Introduction:

In today’s digital landscape, managing images efficiently within Customer Relationship Management (CRM) systems is crucial for delivering a seamless user experience. In Dynamics 365 CRM, handling uploaded images, ensuring proper orientation, and resizing as needed can enhance data accuracy and user satisfaction. This blog outlines a scenario where an uploaded image’s rotation and dimensions are managed within Dynamics 365 Portal/Power Pages.

Scenario Overview:

In a Dynamics 365 CRM environment, a Power Pages portal has been integrated, allowing users to upload images through a “Choose File” option. These images are stored within CRM as attachments. However, there’s a requirement to address potential issues with image rotation and resizing then image is uploaded in pdf as shown in fig 1.0.

Challenges:

  • Image Rotation: Uploaded images may have incorrect orientations due to device settings or other factors. This can lead to a poor user experience and incorrect data representation.
  • Image Resizing: Images uploaded may vary in dimensions, potentially affecting system performance and user interface consistency.

Solution Approach:

To tackle these challenges, a plugin is developed to intercept the image data upon upload, correct any rotation issues, and resize the image to a predefined dimension. The plugin workflow consists of the following steps:

  • Capture Image Upload Event: The plugin registers a pre-operation step on the attachment creation event triggered when a user uploads an image.
  • Retrieve Image Data: Upon attachment creation, the plugin retrieves the image data, including orientation and dimensions.
  • Rotate Image: If the image’s orientation is incorrect, the plugin adjusts it to the correct orientation.
  • Resize Image: The plugin resizes the image to the specified dimensions to ensure consistency across the CRM system.
  • Update Attachment: Finally, the plugin updates the attachment record in CRM with the corrected and resized image data.

Business Process Flow:

Image for Business Process Flow

Conclusion:

  • By implementing this plugin in Dynamics 365 CRM, organizations can enhance image management capabilities, ensuring uploaded images are correctly oriented and resized to maintain data accuracy and user satisfaction. This solution contributes to a seamless user experience within the CRM system, ultimately improving productivity and engagement.

Also read: Salesforce Data Cloud: How It Works and What It Can Do for You

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