This has been developed by Aiden Kaskela – he writes about it in his own blog /page https://kaskelasolutions.com/ and from there you will be able to see a link to download it.

In summary his solution will provide the functionality below (although more items may have been added after writing this)

  • Assign – Get Owner by Query
  • Audit – Get Last Update
  • Audit – Get Recent Updates
  • Date – Add or Subtract
  • Date – Build Date From Parts
  • Date – Convert to Custom Text
  • Date – Get Date Components
  • Documents – Rename File
  • Emails – Add Recipients from Query
  • Emails – Attach Document
  • Emails – Attach Multiple Documents
  • Emails – Send a Draft Email
  • Math – Analyze Data Set
  • Math – Determine Ratio
  • Query – Get Results
  • Query – Run Workflow on Results
  • Relationship – Associate From Query
  • Relationship – Disassociate All
  • Sales – Add Line Item
  • Sales – Convert Order to Invoice
  • Sales – Convert Quote (Won) to Order
  • Sales – Remove Line
  • ItemsWorkflow – Get Metadata

Ultimate Workflow Toolkit – Andrew Butenko – D365 Life without code

To go back to my ‘index of workflow tools’ have a look at my blog which can be found here