Workflow in CRM

Hi,
Can any only please let me know how can i use <b>WORKFLOW IN CRM.</b>
thanks in advance,
Regards,
Kannan.

Hi Kannan,
You can get a lot of information on the Business Workflow from the following customization:
CRM -> Basic Functions -> SAP Business Workflow.
Read all the Performance Assistants and they will be really helpful.
If you are looking at follow up documents as your solutions, please let me know.
Hope it helps.
Regards,
Ankur.

Similar Messages

Difference between SAP Business Workflow and CRM Workflow

Hello guys,
Is there any difference between SAP Business Workflow and CRM Workflow?
Are there others workflows types in SAP?
In all SAP Workflow Courses (BIT600, BIT601, BIT603, BIT610) only was talked about SAP Business Workflow, and nothing about CRM Workflow.
Thanks a lot!
Kleber

Hello Kleber,
There is not much of the differance between CRM workflows and SAP Business workflows..
Workflows are esentially part of Basis (BC) components and hence its the same across all SAP products as all these products have components of Basis(BC) in them...
To Conclude, SAP Busines workflows and CRM workflows are the same things... However when you work on CRM, the BOR objects would be belonging to CRM and not to ECC... However conceptwise , there in no change at all.. If you learn BIT100......, you can also work on CRM workflows..
Regards,
Anand

ABAP & Workflow for CRM

Hello Buddies,
I have seen so mail threads somewhat near to my doubt but could you please tell me some good link for learning ABAP & Workflow for CRM. Also please advise me, being ABAP-Workflow Consultant which section of CRM is best suitable for me.
Thanks in advance. Your guidance is appreciated.
Warm Regards,
N. Singh

Hi,
ABAP and Workflow for CRM is nothing different and specific to CRM. They are same and at least all the basic concepts are present. There might be some implementation and conceptual differences but they are more of functionality driven.
You start learning SAP CRM Fucntionality which will help you to understand SAP CRM much better. And then you can have a feel of the CRM feature and where and how it's been used to drive the ABAP and Workflow functionality.
Hope this helps. You can scan the forum for good links and resources.
Best Regards,
Samantak

Integrating ECC business workflow into CRM

What is the best approach for integrating (or not) ECC business workflow into CRM?
For example, lets say you have an elaborate custom workflow built in ECC for blocked sales orders which triggers a workitem to the CSR user ID into the SAP SBWP inbox.
But now you are implementing CRM and your customer service reps want to "live" in CRM.
So you want them to be aware that they have a blocked order assigned to them in ECC SBWP inbox.
Whats the solution?
Do they have to toggle over and login to ECC, so they have to "work" 2 inboxes?
Is there some solution existing in SAP between these 2 systems that synchs the workflows, such that you can open and process and complete the workflow inside CRM?
Do you have to write some custom "notification" that sends CRM a message letting them know ECC has something?
We have order management in ECC, CRM only being used for service notifications and customer interactions, but CSRs envision "one cockpit" or one inbox for all their to-dos.
We do not use Portals, so the integrated inbox is not an option.

Hi Jason,
Did you find a solution for this ?
I have a similar requirement where i need to trigger a workflow in SAP CRM and i need the approval request to flow to ECC as my approvers work only in ECC and never in CRM !
Is this integration a valid scenario ? and can we configure this ?
It would be of great help you you can share any documents available on the same.,
Thanks & regards
Krishna

How to configure and test a workflow in CRM 5.0

Hi All,
As I am new to workflows it will be great if any of you shared a guide where I can create and test a workflow in CRM 5.0 tcode PPOMW.
Thanks for all your help in advance.
Best regards,
Divya

This might help:
http://help.sap.com/saphelp_crm50/helpdata/en/92/bc26a6ec2b11d2b4b5006094b9ea0d/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/cc/d40b37da4de72fe10000009b38f889/content.htm
Regards,
Kaushal

Outbound Idoc through Workflow in CRM

Hello,
Consider this scenario, I need to create an opportunity document through Idoc inbound in CRM 4.0. There are certain validations done at the XIF layers as well as the application layer.
In case if there are any errors in the Idoc or errors the opportunity document created(application level errors), I need to send an outbound Idoc containing complete inbound Idoc data with certain rejection codes.
Can some body let me know the best way to achieve this. I
If this can be achieved through workflow, please provide the complete details on how to go about this.
Thanks In Advance,
Kiran

Hello,
Consider this scenario, I need to create an opportunity document through Idoc inbound in CRM 4.0. There are certain validations done at the XIF layers as well as the application layer.
In case if there are any errors in the Idoc or errors the opportunity document created(application level errors), I need to send an outbound Idoc containing complete inbound Idoc data with certain rejection codes.
Can some body let me know the best way to achieve this. I
If this can be achieved through workflow, please provide the complete details on how to go about this.
Thanks In Advance,
Kiran

Deploy business workflow in CRM 7.0 webUI

Hi experts,
    before i have configured sap business workflow in SAP GUI and also know with portal it will be possible to migrate worklow from GUI to web.
    But CRM 7.0 is based on BSP application, so i want to know how could i migrate workflow from gui to CRM webUI. And if possible pls help to give a estimation on this effort .
    thanks.

Hi,
Check this [Link1|https://wiki.sdn.sap.com/wiki/x/eAIPB ] [Link2|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/cd76e07d-0c01-0010-298d-f699863f2ce4].
Regards,
Surjith

Error in Workflow in CRM 2011

A Workflow has been failing with the following error
Workflow paused due to error: Unhandled Exception: Microsoft.Crm.CrmException: Cannot create the given type without the required parameters.
   at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.CreateCrmType(WorkflowPropertyType type, Object[] values)
   at Microsoft.Crm.Workflow.Services.ExpressionServiceBase.EvaluateExpression(ExpressionOperator expressionOperator, Object[] parameters, Type targetType)
   at Microsoft.Crm.Workflow.Activities.EvaluateExpression.Execute(CodeActivityContext context)
   at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager)
   at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
I am unable to open a step and it also gives the same message. Does that mean I will have to recreate the workflow?
Thanks.
JR

Thanks ...This is a standard workflow and it happens in the step to send an email. In the body of the email, a value of lookup field has to be displayed. That's where the error is occuring. CRM does not give an error when the lookup
field is added and the work flow is activated. But once the worklow is activated and if I click on view properties in the step, I get an error. Can a look up field be added?
Microsoft CRM Error Report:
Error Description:
An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Error Details:
Exception of type 'System.Web.HttpUnhandledException' was thrown.
Full Stack:
[IndexOutOfRangeException: Index was outside the bounds of the array.]
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityProperty(ExpressionBase propertyExpression)
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityPropertyForProperty(PropertySpecification property, String uiXmlName, String& slugInfo)
   at Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.PopulateEntityProperties(EntitySpecification entitySpec, EntityBase entity, String uiXmlName)
   at Microsoft.Crm.Web.Sfa.EntityForm.get_FormEntity()
   at Microsoft.Crm.Web.Sfa.EntityForm.ConfigurePage()
   at Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e)
   at System.Web.UI.Control.PreRenderRecursiveInternal()
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
[HttpUnhandledException: Exception of type 'System.Web.HttpUnhandledException' was thrown.]
   at System.Web.UI.Page.HandleError(Exception e)
   at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint)
   at System.Web.UI.Page.ProcessRequest()
   at System.Web.UI.Page.ProcessRequest(HttpContext context)
   at System.Web.HttpApplication.CallHandlerExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute()
   at System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously)
Other Message:
Error Number:
Source File:
Not available
Line Number:
Not available
Error Trace:
Microsoft CRM Unhandled Error Details:
Server Error in '/' Application.
Index was outside the bounds of the array.
Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.
Exception Details: System.IndexOutOfRangeException: Index was outside the bounds of the array.
Source Error:
An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.
Stack Trace:
[IndexOutOfRangeException: Index was outside the bounds of the array.]
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityProperty(ExpressionBase propertyExpression) +1496
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.GetEntityPropertyForProperty(PropertySpecification property, String uiXmlName, String& slugInfo) +34
   Microsoft.Crm.Application.Platform.WorkflowLibrary.WorkflowAdapter.PopulateEntityProperties(EntitySpecification entitySpec, EntityBase entity, String uiXmlName) +380
   Microsoft.Crm.Web.Sfa.EntityForm.get_FormEntity() +1101
   Microsoft.Crm.Web.Sfa.EntityForm.ConfigurePage() +994
   Microsoft.Crm.Application.Controls.AppUIPage.OnPreRender(EventArgs e) +106
   System.Web.UI.Control.PreRenderRecursiveInternal() +113
   System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) +4201

Workflow for CRM.

Dear Experts,
I am a beginer to Workflow.
I have a scenario in CRM.
1,The requester logs into portal and creates an activity in CRM PCUI screen.
what i want to do in workflow is
When the requester creates the activity and saves their is a field with a user name.
I want to send a mail to that user name.
and after that the user will acknowledge it, then the requester should get a confirming mail.
After the user completes the task and comes back to the Portal and changes the status to completed.
then the workflow should send a mail to the requester stating that task is completed.
I will be glad if somebody can explain me the steps involved in doing this workflow.
thanks and regards
Neel

Hi Neel Kamal,
It is simple.
As you said that the responsible person will be found using masters.
You know the initiator of the workflow.
1. Go to the business object, create the subtype of the supertype. SWO1
2. In the Method find the mail id of A and B. Create one more method for finding the status.
3. Have this mail ids in a container element of the method
4. Go SWDD, create a activity step, inside that call the method which is used to find the mail id of A and B.
5. Do the binding between task-->method
and Method-->task
6. Come out and do the binding between task-->workflow container
workflow container-->task
7. Create a send mail step. In element give the B email id container element.
8. Check for the condition for status change
9. If status changed, create a send mail there give the A email id container element.
10. activate the workflow.
Finished
Thanks and Regards
Balaji K.

On demand workflow javascript crm 2013

Hi
I am struggling to make the on-demand workflow working in JavaScript in CRM 2013. Can you please help ?
it was working fine in CRM 2011.
Thanks for your help.

Hi,
There is no change. However here is the code snippet
function RunWorkflow() {
var _return = window.confirm('Are you want to execute workflow.');
if (_return) {
var url = Xrm.Page.context.getServerUrl();
var entityId = Xrm.Page.data.entity.getId();
var workflowId = '541B45C9-3F88-4448-9690-2D4A365C3172';
var OrgServicePath = "/XRMServices/2011/Organization.svc/web";
url = url + OrgServicePath;
var request;
request = "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">" +
"<s:Body>" +
"<Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">" +
"<request i:type=\"b:ExecuteWorkflowRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">" +
"<a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">" +
"<a:KeyValuePairOfstringanyType>" +
"<c:key>EntityId</c:key>" +
"<c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">" + entityId + "</c:value>" +
"</a:KeyValuePairOfstringanyType>" +
"<a:KeyValuePairOfstringanyType>" +
"<c:key>WorkflowId</c:key>" +
"<c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">" + workflowId + "</c:value>" +
"</a:KeyValuePairOfstringanyType>" +
"</a:Parameters>" +
"<a:RequestId i:nil=\"true\" />" +
"<a:RequestName>ExecuteWorkflow</a:RequestName>" +
"</request>" +
"</Execute>" +
"</s:Body>" +
"</s:Envelope>";
var req = new XMLHttpRequest();
req.open("POST", url, true)
// Responses will return XML. It isn't possible to return JSON.
req.setRequestHeader("Accept", "application/xml, text/xml, */*");
req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
req.onreadystatechange = function () { assignResponse(req); };
req.send(request);
function assignResponse(req) {
if (req.readyState == 4) {
if (req.status == 200) {
alert('successfully executed the workflow');
Relevant links:
http://www.mscrmconsultant.com/2013/03/execute-workflow-using-javascript-in.html
https://community.dynamics.com/crm/f/117/t/143712.aspx
Hope this helps.
Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/
If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

Can't run workflows on CRM 2013

Hi guys,
We've encountered an issue on one of our CRM servers that we can't run any workflows - we immediately get an exception. Looking at the traces we get this:
>System.NullReferenceException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #53B90165: System.NullReferenceException: Object reference not set to an instance of an object.
> at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.ValidateRequestParameters(SdkRequestDescription requestDescription, OrganizationRequest request, IOrganizationContext context)
> at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, UserAuth userAuth, Guid targetUserId, OrganizationContext
context, Boolean returnResponse, Boolean checkAdminMode)
> at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.ExecuteRequest(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode)
> at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode)
Looks to me like there's some sort of internal error in the CRM, but I can't get any more information than that so it's pretty useless.
Can anyone assist with what's going wrong with this?

Hello,
have you got any custom workflow assembly registered on your CRM system? if yes then check to make sure it is not causing this failure.
one thing you could try is create new Draft workflow and see if system allows you to create new Draft workflow or not?
MayankP
My Blog
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Workflow for crm lead creation

Hi,
while creating the lead in crmd_order transaction. i need partnerfunction value in Business object repository. so i have created one subtype for that, then i created the attribute as a data dictonary field then system has asked to generate the code automatically wt is my doubt is is that the correct data system retrieves ( so any body give me the clarity that how to create the attributes and access the attributes in bor )

Hi,
I am not sure about Lead transaction but in general Partner Functions are maintained in IHPA table. You can get the Partners based on the object number for Lead. To fetch the correct Partner you need to know the Object number (OBJNR) and partner funtion (PARVW). You can have multiple values.
In your workflow,
1. Create and generate a subtype(Z-business object) for Lead business object BUS2000108 and deligate the same to standard business object. (as suggested by Saumya)
2. Create an attribute in the subtype. the attribute should be a VIRTUAL ATTRIBUTE.
3. Place the cursor on the attribute and click on program, it will generate some code.
4. between Get_property and End_property for your virtual field write the logic such that you get the object number from Lead tables and fetch partners from IHPA table and fill the final attribute using macros.
swc_set_element container <container Name> object-<Container name>.
4. Once the coding is completed, release the attribute and business object and generate subtype.
Now required Partners will be available in workflow.
Hope this helps you in resolving your issue. If you have any additional queries please feel free to reply to this tread.
Regards,
Gautham Paspala

How to migrate waiting stage workflows in ms crm 2015

Hi,
We are migrating the data from ms crm 2011 on-premise to ms crm 2015 on-line.
So how to migrate the ms crm 2011 on-premise waiting stage workflows to crm 2015 on-line?
Is there anyway to migrate these workflows or workaround? Please suggest
Its very urgent.
Thanks,
Yadav
Yadav

Hello Yadav,
If you want to migrate from CRM 2011 on premise to CRM 2015 online, unfortunately this is not possible in single step. You would have to first upgrade to CRM 2013 and then only you can upgarde to CRM 2015.
CRM 2011 -> CRM 2013 SP1 -> CRM 2015
Refer https://technet.microsoft.com/en-us/library/hh699673.aspx
For On Premise to Online migration, all customizations has to be exported through a solution. And if your database is big you need to plan your migration using a DM tool like scribe.
Now coming on to your original question, the answer is if you just migrate database, everything will be in same state as it was earlier in your old environment, and will continue the same way. The records for which workflow are in waiting state or in progress
will be resumed again automatically once the migration is completed, if you will stop "CRM Aynchronous Service" then all workflows will be in waiting state so when you will resume the service again then the system will resume those workflows again.
Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

Crm workflow

Hi,
Can any one send me the list of standard workflows in CRM and business objects in it.
Regards
Rose

Hi Sam,
If you wanted to know the workflows taking application as the filter criteria, use "Business Workflow Explorer " (SWDM) to check for the same.
Please close the thread if it answers your query and if not come up with more details.
Hope this helps.
Best Regards,
Saujanya

Workflow issue On CRM Web UI 7.0

Hi,
We have build a custom workflow,"Approve CRM order related billing request".Once the debit/credit memo is created and saved the workflow should get trigger and a workitem should be visible on the Worklist on Web UI.
The issue is the functionality work fine and I can see the workitem in SBWP (GUI),but not on Web UI.Is there any setting which am missing,to get the workitem to be displayed on Web UI.
Please provide some inputs.Points will be rewarded.
BR,
Zam.

Hi,
The following things you need to check in the system to make it working.
1. The Business partner should have the correct details e.g In Partner Role (Employee) details->Identification Tab-> Username.
2. Go to transaction se16-> table SWWWIHEAD check for the details with the correct Workflow template.
3. SPRO Workflow Web UI custoizings need to be checked.
SPRO-> SAP Reference IMG->CRM-> workflow->maintain standard settings.
--Vinamra.

Workflow in CRM

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