News.mscrm-addons.com BlogHello and welcome to our blog! What can we do for you? Are you looking for further technical information or step-by-step instructions to our products? Or would you like to read the latest news on mscrm-addons? Please feel free to browse our blog for detailed information and to share our posts! https://www.mscrm-addons.com/BlogTrigger a workflow in batch-operations from the dialoghttps://www.mscrm-addons.com/Blog/PostId/10198/trigger-a-workflow-in-batch-operations-from-the-dialogActivityTools (AT),AT 365,DocumentsCorePack (DCP)Mon, 01 Apr 2019 15:36:04 GMT<p style="text-align: justify;">This blog article outlines how to execute a workflow for each record in a&nbsp;batch process. Please also have a look at this <a href="https://www.mscrm-addons.com/Blog/PostId/10162/process-generated-document-in-a-workflow-from-the-dialog" target="“_blank“">blog article</a>&nbsp;about how to process a&nbsp;generated document in <g class="gr_ gr_99 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-del replaceWithoutSep" id="99" data-gr-id="99">a workflow</g> from the dialog (in the single case).&nbsp;</p> <p style="text-align: justify;"><strong>Please notice:</strong>&nbsp;The batch can ONLY run workflows that have been configured for the AutoMergeWorkingIntem entity.&nbsp; In order to process the records themselves, a sub-workflow&nbsp;has to be triggered, which can be done by the custom workflow activity "DCPWorkflowSandbox<g class="gr_ gr_98 gr-alert gr_gramm gr_inline_cards gr_run_anim Style replaceWithoutSep" id="98" data-gr-id="98">:TriggerSubWorkflow</g>" that comes with the installation of our solution.</p> <p style="text-align: justify;">Within this tutorial, we will create such workflows step-by-step. The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers as you can see in the figure below.</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Updated terms of payment " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png"> <img alt="Updated terms of payment" width="564" height="379" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure1.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 1: The result: Updated terms of payment</em></div> </div> <p style="text-align: justify;"><span style="color: #0077b3;"><strong><br /> </strong></span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;"><span style="color: #0077b3;"><strong>Step 1: Create sub-workflow&nbsp;</strong></span><br /> </span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Please open your Microsoft Dynamics 365 and navigate to Settings &gt; Processes. In the My Processes - area, click on the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[New]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button in order to create a new workflow.&nbsp; A dialog pops up. Type in&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">the name of your workflow, determine&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">an entity -&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Contact</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;in this case and select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">Workflow</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">&nbsp;as the process category. <g class="gr_ gr_102 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling multiReplace" id="102" data-gr-id="102">Afterwards</g>, hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[OK]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create a new workflow " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png"> <img alt="Create a new workflow" width="407,5" height="307" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure2.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 2: Create a new workflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span><strong>&nbsp;As an on-demand</strong>&nbsp;checkbox in the Available to Run-area and as Scope select&nbsp;<span style="font-size: 24px; color: #0077b3;">❷</span>&nbsp;<strong>Organization</strong>. Next, please add a new step by hitting on the&nbsp;<strong>[Add Step]</strong>-drop-down menu and select&nbsp;<span style="font-size: 24px; color: #0077b3;">❸&nbsp;</span><strong>Update Record</strong>.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Update record " href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png"> <img alt="Update record" width="554,5" height="326,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure3.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 3: Update record</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> <span style="background-color: #fcfcfc; text-align: justify;">As soon as the step has been added to your workflow, please enter&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">a name that remains you of what it contains, e.g. Update contact. Then open the drop-down menu, select&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;Contact and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Set Properties]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button.&nbsp;</span></em></p> </div> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Contact: Set properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png"> <img alt="Contact: Set properties" width="553,5" height="329,54" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure4.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 4: Contact: Set properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="background-color: #fcfcfc; text-align: justify;">The dialog below opens. It allows you to configure your workflow. In this case, you have to select in the <span style="font-size: 24px; color: #0077b3;">❶</span>&nbsp;Payment Terms drop-down menu Net 30. To finish the workflow, please do not forget to click on the&nbsp;<span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Save and Close]</strong></span>-button.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Set properties: Update payment terms" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png"> <img alt="Set properties: Update payment terms" width="537,5" height="256" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure5.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: Set properties: Update payment terms</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[Activate]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button located at the top.<br /> <br /> </span></p> <p style="text-align: justify;"><span style="background-color: #fcfcfc;"><strong><span style="color: #0077b3;">Step 2: Create&nbsp;</span></strong></span><span style="background-color: #fcfcfc; color: #0077b3;"><strong>the AutoMergeWorkingIntem workflow which triggers the sub-workflow</strong><br /> </span>As explained before, please create a new workflow.&nbsp;<span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">The window below pops up, where you can configure your workflow in detail. Please check the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❶</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;">&nbsp;<strong>As an on-demand</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>&nbsp;</strong>checkbox in the Available to Run-area and as Scope select&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px;"><span style="color: #0077b3;">❷</span><span style="background-color: #fcfcfc;">&nbsp;</span></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>Organization</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">. Next, please add a new step by hitting on the<strong>&nbsp;</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>[Add Step]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-drop-down menu and select the&nbsp;</span><span style="font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit; font-size: 24px; color: #0077b3;">❸&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; font-family: inherit;"><strong>DCPWorkflowSandbox - TriggerSubWorkflow </strong>workflow activity</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCPWorkflowSandbox - TriggerSubWorkflow" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png"> <img alt="DCPWorkflowSandbox - TriggerSubWorkflow" width="550,5" height="341,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure6.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 5: DCPWorkflowSandbox - TriggerSubWorkflow</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Next, please configure your workflow.&nbsp;<span style="background-color: #fcfcfc; text-align: justify;">Please set the cursor in the&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span></span><span style="background-color: #fcfcfc; text-align: justify; color: #0077b3;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">PrimaryRecordUrl-field and select&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷</span></span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>PrimaryRecordUrl&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;">in the drop-down menu in the Form Assistant, click on the</span><span style="background-color: #fcfcfc; text-align: justify;">&nbsp;<strong>[Add]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button and hit the&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button below (highlighted in yellow). The PrimaryRecordUrl-field is filled now. Then please search&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❸</span> the <strong>sub-workflow "Update contact"</strong> you created before and do not forget to hit the <strong>[Save and Close]</strong>-button at the top.</span><span style="background-color: #fcfcfc; text-align: justify;"> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title=" Set Custom Step Input Properties" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png"> <img alt=" Set Custom Step Input Properties" width="536" height="337" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure7.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 7: Set Custom Step Input Properties</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">After finishing the configuration, do not forget to activate your so created workflow by hitting the<span>&nbsp;</span><span><strong>[Activate]</strong></span>-button located at the top.</p> <p style="text-align: justify;">That&acute;s it - you can now use your workflow - Trigger "Update contact" workflow in the DCP dialog (please have a look at figure 11 at the bottom). Considering that sending an invoice to customers and updating the terms of payment is a commonly used action, we recommend creating a one-click-action to automate the process. So please continue with step 3.&nbsp;<br /> <br /> </p> <p style="text-align: justify;"><span style="color: #0077b3;"><strong>Step 3: Create a Batch One-Click-Action<br /> </strong></span><span style="background-color: #fcfcfc;">Please open the DocumentsCorePack Config Page by navigating to Dynamics 365-&gt; Settings -&gt; MSCRM-<g class="gr_ gr_90 gr-alert gr_spell gr_inline_cards gr_run_anim ContextualSpelling ins-del" id="90" data-gr-id="90">ADDONS</g> -&gt; DocumentsCorePack -&gt; One-Click-Actions&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">and hit the&nbsp;</span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;"><strong>[Create Document]</strong></span><span style="font-size: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit; background-color: #fcfcfc; font-family: inherit;">-button. You have to create a new One-Click-Action for the entity Contact <g class="gr_ gr_89 gr-alert gr_gramm gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="89" data-gr-id="89">in</g> this case, so please hit&nbsp;<span style="font-size: 24px; color: #0077b3;">❶</span> the <strong>[New Batch]</strong>-button and type in <span style="font-size: 24px; color: #0077b3;">❷&nbsp;</span>the name of your One-Click-Action.&nbsp;</span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Create New Batch" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png"> <img alt="Create New Batch" width="694,5" height="254" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure8.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 8: Create <g class="gr_ gr_105 gr-alert gr_gramm gr_inline_cards gr_run_anim Grammar only-ins replaceWithoutSep" id="105" data-gr-id="105">New</g> Batch</em></div> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>&nbsp;</em></p> <p class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em> </em></p> </div> <p style="text-align: justify;"><span style="background-color: #fcfcfc; text-align: justify;">After hitting the<strong>&nbsp;</strong></span><span style="background-color: #fcfcfc; text-align: justify;"><strong>[OK]</strong></span><span style="background-color: #fcfcfc; text-align: justify;">-button, you will be provided with the configuration window for Batch Actions.&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">More information about how to configure a One-Click-Action can be found in this <a href="https://www.mscrm-addons.com/Blog/PostId/10095/step-by-step-how-to-configure-an-one-click-action" target="“_blank“">blog article</a>. Important is, that you check the Run workflow checkbox in your Processing Settings and select the so created workflow: <strong>Trigger "Update contact"</strong> workflow (highlighted in yellow below).&nbsp;<br /> </span></p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="Processing settings" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png"> <img alt="Processing settings" width="600,5" height="375,5" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure9.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 9: Processing settings</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"> <div><span style="color: #0077b3;"><strong>Step 4: Use the One-Click-Action<br /> </strong></span><span style="color: #7f7f7f;">If a Dynamics 365 user now selects some records from the entity Contact and clicks on the</span><strong style="color: #7f7f7f;"> [Create Document]</strong><span style="color: #7f7f7f;">-button, the user will be automatically provided with the new One-Click-Action "Send invoice via mail and update contact after".&nbsp;</span><span style="color: #0077b3;"><strong><br /> </strong></span></div> </p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="DCP dialog: Available One-Click-Actions" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png"> <img alt="DCP dialog: Available One-Click-Actions" width="380,5" height="338" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure10.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 10: DCP dialog: Available One-Click-Actions</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;">Hit the <strong>[Next]-</strong>button to continue. As shown in the figure below, the dialog&nbsp;<span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❶</span> attaches the invoice as an email attachment and by checking the <span style="background-color: #fcfcfc; text-align: justify; font-size: 24px; color: #0077b3;">❷&nbsp;</span><strong>Run workflow</strong> checkbox you can start the so created workflow, which triggers the "Update contact" as you can see below.&nbsp;</p> <div class=" data-plugin-options=" style="text-align: justify;"> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"> <a title="The result" href="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png"> <img alt="The result" width="380" height="339" class="img-responsive" src="/Portals/0/Blog/Trigger_a_workflow_in_batch_operations_from_the_dialog/Figure11.png" /> </a></div> <div class="lightbox" data-plugin-options="{'delegate': 'a', 'type': 'image', 'gallery': {'enabled': false}}"><em>Figure 11: The result&nbsp;</em></div> </div> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span>The result will be an invoice which will be sent to a batch of customers and after the terms of payment will be updated&nbsp;to Net 30 in Dynamics 365 for these customers (as in figure 1).</span></p> <p style="text-align: justify;">&nbsp;</p> <p style="text-align: justify;"><span style="font-size: 13px;"><span style="background-color: #fcfcfc; text-align: justify; color: #565656;"><strong>That&rsquo;s it!</strong>&nbsp;</span><span style="background-color: #fcfcfc; text-align: justify;">We appreciate your feedback! Please share your thoughts by sending an email to&nbsp;</span><a href="mailto:support@mscrm-addons.com" style="background-color: #fcfcfc; text-align: justify;">support@mscrm-addons.com</a><span style="background-color: #fcfcfc; text-align: justify;">.</span></span></p>10198