openpetra
Dynamics-365-Workflow-Tools
| openpetra | Dynamics-365-Workflow-Tools | |
|---|---|---|
| 2 | 3 | |
| 109 | 451 | |
| 1.8% | - | |
| 0.0 | 2.8 | |
| 17 days ago | 4 months ago | |
| C# | C# | |
| GNU General Public License v3.0 only | Microsoft Public License |
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openpetra
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.
What are some alternatives?
CommunityServer - Free open source office suite with business productivity tools: document and project management, CRM, mail aggregator.
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grocy-desktop - A (Windows) desktop application wrapper for https://github.com/grocy/grocy
xRM-Portals-Community-Edition - The definitive edition of Microsoft Open Source Portals, supported by the experts in portals.
Crm.Specflow - D365 Extension for SpecFlow allows you to automatically test your Dynamics 365 CE implementation. It provides a broad set of SpecFlow steps to help you create your scripts very rapidly. It leverages the EasyRepro library from Microsoft for the User Interface related tests.
eShopOnWeb - Sample ASP.NET Core 8.0 reference application, powered by Microsoft, demonstrating a layered application architecture with monolithic deployment model. Download the eBook PDF from docs folder.