools
Active·★ 502·Updated 2024-08-15
★ Trending★ Essential
Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.
This solution provides a comprehensive set of workflow activities for Dynamics 365, enhancing its automation capabilities without impacting existing forms or entities. It allows users to perform various operations like record management, marketing list actions, and user/team administration directly within Dynamics 365 workflows.
#Dynamics 365#Workflow Automation#CRM#Microsoft Power Platform#Business Process Management#Coding
01
Features
01Extensive record management including cloning, sharing, and deleting records.
02Advanced user and team role/membership management.
03Comprehensive marketing list operations for campaigns and segmentation.
04Powerful data manipulation with query, string, numeric, and JSON functions.
05Automated process control, rollup field calculation, and lead qualification.
02
Compatibility
Dynamics 365
Native
Verified via docs
Common Data Service (CDS)/Dataverse
Partial Support
Verified via docs
03
Use cases
↳Automating complex business processes in Dynamics 365 by orchestrating various record, user, and data operations.
↳Streamlining sales and marketing efforts through automated lead qualification, marketing list management, and campaign association.
↳Improving data governance and user management by automating sharing, role assignment, and team membership verification.
04
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