Sync Office 365 User Photos to CRM Users with Flow

Background

I got a requirement that the client needs user profile photos in Office 365 to be synced to CRM Users. It is Dynamics 365 CE Online, and users don’t change profile photo often. There is no OOB way to achieve it so I need to develop custom synchronization.

Continue reading “Sync Office 365 User Photos to CRM Users with Flow”
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Introducing Deduplicator for XrmToolBox

Have you encountered these limitations when working with Duplicate Detection functionalities in Dynamics 365?

You can include only 450 characters in the matchcode. Either change or delete rule conditions to reduce the number of characters included, and then try again.

Bulk Detect Duplicate Limit Exceeded. The Bulk Duplicate Detection job cannot detect more than 5000 duplicates. Please review your duplicate rules or resolve existing duplicates and rerun the job

Although the OOB duplicate detection functionalities are useful in some cases, I often find myself wasting hours to workaround those limitations when dealing with large amount of data. So I decided to build a solution which allows me to quickly query for duplicates and see how many records duplicated.

Introducing Deduplicator

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Deduplicator is a plugin for XrmToolBox. You can download the plugin in XrmToolBox Plugin Store.

What Deduplicator can do

In the first release, it has below features:

  • Allows matching multiple fields with no length limitation.
  • Allows searching more than 5000 records.
  • Allows selecting fields for results view.
  • Shows total of duplicated records

Deduplicator is open source

Empowerment of individuals is a key part of what makes open source work, since in the end, innovations tend to come from small groups, not from large, structured efforts. – Tim O’Reilly

You can find the source code of the plugin in Github at:

https://github.com/khoait/DynCrmExp.Deduplicator

Please rate and share the plugin if you think it helpful, also don’t hesitate to leave any comment here or in the GitHub to make it better or if you find any bugs.

Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled

I encountered a weird case when trying to set record status reason to default value on creation of the record in CRM Workflow with Status Transition Rules enabled in the entity configuration. I’ll replicate the case and implement a workaround in my trial CRM Online instance. Continue reading “Can’t set record Status Reason to default value in CRM Worklfow with Status Transition Rules Enabled”

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)”

Using Document Generation with SetWordTemplate Action in Workflow in Dynamics 365

The process of generating documents (Word or Excel) is made easy using One Click Document Generation released from Dynamics CRM 2016. And you want to make it even easier by implementing automation with SetWordTemplate action in Workflow. And you may encounter some errors while working with. I’ll show you how to resolve them in this post. Continue reading “Using Document Generation with SetWordTemplate Action in Workflow in Dynamics 365”