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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Using actions

Actions are a special type of workflow in Dynamics 365. They were introduced with Dynamics CRM 2013 and are used to define custom messages. Actions are used to add new functionality to the organization web service or to combine multiple organization web service message requests into one.

The basic actions in most systems are defined by verbs such as Create, Update, and Delete. Dynamics 365 systems add Assign to this list. Through actions, we can define additional functionality such as Escalate, Approve, Schedule, Route, and so on. By combining processes based on these core actions, system customizers can create new actions for specific business needs.

These actions are defined by implementing workflows. The action workflows are registered in the core operation of the execution pipeline.

Actions are supported in both on-premise and online Dynamics 365 organizations, but just like workflows, when defined using declarative XAML, they are only supported in Dynamics 365 on-premise...

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