Sign in

Microsoft.com

Microsoft

Remove From My Forums

process configuration with a condition that is for data elements from a webservice

Question
0

Sign in to vote

CRM has the ability to create workflow processes that can trigger on a change in data in CRM. When the workflow process is triggered, can the process be configured with a condition that is for data elements from a webservice?

For example, I have an entity called claims.

The claim entity data elements (like Procedure Code) will not be stored in CRM. In the CRM Processes, we configure a process to be triggered for a claim where one of the conditions is to evaluate if the claim has a specific procedure code. Is this possible?

Friday, May 2, 2014 4:53 AM

All replies

0

Sign in to vote
Hi,

You can write a custom workflow activity to access the external web service for that evaluation.

Custom workflow activities (workflow assemblies)

Ronald
- Edited by Ronald Liu Friday, May 2, 2014 5:17 AM
Friday, May 2, 2014 5:14 AM
0

Sign in to vote

Hi,

You can write a custom workflow where you can do validation based on that filed (you can connect to other system where is it stored) and return boolean based on validation result.

Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

Friday, May 2, 2014 5:16 AM

Moderator