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Setup Guide
Deliverables
1 DLL file representing the CustomAction to be registered.
1 PDF document representing a step by step guide on how to import and use the CustomAction.
Requirements
Microsoft Software Development Kit (SDK) for Microsoft Dynamics CRM Online and CRM 2016 (on-premises).
A running Microsoft Dynamics CRM system.
A user with Administrative privilege.
Steps
Register the DLL file using the Plugin Registration Tool (part of the SDK)
Create Project Tree Calculation Workflow.
Create Project Calculation Bulk Action.
Create a View that can be used with the Project Calculation Bulk workflow
Create Project Calculation Bulk Workflow.
Schedule the Project Calculation Bulk Workflow as per your business needs.
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3. Once logged in and all plug-ins are loaded, click on the Register button, then Register New Assembly.
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4. Browse to and open the CustomAction DLL file (one of the deliverables).
5. Make sure to Select All workflow activities, then click the Register Selected Plugins button.
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6. Once registered, a notification will show up with the registered assemblies and plugins, click OK. Close the Plugin
Registration Tool.
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2. In the Create Process window, fill in the required fields
a. Process Name: Project Calculation - Tree (or any name that is clear, understandable, and meets your
business specifications)
b. Category: Workflow
c. Run this workflow in the background: True
d. Entity: Project
e. As an on-demand process: True
f. As a child process: True
g. Scope: Organization
h. Start when: all checkboxes False
3. Click on the Add Step button > xRM1.CustomAction >
xRM1.CustomAction.Services.ProjectTreeCalculationServices
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5. In the Set Custom Step Input Properties window, set the value of the Project Property name from the Form
Assistant section:
a. Project (as Primary Entity)
b. Project (in the second field)
6. Click Add, OK, Save and Close
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Create a View that can be used with the Project Calculation Bulk workflow
In this View, you can specify some criteria for Projects that will be automatically calculated based on the schedule you
specify to run the Project Calculation Bulk Workflow.
1. Go to Settings > Customizations > Customize the System > Entities > Projects > Views
2. Click on the New button
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Schedule the Project Calculation Bulk Workflow as per your business needs
Once everything is set up, now you can schedule the workflow created in the step Create Project Calculation Bulk
Workflow to run according to your need (daily, at specific time)