Dynamics CRM 2013 – Client API’s to interact with Business Process Flows

While implementing Business Process flows for our customers, how I wished for if Microsoft had provided Client API’s to deal with the Business Process Stages. How easily I could have implemented some of the requirements that customers asked me regarding Business Process flows. I am sure that many of you have wished if we could control the next and previous stage movements but sadly even with 2013 SP1 release, there is no client API provided. Although Microsoft is coming up with very efficient client API to deal with business process flows, but my customers has recently upgraded to 2013 and they don’t want to shift to 2015 now.

So I decided to put all the workarounds I made during my customer implementations and put that in a jScript library so that others can just refer & use it during their development. I have published the library in codeplex. The tool is available for download at the following codeplex URL:

http://businessprocessclientapi.codeplex.com/

Till you upgrade to 2015 version, you can use it for your purpose. It does whole lot of stuffs which include

  • Register you own custom event handlers when Next Stage and Previous stage is clicked in the business process flow.
  • Collection of all the stages in the business process flow with their following properties
    • Name of the stage
    • Is it currently the active stage
    • Is it currently the selected stage
    • The index (sequence number) of the stage
  • The stage which is currently active in the business process flow
  • The stage which is currently selected in the business process flow
  • Active stage id
  • Active process id

And whole lot of other functionalities!

Please note: This tool utilizes jQuery to achieve its functionalities. However their is no major manipulation of DOM elements done by this tool as such. So you can try it out safely for your organizations. I have tested this tool with CRM 2013 SP1 version and it works fine.

 

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Hope this helps!

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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