Tagged: Actions

Getting started with Actions in Dynamics 365 & Smart Buttons in Ribbon Workbench 2016

Actions are a type of process within Dynamics CRM/365 that you may or may not have already heard of. They are not as well known as workflows and are viewed as an internal operation rather than something that can be configurable. This mindset could be because we are so used to creating workflows, dialogs, or even plugins that have a starting or ‘trigger’ point, and are so caught up making business logic for those that we forget...

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How to auto-generate Word Templates using a simple Workflow and OOB Action in CRM 2016 (no code!)

There is quite a lot of literature regarding creating Word Templates around now, I touched upon it in my previous post, and the infographic here on twitter. When was I was recently researching a separate blog post, I came across a way to create a Word Template using an out of the box Action and a simple Workflow. From playing around with this, I’ve thought about loads of ideas and solutions that could utilise this functionality and how it can...

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