Dynamics 365 CRM Blogs

Many times, we may get requirement to send PDF attached in notes as Email to a person. This blog will guide you on how you can do the same. In this blog, we will trigger a flow on notes Entity when a note is created Steps: 1. Add 1 st step as when a record is created in notes entity(annotation) with filter expression as subject eq "ABCDDDDDDDDDDDDd           Note: “ABCDDDDDDDDDDDDd” is used to trigger a flow when subject field of note’s record is equal to " ABCDDDDDDDDDDDDd’. 2.  Send an Email to user with required details. Here an Important thing is to convert the document (Base 64 file content) in binary string i.e. (“ base64ToBinary(triggerOutputs()?['body/documentbody']) ” ) without conversion, the PDF will not work in email attachment. 3.  Now you have successfully able to send PDF as E-mail attachment. Hope this helps!

Hi, this blog will guide you on how you can make an Entity as Read only in Dynamics 365 CRM. Steps : Ensure that the entity which you want to make read only is not already read only. In my case it is account entity and you can see it in not read only. Now, Open solution. Expand Entities node and click on Account. After clicking Accounts on right side you will see a general tab. In, General tab just scroll down and go to Outlook and Mobile section and ‘Tick’ Enable for Unified Client and then ‘Tick’ Read-only in Unified Client. Now save and Publish the solution. G o back to entity and check it is now read only. Hope this helps you out!