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 will be created in CRM from Azure. The Survey Reponse will be created first and then related Answers will be created and look up to the Survey Response. This happens asynchronously.

So if we want to trigger a plugin or a workflow on Survey Reponse, we want to make sure the Survey Reponse has been created and all related Answers have come through. We shouldn’t trigger it on creation of the Survey Response as not all the Answers created in CRM; we shouldn’t trigger on creation of Answers either as Answers are created unorderly, the last answer may be created first. Instead, we should use an OOTB field called “msdyn_processingcompletetrigger”, it will be updated to Yes if the Survey Reponse and all Answers are created.

surveyresponsetrigger.png

Cheers!

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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. Continue reading “Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 3)”

Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 2)

I discussed about advantages and disadvantages of different approaches in part 1. I’ll cover how we can achieve our goal with Flow in this part. Continue reading “Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 2)”

Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 1)

Converting a Word document to PDF document is a common need in organizations, however, I found it quite complicated to achieve in CRM/D365CE Online. Luckily, there is a light of hope at the end of the tunnel. Continue reading “Convert Word to PDF in Dynamics 365 CE Online with Flow (Part 1)”

Can’t connect to Dynamics 365 Customer Engagement using CRM SDK v9

Exception: Metadata contains a reference that cannot be resolved.

Today I encountered a strange exception when working with CRM SDK v9 to build a console application connecting to a D365 CE instance. When I inspected the inner exception, it said:

An existing connection was forcibly closed by the remote host

Continue reading “Can’t connect to Dynamics 365 Customer Engagement using CRM SDK v9”