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Scenario Overview
In this example, we will show how to use North52 BPA in conjunction with a Custom Global Action.
The main advantages to this type of solution,
- Allows us to develop custom logic that is not tied to any entity in CRM.
- Using the Microsoft WebAPI, we can call this custom Global Action from any MS Flow, Logic App, custom C# or Javascript code
- Along with normal Workflows, BPFs, etc. inside Dynamics 365
The following are the steps that we are going to implement for this solution,
- We will first create an Action with 3 inputs and 2 output parameters.
- We will then create a North52 formula that will set the output parameters.
- Finally we will set up CRM REST Builder to allow us to make our “Hello World Contact “custom Action.
- You can download CRM REST builder here
Note 1: For more information on Custom Actions and their uses, please see this article from a Microsoft MVP
Note 2 : Execute an action using the Web API
Note 3 : Execute an action using the organization service
Create Custom Action
- Go to Settings > Process
- Click on New
- For Process Name , enter “Hello World – Contact Type”
- For Category, select ‘Action’
- For Entity, select ‘None (global)’
- Click Ok
- Click on the Plus sign (under Hide Process Argument) to add a Process Argument.
- For its Name, type “FirstName”
- Set Type to ‘String’
- For Direction, leave it at ‘Imput’
- Tick Required
- Click on the Plus Sign again.
- For its Name, type “LastName”
- Leave Type at ‘String’
- For Direction, leave it at ‘Input’
- Click on the Plus Sign again.
- For its Name, type “ContactType”
- Leave Type at ‘String’
- For Direction, leave it at ‘Input’
- And now we do the outputs.
- Click on the Plus Sign again.
- Give it the name “FirstActionResult”
- Leave Type at ‘String’
- Set Direction to ‘Output’.
- Click on the Plus Sign again.
- Give it the name “SecondActionResult”
- Set Type to ‘String.
- Set Direction to ‘Output’.
- Click Save
- Click Activate.