Supported Types, Triggers, and Entities for Processes (Workflows and Dialogs)
This topic provides information about the supported types and entities for processes in Microsoft Dynamics CRM, supported triggers for workflows, and entities that are supported for the CreateEntity activity.
In This Topic
Supported Triggers for Workflows
The following actions can be used to trigger a workflow automatically.
| Request | Message | Trigger |
|---|---|---|
|
Assign |
Record is assigned. |
|
|
Book |
Record is created. |
|
|
Cancel |
Record status changes. |
|
|
Clone |
Record is created. |
|
|
Close |
Record status changes. |
|
|
CompoundCreate |
Record is created. |
|
|
CompoundUpdate |
Record is updated. |
|
|
ConvertKitToProduct |
Record is updated. |
|
|
ConvertProductToKit |
Record is updated. |
|
|
ConvertQuoteToSalesOrder |
Record is created. |
|
|
ConvertSalesOrderToInvoice |
Record is created. |
|
|
Copy |
Record is created. |
|
|
Create |
Record is created. |
|
|
Delete |
Record is deleted. |
|
|
DeliverIncoming |
Record is created. |
|
|
DeliverPromote |
Record is created. |
|
|
Fulfill |
Record status changes. |
|
|
GenerateInvoiceFromOpportunity |
Record is created. |
|
|
GenerateQuoteFromOpportunity |
Record is created. |
|
|
GenerateSalesOrderFromOpportunity |
Record is created. |
|
|
GetInvoiceProductsFromOpportunity |
Record is created. |
|
|
GetQuoteProductsFromOpportunity |
Record is created. |
|
|
GetSalesOrderProductsFromOpportunity |
Record is created. |
|
|
LockInvoicePricing |
Record is updated. |
|
|
LockSalesOrderPricing |
Record is updated. |
|
|
Lose |
Record status changes. |
|
|
MakeAvailableToOrganization |
Record is updated. |
|
|
MakeUnavailableToOrganization |
Record is updated. |
|
|
Merge |
Record is updated. |
|
|
RemoveParent |
Record is updated. |
|
|
Renew |
Record is created. |
|
|
Reschedule |
Record is updated. |
|
|
Revise |
Record is created. |
|
|
SendBulkMail |
Record status changes. |
|
|
SendEmailFromTemplate |
Record is created. |
|
|
SendFax |
Record status changes. |
|
|
SetBusiness |
Record is updated. |
|
|
SetParent |
Record is updated. |
|
|
SetState |
Record status changes. |
|
|
UnlockInvoicePricing |
Record is updated. |
|
|
UnlockSalesOrderPricing |
Record is updated. |
|
|
Update |
Record is updated. |
|
|
Win |
Record status changes. |
Supported Types for Processes
This topic provides the supported types that you can use in your code for processes in Microsoft Dynamics CRM 2011.
Microsoft .NET Framework 4
| Namespace | Type name |
|---|---|
|
System.Activities.Statements |
AddToCollection<T> |
|
System.Activities.Statements |
Assign |
|
System.Activities.Statements |
Catch<TException> |
|
System.Activities.Statements |
ClearCollection<T> |
|
System.Activities.Statements |
DoWhile |
|
System.Activities.Statements |
ExistsInCollection<T> |
|
System.Activities.Statements |
ForEach<T> |
|
System.Activities.Statements |
If |
|
System.Activities.Statements |
Interop |
|
System.Activities.Statements |
InvokeMethod |
|
System.Activities.Statements |
Persist |
|
System.Activities.Statements |
RemoveFromCollection<T> |
|
System.Activities.Statements |
Rethrow |
|
System.Activities.Statements |
Sequence |
|
System.Activities.Statements |
Switch<T> |
|
System.Activities.Statements |
TerminateWorkflow |
|
System.Activities.Statements |
Throw |
|
System.Activities.Statements |
TryCatch |
|
System.Activities.Statements |
While |
|
System.Activities.Statements |
Receive |
|
System.Activities.Statements |
Send |
|
System.ServiceModel.Activities.Presentation.Factories |
SendAndReceiveReplyFactory |
For information about each type, see the following documentation for the respective namespaces:
Microsoft Dynamics CRM 2011
| Namespace | Type name |
|---|---|
|
All types |
|
|
All types |
|
|
All types |
|
|
All types |
Supported Entities for Processes
The following table lists the entities that can be used to trigger process execution or to create a record within a process by using the CreateEntity class. This list is determined by the CanTriggerWorkflow property for each entity.
| Entity name | Trigger a process | Used for CreateEntity |
|---|---|---|
|
Account |
Yes |
Yes |
|
Annotation |
Yes |
Yes |
|
Appointment |
Yes |
Yes |
|
BusinessUnit |
Yes |
No |
|
BusinessUnitNewsArticle |
Yes |
No |
|
Campaign |
Yes |
Yes |
|
CampaignActivity |
Yes |
Yes |
|
CampaignResponse |
Yes |
Yes |
|
Competitor |
Yes |
Yes |
|
Connection |
Yes |
Yes |
|
ConnectionRole |
Yes |
No |
|
ConstraintbasedGroup |
Yes |
No |
|
Contact |
Yes |
Yes |
|
Contract |
Yes |
Yes |
|
ContractDetail |
Yes |
No |
|
ContractTemplate |
Yes |
No |
|
CustomerAddress |
Yes |
No |
|
CustomerOpportunityRole |
Yes |
No |
|
CustomerRelationship |
Yes |
No |
|
Discount |
Yes |
No |
|
DiscountType |
Yes |
No |
|
|
Yes |
Yes |
|
Equipment |
Yes |
No |
|
Fax |
Yes |
Yes |
|
Goal |
Yes |
Yes |
|
Incident |
Yes |
Yes |
|
Invoice |
Yes |
Yes |
|
InvoiceDetail |
Yes |
No |
|
KbArticle |
Yes |
No |
|
KbArticleComment |
Yes |
No |
|
KbArticleTemplate |
Yes |
No |
|
Lead |
Yes |
Yes |
|
Letter |
Yes |
Yes |
|
List |
Yes |
Yes |
|
Metric |
No |
Yes |
|
MailMergeTemplate |
Yes |
No |
|
Opportunity |
Yes |
Yes |
|
OpportunityProduct |
Yes |
No |
|
PhoneCall |
Yes |
Yes |
|
PriceLevel |
Yes |
Yes |
|
ProcessSession |
Yes |
No |
|
Product |
Yes |
No |
|
ProductPriceLevel |
Yes |
No |
|
Queue |
Yes |
Yes |
|
QueueItem |
No |
Yes |
|
Quote |
Yes |
Yes |
|
QuoteDetail |
Yes |
No |
|
RecurringAppointmentMaster |
Yes |
Yes |
|
RollupField |
No |
Yes |
|
RelationshipRole |
Yes |
No |
|
Report |
Yes |
No |
|
SalesLiterature |
Yes |
Yes |
|
SalesLiteratureItem |
Yes |
No |
|
SalesOrder |
Yes |
Yes |
|
SalesOrderDetail |
Yes |
No |
|
Service |
Yes |
No |
|
ServiceAppointment |
Yes |
Yes |
|
SharePointDocumentLocation |
Yes |
Yes |
|
SharePointSite |
Yes |
Yes |
|
Site |
Yes |
Yes |
|
Subject |
Yes |
No |
|
SystemUser |
Yes |
Yes |
|
Task |
Yes |
Yes |
|
Team |
Yes |
No |
|
Template |
Yes |
No |
|
Territory |
Yes |
Yes |
|
TransactionCurrency |
Yes |
No |
See Also
Microsoft Dynamics CRM 2011
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