Monday 28 June 2021

Dynamics 365 CRM "Workflow Expansion" task

 You might see it fleetingly in the System Jobs, or less fleetingly if you end up with a "WorkflowExpansion" Failed job in the logs.

The best explanation for what this task is, even 12 years later, seems to be here:


https://cloudblogs.microsoft.com/dynamics365/no-audience/2009/06/24/microsoft-dynamics-crm-4-0-iworkflowcontext-interface/

To paraphrase:  It's the plug-in that's registered on an entity when you've got one or more asynchronous workflows that are triggered on changes to that entity, and it queries to find out which workflows should actually be run and runs them.

(I'm only looking because we've got some failed entries in the logs.  I guess that means that any workflows that should have been run for the related entity based on that update.... haven't been.)

Thursday 28 January 2021

SSRS with Dynamics 365 / CRM and multi value parameters not setting their defaults correctly

Scenario:

(Search keywords:  SSRS multi-value-parameter hard-coded values default value FetchXML CRM)

I've created a multi value parameter and manually entered lots of labels/values.

I've gone to the default tab and picked on one of the values.

Copied the changed report up to the CRM using the XRMToolbox ReportSync tool.

Run the report - the default(s) aren't as wished (or in my case didn't seem to have worked at all) so I changed them, re-pushed, and they still don't work.

Issue:  A little exploratory testing seemed to indicate that the CRM isn't paying any attention to changes in the default value(s) when I push the new version of the report up.  (Note that I'm not doing a publish all because there are other users on the system - not sure if that would have made a difference.)

Solution:  Or one, and easy in my case because I'm trying to get the parameter defaults sorted before I've actually used it anywhere:  Change the parameter name and re-push.  (Then change it back again if you want.)  

[There might be other solutions like changing some of the values - not sure.]