Dynamics-365-Workflow-Tools
Crm.Specflow
| Dynamics-365-Workflow-Tools | Crm.Specflow | |
|---|---|---|
| 3 | - | |
| 451 | 28 | |
| - | - | |
| 2.8 | 3.7 | |
| 4 months ago | 20 days ago | |
| C# | C# | |
| Microsoft Public License | GNU Lesser General Public License v3.0 only |
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Dynamics-365-Workflow-Tools
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Can I prevent users from closing opps as won?
As a very similar alternative to above, but without the need for a new field, you could install Dynamics 365 Workflow Tools (https://github.com/demianrasko/Dynamics-365-Workflow-Tools) and use the ismemberofteam workflow step (https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/IsMemberOfTeam.md) to check if the modified by user is in the back office team.
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Check any activities in lead when moving to next stage in bpf
You could use Dynamics-365-Workflow-Tools within a real time workflow use the Rollup Functions method to count the number of activities regarding to the lead an throw an error with a custom message via stopping the workflow when the count is less than 1.
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Is it possible to create an app that filters records in Dynamics CRM based on a condition?
The logic below would work using share / unshare if you install Demian Ruskos workflow tools (https://github.com/demianrasko/Dynamics-365-Workflow-Tools) or with out of the box assign / unnasign if you get your business units working.
Crm.Specflow
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Tracking mentions began in Dec 2020.
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