Hi
With CRM 2016 Online (I dont have on-premise instance so cannot confirm this for on-premise) has introduced set of pre-built actions that can be called from Workflow.
Following is list of these actions. I am not able to find any documentation as what functionality does each of these actions server. Please let us know if any of you have came across such documents.
| List of Actions in Workflow Designer |
| Accept Proposed Booking |
| AcceptTeamRecommendation |
| Add Invoice Line Details |
| Apply work template |
| Approval Status Approve |
| Approval Status Reject |
| AssignGenericResource |
| AutoGenerateProjectTeam |
| BulkCreatePredecessorsForTask |
| BulkDeletePredecessorsForTask |
| CloseAllOpportunityQuotes |
| CloseQuoteAsLost |
| CloseQuoteAsWon |
| CompleteResourceRequest |
| Copy Project |
| Copy Related Project Entities From Template |
| Copy WBS To Project |
| Create Contract Line Details From Estimate |
| Create Contract Specific Price List |
| CreateEstimateLines |
| CreateEstimatesForProjectTask |
| CreateExtensionRequirement |
| Create Quote From Opportunity |
| Create Quote Line Details From Estimate |
| Create Quote Specific Price List |
| Create Request From Requirement |
| Create Task Based Estimates For Project |
| Create Template From Project |
| DeleteEstimateLines |
| DeleteEstimatesForProjectTask |
| ExpenseApproveAction |
| ExpenseEntriesApprove |
| ExpenseEntriesPendingApproval |
| ExpenseEntriesRecall |
| ExpenseEntriesReject |
| ExpenseEntriesSubmit |
| ExpenseRejectAction |
| ExpenseSubmitAction |
| ExportActual |
| FetchProjectCalendarWorkHours |
| Field Service - System Action |
| Generate Contract Line Invoice Schedule |
| Generate Contract Line Schedule Of Values |
| Generate QuoteLine Invoice Schedule |
| Generate Quote Line Schedule Of Values |
| GetBookingDetailsByResource |
| GetCollectionData |
| GetContractLineChargeability |
| GetDataForContractPerformance |
| GetDataForRadialGauge |
| GetGenericResourceDetails |
| GetMyChangedSkills |
| GetPrice |
| GetProjectCoparticipation |
| GetProjectCurrencies |
| GetProjectDetails |
| Get Project Map For Contract Line |
| Get Project Map For Quote Line |
| GetProjects |
| GetProjectsForContract |
| GetProjectsForQuote |
| Get Project Task Categories |
| GetQuoteLineChargeability |
| Get Resource Availability |
| GetResourceAvailabilitySummary |
| GetResourceBookingByProject |
| Get Resource Demand TimeLine |
| GetTimelineData |
| GetTransactionUnitPrices |
| IndentWBSTask |
| Invoice Paid |
| Invoice Recalculate |
| IsProjectTemplatesView |
| JoinProjectTeam |
| Load Fact Table (Estimate) |
| LogFindWorkEvent |
| MoveDownWBSTask |
| MoveUpWBSTask |
| New Invoice (Contract) |
| OutdentWBSTask |
| Post Invoice |
| Post Journal |
| Project Team Member Sign-Up Process |
| ReadEstimateLines |
| RecommendWork |
| Reject Proposed Booking |
| ResAssignResourcesForTask |
| ResGetResourceDetail |
| Resource Assignment Detail Update |
| ResourceReservationCancel |
| ResourceUtilization |
| ResourceUtilizationChart |
| SetDefaultRole |
| TimeEntriesApprove |
| TimeEntriesCopyPaste |
| TimeEntriesPaste |
| TimeEntriesPendingApproval |
| TimeEntriesRecall |
| TimeEntriesReject |
| TimeEntriesSubmit |
| UpdateAllEstimatesForProject |
| UpdateChangedSkills |
| UpdateEstimateLines |
| Update Project Task |
| Update Remaining Resource Requirement |
| SetProcess |
| SetWordTemplate |
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