Dynamics 365 Education and Knowledge

In this quick post, I'm gonna share a finding about workflows where you will see Duplicated workflows in the Advanced Find result . Open the Advanced Find and search for a specific process, you will get the result with multiple records with the same name; however, if you go to the All Processes view , you will not find these duplicated records Well, these records are not duplicated records of the workflows. So what are they and how they are created? Each time you deactivate and than reactivate a workflow, a new record will be created with Status Draft , which indicates that a reactivation has been done for the workflow If the workflow is deactivated, the status of all the workflow instances returned in the Advanced Find will be Draft If the workflow is activated, only two...

As a Dynamics 365 consultant, you absolutely faced the scenario when changing a lookup field on the form, to map fields of the record chosen in the lookup into fields on the main form you are working on. In this post, I will show you some methods how to map fields from a lookup into the main record fields . Based on the requirements, you can apply the appropriate approach that is suitable for your need. JavaScript The first approach is to use JavaScript that requires a technical consultant to write the needed functions that will be executed on change event of the lookup field. What happens when you apply this approach A retrieve request should be done to get the values from the lookup that will be set on the main...

In another post, we saw how to call custom actions from JavaScript and C# . In this post, I will show you how to call workflows from JavaScript or C# and to accomplish this, you need two parameters: The Workflow Id that you want to call AND The Record Id that the workflow will be executed against For the sake of the demo, I created a workflow that will set the Account Name field to: WF Called and Updated From JavaScript after calling the workflow from JavaScript WF Called and Updated From C# after calling the workflow from C# Below is the end result after calling the workflow in JavaScript Below is the end result after calling the workflow in C# ...

Do you have a situation where you want to run a workflow for thousands or all records of an entity in Dynamics 365 ? If yes, then this post will help you to achieve it. In CRM web client, you can run a on-demand workflows for only 250 records per entity, but, there is a workaround to overcome this limitation... using "Bulk Workflow Execution" plugin in XrmToolbox. Based on a FetchXml query, you can now use the "Bulk Workflow Execution" plugin to retrieve records from CRM/D365 entities, select a specific on-demand workflow, and run the selected workflow on those records. To accomplish this, you need to follow the below steps: Create a on-demand workflow to retrieve the records based on your needs For the sake of this demo, we will create a simple workflow on Account entity and add an Update step ...

PROBLEM After importing a CRM solution to a new environment and this solution contains a workflow with a Send Email step, the import is completed but with warning that the process cannot be automatically activated. REASON In a workflow, you added a Send Email step When you click on Set Properties button, scroll down to the Additional Fields tab and you will notice that the Currency lookup field is filled with the Base Currency (noting that this field is useless here) You add the workflow to a solution, export it, and import it in a new environment Now, if the currency specified in the workflow Send Email step does not exist in the new environment, the import will be completed, but, with a warning ...