Author: Reshmi Ravindran

 

Microsoft Flow is the way to go

Microsoft flow seems to be the Dynamics 365 workflow which does actions on external systems. Dynamics 365 workflow can do actions on CRM getting triggered by CRM events. Similarly Microsoft workflow can do actions on external system by getting triggered by any event on another system. Another useful feature for integration projects.

Fore more reading:  https://us.hitachi-solutions.com/blog/dynamics-365-workflow-vs-microsoft-flow/

http://searchcontentmanagement.techtarget.com/definition/Microsoft-Flow

 

 

 

 

 

My client today wanted to know the various solutions of displaying external data in CRM without saving it in CRM. While I was reading about various options, I saw the upcoming new feature in Dynamics 365: Virtual Entities. It might be worth to wait for this new feature than spending time on developing Custom HTML pages/ iframes.

More to read:

https://community.dynamics.com/crm/b/exploringdynamics365/archive/2017/09/11/virtual-entities-in-dynamics-365

 

Problem:

You need to do duplicate detection for records created only by users of a particular team. Out of box CRM duplicate detection rule does not allow to filter the records for validation. It is applicable to all records of a particular entity by default. Therefore it requires additional custom logic to be written and of course you dont want any of your: Pre Operation/ Post Operation plugins to be triggered before this validation.

Solution:

Register the plugin on Pre Validation stage. Therefore this validation is the first thing triggered when you save the record even before the record is submitted to database for create.

Note:

Any validation custom logics need to be ideally registered on Pre Validation Stage. Pre validation plugin runs before any security checks. i.e. even before the CRM check the users security roles to perform the action.