QueryExpression Filter Lookup by Name instead of ID Dynamics CRM 2016

This post is originally posted here. In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most … Continue reading QueryExpression Filter Lookup by Name instead of ID Dynamics CRM 2016

Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 3)

Today I will show you how we can put the Flow we created in the previous part into action. You should complete the workflow to Generate a Word document from a template in this post before we can proceed. Our goal is to convert the Word document to a PDF document and attach it to a … Continue reading Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 3)

Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 2)

I discussed about advantages and disadvantages of different approaches in part 1. I'll cover how we can achieve our goal with Flow in this part. We have setup the workflow to generate Word document in this post. Now we need to create to convert the Word document to PDF document and attach the PDF to … Continue reading Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 2)

Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 1)

Converting a Word document to PDF document is a common need in organizations, however, I found it quite complicated to achieve in CRM/D365CE Online. Luckily, there is a light of hope at the end of the tunnel. Requirement When a record is created, a PDF document is generated automatically with user input data and attached to … Continue reading Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 1)

Bring some colors to CRM boring UI with Emojis 😆

Instead of implementing a complicated solution to show images in the List view or Form, you can use emojis if you just want simple images for indicators or color coding records. Below I'm adding some refresher for Opportunity list view and form The emoticons are actually characters so you can use them anywhere you see … Continue reading Bring some colors to CRM boring UI with Emojis 😆

Using Document Generation with SetWordTemplate Action in Workflow in Dynamics 365

The process of generating documents (Word or Excel) is made easy using One Click Document Generation released from Dynamics CRM 2016. And you want to make it even easier by implementing automation with SetWordTemplate action in Workflow. And you may encounter some errors while working with. I'll show you how to resolve them in this … Continue reading Using Document Generation with SetWordTemplate Action in Workflow in Dynamics 365

Download Developer Guide for Dynamics 365 Customer Engagement

Following my previous post about the issue with CRM v9 connection, I will cover another issue in v9 that you may encounter which is downloading the new CRM SDK. Starting from version 9.0, the familiar CRM SDK is renamed to Developer Guide. There are a lot of updates to it also: New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/ New name: … Continue reading Download Developer Guide for Dynamics 365 Customer Engagement