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

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 – Copy Price List

Price List is a member of Product Catalog in Dynamics 365. The same product can have different prices depending on the geographical area, season, membership/customer level etc… A price list may contain all the prices (Price List Items) for a given set of products during a time period in Dynamics 365. Product Price List 2016 … Continue reading Dynamics 365 – Copy Price List

Dynamics 365 + CTI / IVR Integration

What is CTI / IVR? Computer Telephony Integration, CTI enables computer systems to interacts with the telephone system. There are two main forms of CTI which are Outbound dialing and Inbound call handling. Interactive Voice Response, IVR is a well-known technology which allows computer systems to interact with humans through the use of voice and DTMF(Dual … Continue reading Dynamics 365 + CTI / IVR Integration