As we all know, the Q2 release of CRM 2011 is just around the corner. There are lots of blogs detailing the new cool items such as cross browser support, mobility, and social. Here’s one blog on the cross browser support if you haven’t seen it yet.
However, one other big item that has not had a lot of press will be the ability to extend out of the box workflows in CRM Online. Why is this super neat? Well, it will allow developers to create custom workflow steps. Once these steps are created they can be used in any workflow. Anyone can then use these new steps without additional custom code as if they were already part of the out of the box workflows. Since we have had this ability with on premises crm environments for a while, there is quite a bit already developed.
For example, in codeplex, here are 3 workflows extensions that are extremely useful:
· http://crm2011workflowutils.codeplex.com/Delete records, share records, quality a lead.
· http://workflowfieldlookup.codeplex.com/
Field Lookup extensions
· http://manipulationlibrary.codeplex.com/Additional functionality such as calculator
Interested in building your own workflow extension? Start by downloading the crm SDK and looking at the sample. There is also plenty of resources online. Here is a great blog with the code for on such workflow extension.
And last, but certainly not least, please keep in mind that there are certain NON-SDK customizations that will break with R8. These are customization utilizing methods not listed in the sdk. Please see Resolve Breaking Scripts When Upgrading to R8 blog.
So checkout the above solutions and get ready for R8…...it is just around the corner.
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