Microsoft Dynamics CRM - Create, Test, Deploy a Workflow

-

1.1.1.    Add new workflow in DEV/TST

1.1.2.    MS CRM User Interface represents Workflow in serialized format.  Add each step and label each with corresponding step number in Process Flow Diagram. 

1.1.3.    Publish Workflow in DEV/TST and test each scenario as admin first, then as users with appropriate security roles.  Business to confirm each scenario ends as process flow indicates.

1.1.4.    After testing completed successfully and agreed to by the business, temporarily un-publish workflow for Export.

1.1.5.    Export CRM Customizations (or just the Workflow) and check into Source Control.

1.1.6.    Publish workflow again after Export complete to resume functionality in  DEV/TST.

1.1.7.    Steps to deploy on Release Outage:

1.1.7.1. Import Customizations from Source Control into PROD Environment

1.1.7.2. Go To Settings > Workflows and open (double click) on new workflow

1.1.7.3. Edit each child step where ‘red circle with white x’ appears, you must remove references to lookups from prior environment.  Update the step by referring to values from PROD environment (re-associate to lookup of same value) and save.

1.1.7.4. When all errors eliminated, Save and Close workflow.

1.1.7.5. Publish Workflow.

Comments

Post a Comment

Popular posts from this blog

Cloud Computing Technology Assessment

-
Image
Table Of Contents   Introduction Definition of Cloud Computing Cloud Computing Service Models Cloud Computing Deployment Models Why Cloud Computing? Benefits and Drawbacks of Cloud Computing Survey Results on Cloud Computing Microsoft Office 365 and Windows Azure Cloud Model   Preface By the word "Cloud" in technology term, we mean an online service through which we can get access to the contents as well as functionality any time and from anywhere. It is a real shift in computing mindset. The main shift is to move from "Software as a Product" concept to "Software as a Service" concept. Cloud computing is gaining popularity for its ease of access and worry free maintenance. But, there are lots of concerns about the Legal aspects of putting sensitive and confidential information into the grip of third party cloud service providers or online hackers. Industries are also thinking of TCO (Total Cost of Ownership), the Speed and Avai
Read more

Database Testing With DBUnit

-
Image
DBUnit is an Open Source Database Testing Framework which was created by Manuel Laflamme. DBUnit is a Database Unit Testing Framework to Test Database Driven Classes, Procedures or Functions. NUnit, MVC .NET/Visual Studio testing platforms can be used to build a standard unit test suite. Developer should create a dataset, defined within an XML file, and then extends one of a number of parent classes to inherit pre-defined functionality in order to use the framework. An IDbConnection implementation to connect to the database, then DbUnit.NET can be used to test the data access code. Following Operations can be performed using DBUnit: UPDATE TRUNCATE INSERT REFRESH DELETE CLEAN_INSERT DELETE_ALL NONE Other Operations: Composite Operation Transaction Operation Identity Insert Operation DBUnit Support Databases: OracleDatabase MsSQL MySQL IbmDB2 IbmInformix H2 HypersonicSQL PostgreSQL SybaseSQL InterBase OpenBase8 SapDB/MaxDB Derby FrontBase HOW TO WRITE A DBUnit TEST CASE ? To create a
Read more

Data Science, Big Data & Microsoft Machine Learning

-
Image
Preface Data is seemingly controlling us and everything around us in many ways. Big data is more prevalent in our daily life more than what we think. Business Intelligence has become integral part for effective decision making. Data Science, Artificial Intelligence (AI) and Big Data Analysis has been playing pivotal role in the digital transformation processes. Current industry trend is to assess data behaviour and build knowledge libraries. Industires are dealing with billions of micro devices that are connected to the control hub and emitting time series data continuously. These devices need to be connected to the central data pipeline and thus predict or prescribe device's health, availability and possible failure points. To connect billions of devices into corporate data pipeline, we need to have Big Data repositories. This is where IoT concept kicks in. Dr. Williams, Director of MIT described a world, where "things" (devices or sensors) are con
Read more