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CRM 2016 Online - New set of Out of Box Actions RRS feed

  • Question

  • Hi 

    With CRM 2016 Online (I dont have on-premise instance so cannot confirm this for on-premise) has introduced set of pre-built actions that can be called from Workflow.

    Following is list of these actions. I am not able to find any documentation as what functionality does each of these actions server. Please let us know if any of you have came across such documents.

    List of Actions in Workflow Designer
    Accept Proposed Booking
    AcceptTeamRecommendation
    Add Invoice Line Details
    Apply work template
    Approval Status Approve
    Approval Status Reject
    AssignGenericResource
    AutoGenerateProjectTeam
    BulkCreatePredecessorsForTask
    BulkDeletePredecessorsForTask
    CloseAllOpportunityQuotes
    CloseQuoteAsLost
    CloseQuoteAsWon
    CompleteResourceRequest
    Copy Project
    Copy Related Project Entities From Template
    Copy WBS To Project
    Create Contract Line Details From Estimate
    Create Contract Specific Price List
    CreateEstimateLines
    CreateEstimatesForProjectTask
    CreateExtensionRequirement
    Create Quote From Opportunity
    Create Quote Line Details From Estimate
    Create Quote Specific Price List
    Create Request From Requirement
    Create Task Based Estimates For Project
    Create Template From Project
    DeleteEstimateLines
    DeleteEstimatesForProjectTask
    ExpenseApproveAction
    ExpenseEntriesApprove
    ExpenseEntriesPendingApproval
    ExpenseEntriesRecall
    ExpenseEntriesReject
    ExpenseEntriesSubmit
    ExpenseRejectAction
    ExpenseSubmitAction
    ExportActual
    FetchProjectCalendarWorkHours
    Field Service - System Action
    Generate Contract Line Invoice Schedule
    Generate Contract Line Schedule Of Values
    Generate QuoteLine Invoice Schedule
    Generate Quote Line Schedule Of Values
    GetBookingDetailsByResource
    GetCollectionData
    GetContractLineChargeability
    GetDataForContractPerformance
    GetDataForRadialGauge
    GetGenericResourceDetails
    GetMyChangedSkills
    GetPrice
    GetProjectCoparticipation
    GetProjectCurrencies
    GetProjectDetails
    Get Project Map For Contract Line
    Get Project Map For Quote Line
    GetProjects
    GetProjectsForContract
    GetProjectsForQuote
    Get Project Task Categories
    GetQuoteLineChargeability
    Get Resource Availability
    GetResourceAvailabilitySummary
    GetResourceBookingByProject
    Get Resource Demand TimeLine
    GetTimelineData
    GetTransactionUnitPrices
    IndentWBSTask
    Invoice Paid
    Invoice Recalculate
    IsProjectTemplatesView
    JoinProjectTeam
    Load Fact Table (Estimate)
    LogFindWorkEvent
    MoveDownWBSTask
    MoveUpWBSTask
    New Invoice (Contract)
    OutdentWBSTask
    Post Invoice
    Post Journal
    Project Team Member Sign-Up Process
    ReadEstimateLines
    RecommendWork
    Reject Proposed Booking
    ResAssignResourcesForTask
    ResGetResourceDetail
    Resource Assignment Detail Update
    ResourceReservationCancel
    ResourceUtilization
    ResourceUtilizationChart
    SetDefaultRole
    TimeEntriesApprove
    TimeEntriesCopyPaste
    TimeEntriesPaste
    TimeEntriesPendingApproval
    TimeEntriesRecall
    TimeEntriesReject
    TimeEntriesSubmit
    UpdateAllEstimatesForProject
    UpdateChangedSkills
    UpdateEstimateLines
    Update Project Task
    Update Remaining Resource Requirement
    SetProcess
    SetWordTemplate


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    Wednesday, July 20, 2016 7:12 PM