From the Microsoft Dynamics 365 and CRM Blogs: D365 and GDPR; Child entities: Page redirects; Encrypt data; Why use connections
This week on the Microsoft Dynamics 365 for Customer Engagement and CRM blog roundup:
- Iterate over child entities in Dynamics 365 using Microsoft Flow
- Page redirect options in entity form Dynamics 365 Portals
- Guidelines on identifying PI data in Dynamics 365 to comply with GDPR
Iterate over child entities in Dynamics 365 using Microsoft Flow
On her CRMCat blog, Sarah looks at using Microsoft Flow rather than native workflow to iterate over child records in Dynamics 365.
Flow enables you to iterate over child records and pass in query string parameters, allowing you to limit the returned collection. Microsoft Flow does this by using OData syntax, which she stated isn't hard to learn.
In her post, Sarah used the trigger "When a record is updated" from Dynamics 365 for Customer Engagement. The input parameters for this trigger are only the organization name and the entity name.
Best practice ensures that you don't want to specify a Flow (or traditional Workflow) with such an open triggering action for an update trigger.
You can find out how to iterate over child entities in Dynamics 365 using Microsoft Flow here.
Page redirect options in entity form Dynamics 365 Portals
On the Himbap blog, Mahender discussed the various ways to set a page redirection in a Microsoft Dynamics 365 Portals entity form through configuration.
You can configure the page redirection from the portal entity form record. The redirect section is visible once you select the redirect option under the on success option, according to Mahender.
You can use a number of options to set up a page redirection, including:
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