In this article, we will see how to add items to a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet. In the above workflow, the customer (related opportunity account) Business Regions will be added to the Opportunity. If this opportunity already has some values, they won't be removed. The "SetMultiSelectOptionSet" utility … Continue reading Adding items to a Multi-select Option Set in workflows
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Updating multi-select option set attributes in workflows
In this article we will see how to update a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools SetMultiSelectOptionSet: Set default values for a multi-select option set attribute Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and getmulti-select options attributes in workflows. In our … Continue reading Updating multi-select option set attributes in workflows
Getting multi-select option set values in workflows
In this article we will see how to get the values of a multi-select option set attribute within a workflow using the community utility Dynamics-365-Workflow-Tools GetMultiSelectOptionSet: Sample workflow retrieving multi-select option set values Before getting into the details, notice I have written another couple of articles to copy multi-select options attributes and update multi-select options attributes in … Continue reading Getting multi-select option set values in workflows
Copying multi-select option sets in workflows
One of the new features in Dynamics 365 Customer Engagement / CDS is the multi-select option set attributes. This is a new type of attribute like Single Line of Text, Image, Whole Number, etc Dynamics Attributes Types Unfortunately multi-select option sets got some limitations: Cannot be used in the form headerCannot be used in the Business … Continue reading Copying multi-select option sets in workflows
Dynamics Custom Emails migrated to Github
Few years ago, I started a project in Codeplex called "Dynamics CRM Custom Emails", which allows you to send emails from a Microsoft Dynamics 365 / CRM process (e.g. workflow, action) based on an Email Template. Additionally, these emails can contain dynamic values for any entity (out-of-the-box or custom) and any type of attribute (e.g. … Continue reading Dynamics Custom Emails migrated to Github