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Supported Workflow Triggers

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

The following actions can be used to trigger a workflow automatically.

Messagesdkmessage.nameTrigger
AssignAssignRecord is assigned
BookBookRecord is created
CancelContract

CancelSalesOrder

CancelRecord status changes
CloneContractCloneRecord is created
CloseIncident

CloseQuote

CloseRecord status changes
CompoundCreateCompoundCreateRecord is created
CompoundUpdateCompoundUpdateRecord is updated
ConvertKitToProductConvertKitToProductRecord is updated
ConvertProductToKitConvertProductToKitRecord is updated
ConvertQuoteToSalesOrderConvertQuoteToSalesOrderRecord is created
ConvertSalesOrderToInvoiceConvertSalesOrderToInvoiceRecord is created
CopyCampaign

CopyMembersList

CopyRecord is created
CreateCreateRecord is created
DeleteDeleteRecord is deleted
DeliverIncomingEmailDeliverIncomingRecord is created
DeliverPromoteEmailDeliverPromoteRecord is created
FulfillSalesOrderFulfillRecord status changes
GenerateInvoiceFromOpportunityGenerateInvoiceFromOpportunityRecord is created
GenerateQuoteFromOpportunityGenerateQuoteFromOpportunityRecord is created
GenerateSalesOrderFromOpportunityGenerateSalesOrderFromOpportunityRecord is created
GetInvoiceProductsFromOpportunityGetInvoiceProductsFromOpportunityRecord is created
GetQuoteProductsFromOpportunityGetQuoteProductsFromOpportunityRecord is created
GetSalesOrderProductsFromOpportunityGetSalesOrderProductsFromOpportunityRecord is created
LockInvoicePricingLockInvoicePricingRecord is updated
LockSalesOrderPricingLockSalesOrderPricingRecord is updated
LoseOpportunityLoseRecord status changes
MakeAvailableToOrganizationReport

MakeAvailableToOrganizationTemplate

MakeAvailableToOrganizationRecord is updated
MakeUnavailableToOrganizationReport

MakeUnavailableToOrganizationTemplate

MakeUnavailableToOrganizationRecord is updated
MergeMergeRecord is updated
RemoveParentRemoveParentRecord is updated
RenewContractRenewRecord is created
RescheduleRescheduleRecord is updated
ReviseQuoteReviseRecord is created
SendBulkMailSendBulkMailRecord status changes
SendEmailFromTemplateSendEmailFromTemplateRecord is created
SendFaxSendFaxRecord status changes
SetBusinessEquipment

SetBusinessSystemUser

SetBusinessRecord is updated
SetParentBusinessUnit

SetParentSystemUser

SetParentTeam

SetParentRecord is updated
SetStateSetStateRecord status changes
SetStateDynamicEntitySetStateDynamicEntityRecord status changes
UnlockInvoicePricingUnlockInvoicePricingRecord is updated
UnlockSalesOrderPricingUnlockSalesOrderPricingRecord is updated
UpdateUpdateRecord is updated
WinOpportunity

WinQuote

WinRecord status changes

See Also

Concepts

Other Resources


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