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Debug Workflow Activities

Because custom workflow extensions are .NET Framework assemblies you can debug them using methods very similar to how you debug plug-ins.

Use the Plug-in Registration Tool

The Plug-in Registration Tool (PRT) is one of the tools you can download from NuGet. More information: Dataverse development tools.

Once you have downloaded the PRT, click the PluginRegistration.exe to run it.

Install Profiler

From the PRT you can install the Plug-in profiler solution by clicking the Install Profiler button.

The install profiler button in the plug-in registration tool.

This solution add the capability to capture the context that is passed to your workflow activity and enables replay that you can use to debug the logic in your code locally using Visual Studio.

When the Plug-in profiler is installed for your Microsoft Dataverse instance, you will see it in the PRT at the bottom of the list of Registered Plugins & Custom Workflow Activities.

Plug-in Profiler in the Plug-in Registration Tool.

Profile a workflow activity

To profile a workflow activity, right-click on the Plug-in Profiler and select Start Profiling Workflow.

Start Profiling Workflow.

This will open the Profiler Settings dialog which will provide the following options:

profiler settings dialog.

Field Description
Workflow Select the Workflow that contains the workflow activity you want to debug.
Steps Select the specific steps within that workflow that you want to debug.
Specify profile storage We recommend that you choose Persist to Entity.
Set profiler settings If your are working with a system where the workflow is being executed frequently, you can reduce performance impact by choosing to limit the number of profiles that are captured.
Include secure configuration This provides the option to avoid seeing potentially sensitive data that may be passed as secure configuration.

Click OK to save your settings.

Note

At the time of this writing you may see the following error:

Error when setting workflow activity profiler settings.

The details of this error will include the message: Automatic workflow cannot be published if no activation parameters have been specified.

The profile settings are successfully saved. This error occurs because the process of profiling a custom workflow activity will create a copy of the workflow and will disable both the original workflow and the copy. You will need to re-configure the profiled copy and activate it to capture a profile. See the following steps for more information.

Capture a profile

When a profile for workflow containing a custom workflow activity is configured, a copy of the original workflow is created and it will have the text (Profiled) appended to the name. Both the original and the copy of the workflows are deactivated.

Note

Unless you are working in the system Default solution, you may not see the copied workflow because it is added to that solution. To view the copied workflow in the solution you are working in, you need to click Add Existing and add this copy to your solution.

The deactivated workflows should look like this:

Copied workflow in solution explorer.

When the workflow is copied, some of the configuration is lost. If you try to activate the copied workflow, you will get the following error: An automatic process cannot be activated if no activation parameters have been specified. Add activation parameters, and then activate. ...

This means you have to re-configure the Start when properties of the workflow. In this case, we want to set the workflow to start when the Account Name field changes:

Start when field changes setting.

Click the Select button to choose the Account Name field.

Start when field changes setting field select dialog.

The copied profile workflow will also be changed to a background (asynchronous) workflow. It will be easier to test a real-time (synchronous) workflow, so in the menu bar click Convert to a real-time workflow.

Save the copied profile workflow and activate it.

In an app connected to your Dataverse instance, or by using the web services, update the Account Name value of an account entity. This will capture an instance of the context passed to your custom workflow activity and persist it as a profile record in the system.

Tip

If your workflow is asynchronous, make sure that it completes before moving on to the next step. Go to Settings > System Jobs and verify that the workflow succeeded.

Stop profiling

After you have captured the profile you need to debug, you should stop profiling the plug-in.

To stop profiling, unregister the workflow using the PRT.

Stop profiling workflow.

This will delete the copy of the workflow that was made.

Important

The workflow that was copied will still be deactivated. You will need to manually reactivate it if you want it to be applied.

Debug your assembly

  1. In the PRT, click Replay Plug-in execution.

  2. In the Replay Plug-in Execution dialog, on the Setup tab, click the download button to select a Profile.

    Replay Plug-in Execution dialog.

    Note

    The Unsecure Configuration, Secure Configuration, and Settings tabs are not used for workflow activity debugging. They are only used for Plug-ins.

  3. In the Select Profile from CRM dialog, choose the most recent profile that represents the one you just generated.

    Select the profile you just generated.

    Note

    You can manage captured profiles in the Dynamics 365 - custom web application by navigating to Settings > Extensions > Plug-in Profiles.

  4. Click Select to close the dialog.

  5. In the Assembly Location field, click the ellipses (...) button to add the location of the assembly that contains the workflow activity you are debugging.

  6. Open your Workflow Activity project in Visual Studio.

  7. Add a breakpoint to a line within the Execute method of your workflow activity.

    Set a breakpoint.

  8. From the Debug menu, select Attach to Process....

  9. Look for the process for PluginRegistration.exe.

    Tip

    The search filter will help you find this faster. The Process Id (PID) assigned to the process will be different for each session. The PID is shown in the Replay Plug-in Execution dialog under Plug-in Traces.

    Visual Studio attach to process dialog.

  10. Click Attach to attach your Visual Studio debugger to the PRT application that will run the process replay.

  11. In the PRT Replay Plug-in Execution dialog, click the Start Execution button.

You should now be able to step through your code and debug your workflow activity using Visual Studio.

More information

Debug Plug-ins
Tutorial: Debug a plug-in