Update Custom Entities in MS CRM 4.0 via Custom Workflow

Question

I have created a custom entity in MS CRM 4.0 and am trying to update a couple of the attributes via a custom worflow in .Net. I have read through several of the forums and blog posts and am still confused on how to access the custom entity and update some of their attributes.

I created a custom entity to replace how CRM was doing allotments as our company has some specific business rules that CRM wasn't doing. When a task is completed on an incident I want to update an attribute in the custom entity with the task duration. Any help would be greatly appreciated.

Thanks

Answer 1

When using the CRM web service in a custom workflow, you'll need to use DynamicEntity objects. The workflow context webservice is just an ICrmService so it doesn't know about your specific customizations. There's a pretty sample here: http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity

I imagine you could also add the CRM web services as a web reference to your workflow project. Then you'd have strongly types objects for your custom entities. I've never done this for my custom workflows, but it works for other custom apps accessing CRM.