Update\Get Multiselect Optionsets in Workflow | New Workflow Tools Solution from Microsoft

Hello Guys ,

I would like to share a Solution details which can perform multiple operations like Get Multi select Field values or Set Values to Multi-select Fields and much more using Out Of Box workflows without the need to write code in Dynamics 365 CRM Application.

This might be a good news for functional consultants working on Dynamics CRM. Now we can Get ,Set and Map Multiselect Optionset values in Workflows by below approach without the need to write any code.

What Else ?

Not only Multi-select you can perform multiple Actions as mentioned below just by installing one solution from Microsoft AppSource  :

The operations this solution can performed are mentioned as below :

1.  Delete Record Audit History

2. Apply Routing Rules

3. Query Values Step

4. Share Record With Team

5. Share Record With User

6.  Unshare Record With Team

7. Unshare Record With User

8. Check User is in Role

9. Add To Marketing List

10. Remove From Marketing

11. Rollup Functions

12. Add Role To User

13. Qualify Lead

14. Send Email From Template To Users In

15. Get Multi Select Option Set 

16. Map Multi Select Option Set

17. Set Multi Select Option Set

How to perform above all mentioned actions using Workflow ?

Answer for it is follow the below mentioned steps in order to achieve the same:

1. Download\Install  Dynamics 365 Workflow Tools  solution in your respective Org by downloading it from Microsoft App Source ( this tool is available free of cost in Microsoft Market Place\App Source )

i)                    If you are not aware how to install it , you can check with Devops team \respective Project managers regarding same in order to install it in your org.

2. Once the solution is Installed , you can verify it in Solutions page as shown below :

Now , you can create a workflow and try to perform operations like Setting Multiselect by following below approach in Workflow :

                                      

3. Set Multiselect Optionset :

i)                    Once you have selected Set Multiselect Optionset , your step will show as below in Workflow Configuration page

ii)                   Click on Set Properties and set as mentioned in screenshot below (For Testing ,  I am setting Contact Type Multiselect value to specific option value) :

                                

·       Target Record URL: URL of the record to be updated.

·       Attribute Name: logical name of the attribute to be updated.

·       Attribute Values: option set values to be set.

iii)                 Save the workflow and it should update Multiselect based on set value