It's on! We are having Power Platform Happy Hour in Ho Chi Minh city. Feel free to join us and Ask - Connect - Share! Saturday 18th May 10AM The Open Space Coffee - 232/13 Vo Thi Sau, ward 7, district 3, HCMC https://goo.gl/maps/jH1wX7Lbgaj5R9is5 #PPHH #HCMC #PowerPlatform #Dynamics365 #MicrosoftFlow #PowerApps #PowerBI
Instead of retrieve a single record using Entity IOrganizationService.Retrieve(string entityName, Guid id, ColumnSet columnSet); You can easily retrieve the record using its alternate keys if you don't have the id in advance: var keys = new KeyAttributeCollection { { "new_parent", parentRef.Id }, { "new_code", "code01" } }; var request = new RetrieveRequest { ColumnSet = … Continue reading Retrieve Record using Alternate Keys
I encountered this error when trying to export the solution from Dev environment. There was little information in the exception or the log file, but I could guess that something had been deleted and it didn't update the MetadataCache (or the solution) somehow. After googling, I found the solution is to delete the attribute/component from … Continue reading The attribute with AttributeId = ‘guid’ was not found in the MetadataCache
Background I got a requirement that the client needs user profile photos in Office 365 to be synced to CRM Users. It is Dynamics 365 CE Online, and users don't change profile photo often. There is no OOB way to achieve it so I need to develop custom synchronization. The workflow First of all, I … Continue reading Sync Office 365 User Photos to CRM Users with Flow
Have you encountered these limitations when working with Duplicate Detection functionalities in Dynamics 365? You can include only 450 characters in the matchcode. Either change or delete rule conditions to reduce the number of characters included, and then try again. Bulk Detect Duplicate Limit Exceeded. The Bulk Duplicate Detection job cannot detect more than 5000 … Continue reading Introducing Deduplicator for XrmToolBox
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
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)
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
Dynamics CRM Experience 