Road to Smart Flows (Part 2) : XperiDo to Smart Flows Migration

This is one of two connected posts to introduce document generation features with Xpertdoc Smart Flows, explaining the important steps and issues faced during XperiDo to Smart Flows migration. Connected Posts: Road to Smart Flows (Part 1) : Document Generation with XperiDo Road to Smart Flows (Part 2) : XperiDo to Smart Flows Migration This … Continue reading Road to Smart Flows (Part 2) : XperiDo to Smart Flows Migration

Road to Smart Flows (Part 1) : Document Generation with XperiDo

This is one of two connected posts to introduce document generation features with Xpertdoc Smart Flows, explaining the important steps and issues faced during XperiDo to Smart Flows migration. This post provides a basic idea about XperiDo as this is the start for Smart Flows. Also, most of the concepts are still same and most … Continue reading Road to Smart Flows (Part 1) : Document Generation with XperiDo

Dynamics 365 CE Issue-Fixed: The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship vr_processstage_workflow

The post is about fixing the import issue, “The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship vr_processstage_workflow”. The problem is mainly with two deprecated fields in Process entity in this scenario. However there are few similar incidents/scenarios reported and seeking solutions in the forums. The Fix: … Continue reading Dynamics 365 CE Issue-Fixed: The entity relationship role of the referencing entity is required when creating a new one-to-many entity relationship vr_processstage_workflow

Setting up Developer Toolkit for VS2019 with Core Assemblies(9.0)

Visual Studio 2019 is now available for developers and dynamics 365 CE version 9.x Software Development Kit (SDK) too. However Dynamics 365 Developer Toolkit only supports for Visual Studio 2012, 2013, 2015 and it uses Dynamics 365 CE SDK 8.x assemblies and tools. This article to make Dynamics 365 Developer Toolkit workable for VS 2019 … Continue reading Setting up Developer Toolkit for VS2019 with Core Assemblies(9.0)

SMS Integration with Dynamics 365 + Microsoft Flow + Nexmo

Microsoft Power Platform brings a great set of tools to customize, extend capabilities of most of the favorite apps and create new apps online. Power BI, Power Apps, and Flow are the three pillars of Power Platform. Microsoft Flow https://flow.microsoft.com In the modern world, so many applications from different technologies exist and integrating them was a … Continue reading SMS Integration with Dynamics 365 + Microsoft Flow + Nexmo

Workflow must be in Published state

The above error message is displayed in Dynamics 365 and most of the developers\users will look around workflows as the error says “Workflow must be in Published state.” E.g. Creating a case throws the above error with the following details. [Microsoft.Crm.Service.GlobalSlaPlugin: Microsoft.Crm.Service.GlobalSlaPlugin.SlaPostCreatePlugin] [ebd908b4-2c74-e811-a95d-000d3ae0bc37: ObjectModel Implementation] The issue is with SLA records associated with Case. Deactivating SLA … Continue reading Workflow must be in Published state

Status Change using WebApi

In Dynamics 365, OOTB status field value can be changed in many different ways. Following WebApi can be used to update the Status (statecode + statuscode) as follows. changeStatus = function (executionContext, entityLogicalName, recordId, statecode, statuscode) { // Remove brackets from the GUID if there’s any var id = recordId.replace(“{“, “”).replace(“}”, “”); // Set statecode … Continue reading Status Change using WebApi

Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 9.0 supports “Not In” \ “Does Not Have” type of queries as an OOTB feature in Advanced Find. In previous versions of Dynamics 365 had no this feature but there were some custom solutions to facilitate this problem. The problem in previous versions :  This post (“Not In” \ “Does Not Have” Query … Continue reading Advanced Find – “NOT IN” Query is Supported in v9.0

Dynamics 365 : Promote to Admin

Promote to Admin feature allows any user in Dynamics 365 to make himself an Administrator in the system if the user is authorized from the Admin Center. Usually when you create an online instance of Sales/Customer Service by yourself but you won’t be able to see most of the admin settings. If any user has been … Continue reading Dynamics 365 : Promote to Admin

Dynamics 365 – Teams: AddMembers/RemoveMembers VS Associate/Disassociate

How to capture adding or removing members to CRM teams? What is the plugin step to capture adding/removing members to a CRM team? AddingMembers/RemovingMembers steps or Associate/Disassociate steps can be used in the plugin? Following messages are supported for teams in plugin registrations. AddMembers/RemoveMembers A plugin has been created and registered under the messages of AddMembers/RemoveMembers … Continue reading Dynamics 365 – Teams: AddMembers/RemoveMembers VS Associate/Disassociate