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Project Description

This is an update of the CRM 4.0 Distribute Workflow Activity Project ()

This plugin allows to execute a workflow for each entity that has a 1:N or N:N relationship to a given entity.

For example: execute a workflow for each case related to an account (1:N), or for each competitor related to an opportunity (N:N), etc.

Summary

With CRM 2011 out-of-the-box it is possible to perform actions on entities that have a

N:1 relationship to a given entity, For example from an opportunity it is possible to update or run a workflow on the parent customer.

This plugin allows to extend this to the other two possible relationships:

1:N and

N:N. With the aid of this plugin it is possible to perform an action on each opportunity given the parent customer (

1:N) or on each competitor given the opportunity (

N:N) or on each opportunity given the competitor (other way of the same

N:N).

Installation

• Copy the .dll to the Microsoft Dynamics CRM\Server\bin\assembly folder
• Run the Plugin Registration tool and register the .dll
• Specify Name and Group Name for the CodeActivity in the Plugin Registration Tool
• If the plugin was registered successfully, a new action sub-menu will be available when selecting a workflow action.

Documentation

• See the .