Tuesday, April 7, 2015

CRM 2011 Workflow Utilities now available for CRM 2013 and 2015

By popular demand, I have upgraded the CRM 2011 workflow utilities and rebranded it to be compatible with CRM 2013 and CRM 2015.

You might be familiar with the CRM 2011 Workflow Utilities project that I released to Codeplex a few years ago (https://crm2011workflowutils.codeplex.com/). By popular demand I have released version 3.0 for CRM 2015 (both for Online and On Premises). You can download the CRM 2015 version here: http://mscrmworkflowutilities.codeplex.com/releases/view/613024

Note that if you are still on CRM 2011 or CRM 2013, you must continue to use the release version 2.0.2.0 available here: http://mscrmworkflowutilities.codeplex.com/releases/view/102880 which has 2 solutions, one for CRM Online and another for CRM OnPremises.

Additionally, I have rebranded the tool from “CRM 2011 Workflow Utilities” to “MSCRM Workflow Utilities” since it supports multiple CRM versions (and hopefully future versions too!).

Workflow utilities is a CRM solution that allows you to extend the CRM workflow design experience by providing the following custom workflow steps available directly from the CRM process designer:

  • Delete record
  • Share or “unshare” a record
  • Insert hyperlink to a CRM record
  • Qualify lead (convert to account/contact/opportunity)
  • Bulk activate / deactivate records (no record count limit)

 

For more details on how to install and use the solution please visit the Codeplex site. Thanks for all the feedback received, enjoy!

5 comments:

  1. Does this plugin also work for 2016 On-premise?

    ReplyDelete
    Replies
    1. yes, version 3.1 works with CRM 2016

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  2. Hello Gonzalo
    Thanks for great work. I have just one query. I am using this utility to share the access using a workflow and it works perfectly fine. But if I am changing the user it adds new user successfully but it does not remove old user’s access. I hope this make sense but if it does not please let me know if you need any further information. Is there any way to achieve this?
    Thanks.
    JJ

    ReplyDelete
  3. sharing the record with a user does not automatically "unshare" it with another. If you want to un-share with another user you must use the "unshare" step in addition to the "share" step

    ReplyDelete
  4. Hi Gonzalo.

    Great work.
    Does Version 3.0 work with CRM 2016 Online?

    Thanks
    Regardt.

    ReplyDelete