Category Archives: Workflows

Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email Send and Receive Events

Introduction Recently, we were working on a customer requirement that required us to handle two specific scenarios: creating a phone call activity when an email is sent and creating an appointment upon receiving an email. We tried two approaches to meet this requirement. The first approach was to create a single workflow called “SendReceivedEmail” that… Read More: Workflow Automation in Dynamics 365 CRM: Triggering Actions on Email… »

How to use a custom API as a step in Dynamics 365 CRM Workflows

Introduction: Microsoft recently introduced us to the Custom API feature which is a new way of creating custom actions in Dynamics 365 CRM as seen in our previous blog. However, while writing the previous blog, there wasn’t any way of using this custom API in workflows. But recently, we did see an approach to make… Read More: How to use a custom API as a step in… »

How to restrict user from executing On Demand Flow/Workflow

workflow

Introduction In Dynamics 365 CRM, we can create On Demand Flows / Workflows, which allows user to execute them manually to perform certain actions as and when required. But what if you do not want specific users to execute these Flows manually? In such case, follow the steps given below to restrict users from executing… Read More: How to restrict user from executing On Demand Flow/Workflow »

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Increase productivity of CRM users by using Dynamics 365 Virtual Agent

Introduction In our previous blog, we illustrated how we can use Dynamics 365 Virtual Agent to create Chatbot for the customers. In this blog, we will see how we can use Dynamics 365 Virtual Agent for employees of the organization or the CRM users. We can allow the CRM users to use Chatbot to perform… Read More: Increase productivity of CRM users by using Dynamics 365 Virtual… »

Call a workflow on Stage Exit of a last stage in business process flow of Dynamics 365 CE

Introduction As Dynamics 365 CRM’s native feature, we can call on-demand workflows from inside a business process flow. We can configure this from the new business process flow designer, by dragging a workflow component to a process stage, or to the Global Workflows section. As you know, we have written a blog on global workflow… Read More: Call a workflow on Stage Exit of a last stage… »

Working with Workflow and Workflow Assembly Output Parameters

Working with Workflow and Workflow Assembly Output Parameters

Introduction: Using the OOB Workflow, you can use values that are only accessible under the Workflow context to perform operations. If you want to use values that are not under the context of the Workflow or not related to the entity record for which the Workflow is going be executed, then you will need to write a custom assembly… Read More: Working with Workflow and Workflow Assembly Output Parameters »

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

Validating BPF Fields to Restrict Stages through OOB Workflow in Dynamics 365

Introduction: Recently we had business requirement where user should be restricted in moving to the next stage in Business Process Flow if custom field contains value less the 4. We achieved this using OOB workflow by following simple steps instead of writing custom code in JavaScript. Following are the steps to achieve this functionality through… Read More: Validating BPF Fields to Restrict Stages through OOB Workflow in… »

Passing data from Dynamics 365 to Azure Service Bus Queue using Plugins/Workflows

Passing data from CRM to Azure Service Bus Queue using Plugin or workflow

Introduction: Recently we had a business requirement where we need to pass data from Dynamics 365 CRM to Azure Service Bus queue through plugins and workflows. After some research and play around we found a solution for this. For this, we require an Azure Service Bus, an Azure function and a webhook. The CRM data… Read More: Passing data from Dynamics 365 to Azure Service Bus Queue… »

Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

Representational State Transfer

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More: Fixed – AADSTS90100: Invalid request. The Accept request parameter value… »