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Create a custom workflow step in CRM Online

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First download the latest version of the developer SDK for CRM ( up to date as of 27/03/2013 http://www.microsoft.com/en-in/download/details.aspx?id=24004)

Once downloaded extract to the folder of choice.

Navigate to /sdk/tools/developertoolkit and run the relevant msi (crmdevelopertools_installer.msi for vs 2010 crmdevelopertoolsvs12_installer.msi for vs 2012)

PLEASE NOTE: C# ONLY - NO VB.NET AT THIS TIME

Add a new "Dynamics CRM 2011 Package" project to your solution.

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it will prompt you to connect to your CRM server. Add in discovery service URL (can be found under settings, developer settings within web interface) ... do not add "https://" to your URL and a port number is not needed. Add your username and password and then select your organisation and solution (default for solution choice is fine)

After the package has been added and saved add another new project to the solution, this time of type "Dynamics CRM 2011 Workflow Library"

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Go to the properties of your Workflow library project and select the "signing" section. Sign your project (no need to set a password) and then save.

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Add a new item of type "Workflow Activity Class" to the library(one to many of these can be added, one for each custom step). The popup that will then show will include fields: name, friendly name, activity group name and description. Ensure that you enter a value for ALL of these values.

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Once added, the Workflow Activity class will have a lot of pre-populated code. However, there is a section noted as a comment ("// TODO: Implement your custom Workflow business logic."). Add in any of your code to this section and save

Once this has been completed, go back to your package project and double click the file named "RegisterFile.crmregister" and find the line that will now be there mentioning "isolationmode". Change this to have a value of "Sandbox"

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Once this is complete, build the solution and, if no errors are present, deploy the Package project.

If this deploys successfully, you will see your step right away in CRM (if adding a step to a process within the settings section)

PLEASE NOTE:
You do NOT need to use the plugin registration tool in this instance

Only add ONE workflow activity step to EACH Workflow Library project. If needing multiple steps then create multiple projects


11 Nov 2013

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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