TopOneCRM BLOG

October 11, 2017October 11, 2017

Microsoft Flow is the way to go

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

October 4, 2017October 5, 2017

Office 365 by One (TopOne) Infographic

Recently we were challenged by one our client to explain Office 365 in one picture – beautiful simple infographic.

You are welcome, here you go…. We believe it is the best possible way to tell story about Office 365.

By the way we have delivered above “explanation” as delicious cheesecake as well. Our clients really loved it and now they are asking for more ….

September 21, 2017September 21, 2017

Virtual Entities: Is it the end of Integration Projects in Dynamics 365?

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.

Salesforce CRM Integration Software

Kingswaysoft
http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-salesforce

JitterBit

Pricing

September 18, 2017September 18, 2017

Your choice and experience with integration tools?

Kingswaysoft
https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/purchase

Scribe

Scribe Online Pricing Tiers

JitterBit

Pricing

Nice discussion about it on Microsoft’ forum:
https://community.dynamics.com/crm/f/117/p/203115/700529#700529

Conclusions:

September 13, 2017September 13, 2017

Pre-Validation stage plugin example

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.

September 12, 2017September 12, 2017