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Custom Workflow Activities

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[Applies to: Microsoft Dynamics CRM 4.0]

Custom workflow activities are supported only in Microsoft Dynamics CRM 4.0, not in Microsoft Dynamics CRM Online.

For more information about how to build custom workflow activities in the Windows Workflow Foundation, see this topic in the MSDN Library: Build Custom Activities to Extend the Reach of Your Workflows.

To develop Microsoft Dynamics CRM workflow activities, use the following tools and components:

  • Microsoft Visual Studio 2005
  • Windows Workflow Foundation
  • Microsoft Dynamics CRM 4.0
  • A valid user account on Microsoft Dynamics CRM 4.0

Required Assemblies

The following assemblies must be added to your project. They can be found in the SDK\Bin folder.

Microsoft.Crm.Sdk.dll

Microsoft.Crm.SdkTypeProxy.dll

For more information, see About the Assemblies.

Registering Custom Workflow Activities

After your custom workflow activity has been compiled, you have to register this assembly as a plug-in. Your workflow will then appear in the workflow form in the Microsoft Dynamics CRM Web application.

This SDK includes a registration tool to improve developer productivity. For more information about the tool sample code, see Sample Code. For a walkthrough, see Build the Plug-in Registration Tool and Registering a Plug-in using the Plug-in Developer Tool.

In This Section

Adding Metadata to the Custom Workflow Activity

Describes how to write a custom workflow activity by adding attribute metadata.

Using the Web Services within a Custom Workflow Activity

Describes how to get and use a reference to the CrmService within a custom workflow activity.

Registering the Workflow Assembly

Describes how to register your workflow assembly.

Using a Custom Workflow Activity in the Workflow Form

Describes how to use your custom workflow activity when you create a workflow in the Microsoft Dynamics CRM workflow form.

Debugging a Workflow Activity

Explains how to debug a custom workflow activity.

Sample Code for Custom Workflow Activities

Shows sample code for custom workflow activities.

Related Sections

Workflow Object Model

Provides information about a set of classes that expose Microsoft Dynamics CRM Workflow activities and about the classes that are used to store workflow definitions, dependencies and the workflow log on the Microsoft Dynamics CRM database.

Walkthrough: Creating and Registering a Custom Workflow Activity

Walks through the steps needed to create a custom workflow activity, register it and use it from the workflow designer.


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