Alternative to HttpUtility.UrlEncode in Dynamics CRM Online

If you try to use HttpUtility.UrlEncode in your plugin or workflow code, you’ll get a security error:

System.Security.SecurityException: That assembly does not allow partially trusted callers.

Because it’s not allowed in CRM Online.

Instead, we should use this one:

Uri.EscapeDataString

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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!

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)”

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”