Processes - Actions Process - STW Services


In this blog, you will learn about the Actions Process. 

What is the Actions Process?

As per the name, the action process is used to extend Microsoft Dynamics CRM functionality. It contains a business rule which is hooked to system events. Actions can be global and local to the solution and targeted to an entity. Saved actions can be used by the Dynamics CRM developer in the code or the client-side JavaScript. It also can be saved in the form of a template to create new actions.


There are different types of processes, so it must be clear when to use the actions process rather than other processes. Actions process is mainly used when certain steps need to follow based on conditions. When the requirement is to perform multi-step execution in different sections of Dynamics CRM on a single trigger event. For example, escalate a case when no action is performed for many days. It contains the update status, sends an email to the admin, and assigns a case to the queue. All you want should run on a click. The Actions process is the best option to perform this.

How to Use the Actions Process?

Actions process is mainly used to perform multiple server-side operations by sending one request to the CRM SDK. Following are the benefits of using actions:
  1. Actions are called under the security context of CRM users.
  2. It can be invoked by C# code lib or JavaScript.
  3. Action supports input and output parameters.
To create an action, go to Settings >> Process >> New Process.
In the category section, select Action in the dropdown and use the “New blank process” or “New process from an existing template”. Also, select the targeted entity followed by the OK button. Post creation of the actions process, we need to specify business rule and nature of the process in the next screen.
Enable the rollback check box to specify that this action can be part of database transactions. If there is an error transaction, it will be rolled back.
Actions can be a category in the request and response classes, which can be generated using CRMSvcUtil.exe available in the CRM SDK.