There are built-in actions in the CDSÂ that you can use, such as the following:
- Set Word Template: Creates a Word document from a Word template
- Add To Queue: Adds a record to a queue
The Dynamics 365 apps, too, have actions that you can use. For instance, they have actions for leads, opportunities, quotes, orders, and invoices:
- CloseOpportunity
- GetQuoteProductsFromOpportunity
- GetSalesOrderProductsFromOpportunity
- LockInvoicePricing
- LockSalesOrderPricing
- QualifyLead
- ResolveQuote
- ReviseQuote
- UnlockInvoicePricing
- UnlockSalesOrderPricing
The following screenshot shows some of the actions available in the Dynamics 365 apps:
Figure 5.17 – Microsoft-provided actions
Microsoft uses the term custom actions for extending the capabilities of processes with .NET assemblies.
