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
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)
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)
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)
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