Products and Services

Products

WorkflowUtility

Utilizing Dynamics 365 workflows and operations

"WorkflowUtility" is a "user-defined workflow activity" that provides functions such as arithmetic operations and aggregation.
Although this function is often required in business, it could not be implemented using a GUI in Dynamics 365 (Dynamics CRM) processes (workflow, operations), and development required programming knowledge. In addition, operation and maintenance costs were also incurred.
By introducing "WorkflowUtility", these problems can be resolved and you can focus on developing essential business operations.
This reduces the time and effort required for development, operation, and maintenance. As mentioned above, because it is a "user-defined workflow activity," it can be used in workflows and operations, and the execution trigger can be selected from the various patterns provided by them.

Product/Service Overview

  • 01. Operate

    ・Add: Adds two specified values
    Subtract: Subtracts two specified values
    ・Multiply: Multiplies two specified values
    ・Divide: Divides two specified values and obtains the quotient
    Modulate: Divides two specified values and obtains the remainder.

  • 02. Aggregate

    Average: Gets the average value of the specified field on the N-side of the association
    Count: Gets the record count for the N-side of the association
    Max: Gets the maximum value of the specified field on the Nth side of the association.
    Min: Gets the minimum value of the specified field on the Nth side of the association.
    Product: Gets the sum (product) of the specified fields on the Nth side of the relationship
    Sum: Gets the sum (sum) of the specified field on the N-side of the association

  • 03. Utility (Other)

    GetGuidString: Gets the GUID of the record.
    CloneRecord: Creates a copy of a record
    ・Match: Determines whether a string matches a specified regular expression.
    SplitDateTime: Splits date and time values (Japanese calendar, year/month/day, hour/minute/second, etc.)

  • 04. Converter

    ・ToNumber: Converts a string to a number type
    ・ToDateTime: Converts a string to a date type
    ToUpperString: Converts a string to all uppercase.
    ToLowerString: Converts a string to all lowercase
    ・ToFullWidthString: Converts all characters to full-width.
    ・ToHalfWidthString: Converts all strings to half-width characters

  • Compatible version

    ◆ Dynamics CRM 2016
    Version 8.0 or later (supports online and on-premise)
    ◆ Dynamics 365
    Version 8.2 or later (supports online and on-premise)

  • How to provide

    This will be provided as a managed solution for Dynamics 365 (Dynamics CRM).

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