This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it.
To import the Solution follow these steps:
- Download the ZIP file from the DOWNLOADS tab Access to the Dynamics CRM environment and navigate to Settings>Solutions
- Click on Import and select the ZIP file
- Follow the wizzard steps
To see how to use each of the tools includes in this solution, please access to the following links:
- Force Calculate Rollup Field
- Apply Routing Rules
- Query Values Step
- Share Record With Team
- Share Record With User
- Unshare Record With Team
- Unshare Record With User
- Check If User is in Role
- Check If User is in Team
- Add To Marketing List
- Remove From Marketing List
- Clone Record
- Set Process
- Rollup Functions
- Entity Attachment To Email
- Pick From Queue
- Queue Item Count
- Add Role To User
- Add Role To Team
- Remove Role From User
- Remove Role From Team
- Set User Settings
- String Functions
- Delete Record
- Entity Json Serializer
- Qualify Lead
- Add Marketing List To Campaign
- Copy Marketing List Members
- Copy To Static List
- Is Member Of Marketing List
- Remove From All Marketing Lists
- Numeric Functions
- Email To Team
- Set Process Stage
- Entity Mobile Deep Link
- Send Email
- Geocode Address
- Add User To Team
- Remove User From Team
- Associate Entity
- Goal Recalculate
- Get Initiating User
- Encrypt Text
- Check Associate Entity
- Set State
- Update Child Records
- Disassociate Entity
- Insert Option Value
- Delete Option Value
- Sales Literature To Email
- Send Email From Template To Users In Role
- Send Email To Users In Role
