AgileXRM Documentation

Welcome to the AgileXRM documentation repository!

Please feel free to go to the GitHub repository and create an issue to discuss it.

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Topics currently in this repository’s scope:

Visit AgileXRM official site at https://www.agilexrm.com.
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AgileXRM Shape Reference: Get the detailed documentation of the functionality for each of the Shapes in AgileXRM
AgileDialogs Shape Reference Get the detailed documentation of the functionality for each of the Shapes in AgileDialogs
AgileDialogs Controls Reference Get the detailed documentation of the functionality for all available controls in AgileDialogs

How to assign AgileXRM user licenses
How to enable/disable a CDS entity/ task to execute AgileXRM process
How to define an email template
How to send process parameters
[How to execute an AgileXRM process against CDS entity]
[How to execute an AgileDialogs process against CDS entity]
[How to execute a standalone AgileXRM process]
[How to execute a standalone AgileDialogs process]
[How to create a new entity record with AgileXRM]
[How to get context information about entity (CrmBeID & CrmBeType)]
[How to show CDS data within AgileDialogs process]
[How to set image picture for existing CRM entity]
How to define different paths (Conditional activity)
How to define different paths (Conditional activity multiple)
[How to execute a remote service from AgileXRM/AgileDIalogs process (ASMX, WCF and REST)]
[How to transfer files from CDS]
[How to transfer files to CDS]
[How to create PDF files from Microsoft Word Template]
[How to make an AgileDialogs control required]
[How to show a file within AgileDIalogs]
[How to personalize AgileDialogs look & feel]
[How to … (all DialogsEngine API, same as javascript extensions document)]
[How to send an email using CRM mails]
[How to wait for CRM event]
[How to define milesstones]
[How to define a time limit for activity]
[How to … Aproval process with AgileXRM]