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Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

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Actions

Actions are a special type of process in Dynamics CRM. They were introduced with Dynamics CRM 2013, and are used to define custom messages. Actions are used to add new functionality to the organization web service or to combine multiple organization web service message requests into a single one.

The basic actions in most systems are defined by verbs such as create, update, and delete. CRM systems add assign to this list. Through actions, we can define additional functionalities like escalate, approve, schedule, route, and so on. By combining processes based on the core actions, system customizers can create new actions for specific business needs.

Actions are defined by implementing workflows. The action workflows are registered in the ...

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