How to Create a Dynamics CRM Solution – Emailing Individual Team Members in CRM

This is going to be a rather complex technical article covering how to create the custom workflow step required to email all individual users in a team. This is useful for support desks or situations where you can’t or don’t want to directly email the team.

I’ll try my best to simplify this topic enough so that an individual with little to no prior experience should be able to follow it, however, if you just need to implement the functionality quickly and don’t mind paying for it I believe there are some companies or solutions online which may do this.

If you’re just wanting the code itself then check out my GitHub project – https://github.com/ShaunWilkinson/CreateActivityPartyFromString

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Dynamics – How to Setup Plugin Tracing in Custom Workflow Steps C#

This is likely a side-effect of me being rather new to coding in C# and coding CRM solutions however I came across an issue in that I needed to create some tracing on a plugin however I couldn’t add it as a parameter of the Execute function.

I’ll cover two ways to enable tracing within a custom plugin, the standard way which everyone suggests and a workaround which I used –

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Dynamics – C# Input/Output Parameters Cheat Sheet

I’ve been doing some work on expanding Dynamics in order to create a solution capable of scheduling automatic reporting to email addresses recently (a very interesting subject) and found it difficult to find a complete list of input parameters for use in my custom workflow step.

Below I’ve included all the examples I’ve found –

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