Retrieve Record using Alternate Keys

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 →

Sync Office 365 User Photos to CRM Users with Flow

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 →

“Record is unavailable” error when publishing solution

Problem When publishing unmanaged solution, this error shows up Record Is Unavailable The requested record was not found or you do not have sufficient permissions to view it. Although you have system admin role. Even worse, the download error log button is disabled and you can't find out which component causing the error. Solution Clearly … Continue reading “Record is unavailable” error when publishing solution →

Introducing Deduplicator for XrmToolBox

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 →

Field Restriction in Alternate Keys

Alternate keys is a useful functionality introduced from CRM 2016. It allows you specify one or more fields to be an alternate key and use it to identify a record instead of using GUID. This is extremely helpful when you work with data migration and/or data integration between systems. More about Altenate Keys here. Only … Continue reading Field Restriction in Alternate Keys →

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) →