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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
Recently we had a business requirement where we came across an issue while retrieving formatted values using LINQ. In this blog, we will discuss how to resolve this issue. Suppose, we want to retrieve a revenue with currency symbol in the formatted value and we are using below query:
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 »