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Showing posts from October, 2018

Extracting attachments from an incoming email, create case, and add attachments to as notes

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Problem One of my client's using Dynamics CRM Online 2016 Update had a requirements to create Case (renamed to Enquiry) records when an email arrives to their info@*****.com mailbox. Using OOTB Automatic Record Creation and Update Rules feature a Case is created and the email is visible under Activities. Our client felt that the user experience wasn't great and the original Email was hard to find with all the other activities got created afterwards. Solution The solution was to extract the attachments from the email message and create notes against the Case record during the case creation process. Below are the steps used to implement the solution. Create a custom workflow activity to extract the attachments and create notes Create a workflow which includes the above custom workflow activity as a Step Create an Automatic Record Creation and Update Rule Specify Record Creation and Update Details which calls the workflow created in step 2 Implementation

Enabling Auditing to monitor User's Security Role changes

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I got an call from a client who recently went live with a system we built. Some of their user's security roles were getting removed and they wanted to find out what's going on. Dynamics 365 (CRM) can record association and disassociation of security roles of a user as part of the OOTB Auditing capability. Here are the instructions I provided my client to resolve the issue. Enable Auditing First step is to make sure Auditing feature is still enabled as we have configured. Navigate to  Settings > Administration > System Settings Click  Auditing Tab Under Audit Settings, tick the  Start Auditing  checkbox If you would like to monitor user access, tick  Audit user access  checkbox as well. Click OK. Enable Auditing for Security Roles Next step is to make sure Auditing is enabled for Security Roles entity. Navigate to  Settings > Customizations > Customize the System New Window opens Expand Entities from the left pane Click on  Security Ro