When to trigger plugin or workflow on Survey Response Voice of Customer

Voice of Customer (VoC) is a excellent tool for survey editor right in CRM, though it still lacks some nice to have functionalities. I'm not going to discuss about VoC in this post. Survey Response is a entity collecting all Answers for Questions in the Survey. When user submits the survey, Survey Response and Answers … Continue reading When to trigger plugin or workflow on Survey Response Voice of Customer →

Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled

I encountered a weird case when trying to set record status reason to default value on creation of the record in CRM Workflow with Status Transition Rules enabled in the entity configuration. I'll replicate the case and implement a workaround in my trial CRM Online instance. Let's say we need to track payments from customers. … Continue reading Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled →

Set default value to a Prompt and Response step from a Currency (Money) field

You may know that Dialog Process is deprecated, but I've kept bumping into it recently with past projects. Today I have a request to set default value to a Prompt and Response step with value from a Currency field. It should be easy as I first thought but it isn't. In the Prompt and Response … Continue reading Set default value to a Prompt and Response step from a Currency (Money) field →

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 😆 →