Supported types, triggers, and entities for processes
Applies To: Dynamics CRM 2015
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.
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. |
This topic provides the supported types that you can use in your code for processes inMicrosoft Dynamics CRM 2015.
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:
Namespace | Type name |
|---|---|
All types | |
All types | |
All types | |
All types |
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 |
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