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Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

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Workflow Actions

Now that we know how workflow can be triggered, let's look at what we can do with the workflow. Here we are referring to the workflow actions that can be configured in Workflow Manager. These are

  • Create Activity

  • Create Note

  • Send email

  • Update Object

  • Change Status

  • Assign Object

  • Post URL

  • Run subprocess

  • Stop

Create Activity

This action creates Task, Phone Call, Fax, or Letter Activities. Creation of email is broken out under a separate action. Creation of an Appointment is not supported. Figure 12.4 shows a task activity being configured.

Figure 12.4. Creating a Task Activity from workflow.

The activity that is created can be assigned to ...

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