Implementing Custom Actions in Dynamics 365 CRM

Scenario: Loan Application Approval Process (Banking CRM)

Business Requirement:

When a loan application is submitted and reviewed, a Loan Officer should be able to approve it using a single click (from a model-driven app, portal, or Power Automate)

The approval process should be as below:

• Validate that all required documents are uploaded
• Create a Loan Record (from the Loan Application)
• Send approval notification to the customer
• Update application status to “Approved”

This Action should be reusable across:

• Plugin
• Power Automate
• Web API (external system)
• JavaScript (custom button)

Step 1: Create the Custom Action

• Go to Power Apps → Solutions
• Click New → Automation → Process
• Choose:

Category: Action

Entity: Loan Application

Name: ApproveLoanApplication

• Click Create

Step 2: Add Input Parameters

Inside the Action:

• Click + Add Input
• Add:

LoanApplicationId → EntityReference → Entity: Loan Application

Approved By → String (name of officer or GUID if needed)

Step 3: Add Steps (Workflow Logic)

1. Validate Documents:

• All required documents (like ID Proof, Income Proof) must be uploaded (you may use child entity count check or plugin).

2. Create Loan Record:

Create a new record in Loan entity:

• Set Customer = From Application
• Amount = From Application
• Term = From Application
• Application ID = Lookup to Loan Application

3. Send Notification to Customer:

Create an Email:

• To: Customer’s Email
• Subject: Loan Approved
• Body: “Dear Vamshi, your loan has been approved…”

4. Update Loan Application:

• Set Status = Approved
• Set Approval Date = Now
• Set ApprovedBy = Input parameter

Step 4: Save and Activate the Action

• Click Save
• Click Activate

Now your ApproveLoanApplication action is ready to use.

Step 5: Call the Action from Anywhere(Plugins, Power Automate, JavaScript, External Web API)

1. Plugin:

2. Power Automate:

• Use “Perform a bound action”
• Select Entity: Loan Application
• Action Name: ApproveLoanApplication
• Provide input parameters

3. JavaScript: