CREATING CUSTOM WORKFLOW ACTIVITIES (WORKFLOW EXTENSIONS) IN DYNAMICS 365 AND POWERAPPS

 In this post, we will create a new Custom Workflow Activity, or Workflow Extension, which allow us to call custom code from workflows in Dynamics 365 and PowerApps.

First, let’s look at how these are used.

Log into your org and go to Settings->Processes:

Let’s create a new workflow with the following. Set name = Test Workflow, Category = Workflow and Entity = Account, then click OK:

Under Add Step, in my system there are several steps that are “custom”, i.e. not out of the box that can be added to workflows. These are custom workflow activities, and are useful for running code in a workflow where an out of the box step is not available:

Let’s go through building one of these.

Let’s write a custom workflow activiti that, when the address city of an account is NYC, we will set the state to New York.