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    If you find your CRM workflow is debugging, the following tutorial might help. A CRM workflow is a series or set of steps required to complete a business process, such as completing a transaction or responding to a customer request. You can think of a CRM workflow as a series of dominoes that you need to knock down in order to get an initial trigger that produces the desired outcome.

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    In This Article

    Since the custom workflow extensions turned out to be .NET Framework assemblies, debug them using techniques very similar to plugins.

    The Plugin Registration Tool (PRT) is among most of the tools that can be downloaded from NuGet. More information: Download NuGet Tools .

    After downloading PRT, just click PluginRegistration.exe to run it.

    Install The Profiler

    debug a crm workflow

    From PRT, you can install a new solution profiler plug-in by clicking the Install Current Profiler button.

    This solution adds that it captures the context of the idea that is passed in your move workflow and provides the rendering needed for the lockflax debugging of code logic using Visual Studio.

    If the plugin is installed on your Microsoft Dataverse instance, you can see it in the PRT available at the bottom of the list for registered plugins and custom workflow actions. A

    Workflow Profile

    To profile a workflow action, right-click the plug-in profiler and find ‘Start profiling workflow”. Select a workflow or custom action that contains the desired debug-related workflow action. Pick specific steps that would normally require a workflow or custom action for the whole family to debug.

    To profile a workflow activity, right-click the plug-in profiler and select Start Profiling Workflow.

    Step 1. Record your action using the recording plugin. Step 2: In the plugin registration tool, click Install Profiler. Step 3: Click on the “Start Profiling” idea in the plugin registration tool. Follow the step: now invoke the action with JavaScript.

    This will certainly open the Profiler Settings dialog box, which has the following parameters:

    field Description
    Workflow Select some of the workflows or custom actions if the action includes a workflow that you want to debug.
    steps Select the specific custom workflow steps or activities that you want to debug most often.
    Specify memory for profile representatives We, you choose “Persist in Entity”.
    Define Set profiler options If you have a system where workflows run frequently, you can reduce the performance impact by limiting the number of profiles captured by the idea.
    Enable Secure Configuration This provides a procedure to avoid displaying potentially sensitive data that could be passed for secure configuration.

    Save Profile

    When you customize data for a workflow that contains a custom workflow action, a copy of the original workflow is created, or a written (profiled) is appended to the name. Your original and a copy of your workflows are deactivated.

    If the workflow is still copied, some configuration settings will be lost. If you try to run the copied workflow, you will receive the following error: The automatic process cannot be activated if the account activation option is not specified. Add initial settings, then activate. ...

    Sothis way, you will need to reconfigure the start properties of the workflow. In this case, we want to define a workflow that will run when most of the account field names change:

    The workflow of the copied assortment is also modified by the background (asynchronous) workflow. It is designed to make it easier to test any (synchronous) real-time workflow. Therefore, click Convert to Another Live Workflow in the insert bar.

    Update the value of the corporate account name in an app connected to your good Dataverse instance or using a web service. This grabs an instance of our own context, which is passed into your custom workflow actions, and stores it as another recording profile on the system.

    End Of Profile Creation

    Now that your company has a profile that everyone needs to debug, you need to remove the profiling plugin.

    This will delete a copy of the accidentally created worker pprocess.

    Debug Your Build

    1. Just click the PRT on Run Replay plugin.

    2. In the Launch Platen Play Plug-in dialog box, click the download button to name the profile.

      Note

      The Unsecured Configuration, Security and Configuration and Preferences tabs were not previously used to debug workflow actions. They can only be used for plugins.

    3. In the Select Profile in CRM dialog box, select the most recent profile that uniquely represents the one you just created. May

      debug a crm workflow

      Note

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      You manage profiles recorded in Dynamics 365 – Custom Web App by going to Settings> Extensions> Plugin Profiles.

    4. Click Select to close the new dialog box.

    5. In the Mount Location field, simply click the ellipsis (…) button to add our own location to an assembly whose workflow has the action you’ve always debugged.

    6. Open the action project pworkflow in Visual Studio.

    7. Add a breakpoint a on the line in the Execute method of your own workflow action.

    8. On the Debug menu, choose to attach a process to ….

    9. Find the entire process for PluginRegistration.exe .

      Tip

      The search filter tells you that you can find it faster. The Process ID (PID) assigned to a treatment is different for each workout. The PID is displayed in this launcher replay plugin dialog box below the trace module.

    10. Click Attach to attach the Visual Studio debugger to the running PRT installation and replay the job.

    11. In the Run PRT Replay Plug-in dialog box, click Run on the Start button.

    You can now use Visual Studio to go outside of your workflow and fix bugs.

    Additional Information

    • Article
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    At the time of writing, you are indeed seeing the following error:

    Details of this error can be found in the email: The automatic workflow could not be published if you find that an activation parameter was not specified.

    Profile settings have been saved successfully. This error occurs because current profiling of a custom workflow action can create a copy of the workflows and disable both the breakthrough workflow and the copy. You will need to readjust and activate contour mimicry to get the best profile possible. See Recommendations below for more information.

    If you are not running the default system solution, the copied workflow may not appear as it will be added to this solution. To see the workflows copied to the solution you are navigating to, you must click Add Existing and add this copy to your solution.

    Run the plug-in registration tool as administrator.Login to your CRM institute using the plugin registration tool.Record the main activity of your custom workflow.Create a workflow for CRM that will trigger your custom workflow action.

    If your workflow is typically asynchronous, make sure it is complete before moving on to the next task. Go to Settings> System Tasks and check if the workflow was successful.

    The copied workflow remains disabled. You have to manually re-enable it if you want to use it.

    The Unsecured Configuration, Security and Configuration and Preferences tabs are not used for debugging workflow procedures. Are they only used for plugins?

    You can manage the profiles saved in these custom Dynamics 365 web apps by going to> Extensions> Plugin Profiles in Settings. Research

    The filter will help you find it faster. The process identifier (PID) assigned to the process in question is different for all sessions. The PID is displayed as a trace plugin during the playback plugin run dialog.

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