Nishant Rana's Weblog | Microsoft Dynamics Crm/365 Blog

1. What will happen on changing the password of the user account used as the Owner of Cloud Flow and for Connection – Power Automate

   Recently we had to change the password of the user account being used as an owner of the cloud flows as well as the used for connection/connection reference. So we tried it on a trial environment first, below is our flow that runs every 5 minutes and creates a contact record (Dataverse), sends an email … Continue reading "What will happen on changing the password of the user account used as the Owner of Cloud Flow and for Connection – Power Automate"

2. Using Focused view in Dynamics 365

   Focused view in Dynamics 365 that allows users to view and manage all their records in one place, allowing them to be more productive, as they can stay on track and avoid getting sidetracked by switching between multiple screens to find the information they need. We can enable and disable it for all the records … Continue reading "Using Focused view in Dynamics 365"

3. Associate activities (Email) with multiple related records – Dataverse / Dynamics 365

   This new feature allows associating an activity record with multiple related records or related parties. For E.g. we might want to associate an email with multiple cases, or with case as well as account and contact records. It is still in the public preview (April 24) and is only available for Email Activity. To see … Continue reading "Associate activities (Email) with multiple related records – Dataverse / Dynamics 365"

4. New Attachment features for Email – Dataverse / Dynamics 365

   We can see a few new features added to attachments for email activity as part of 2024 Release Wave 1. Get all the details here Hope it helps..

5. Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365

   Recently we were bulk updating our records, which would trigger an asynchronous plugin registered on its update. We were using the wonderful Bulk Data Updater (XrmToolBox) plugin for it. We realized if we are updating too many records at once say e.g. 100 Batch Size (total 5K records to be processed), we are getting below … Continue reading "Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365"

6. Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service

   While trying to delete the Unit records related to the “Distance Units of Measure for Resource and Asset Location Management” unit group, we will get the below error Geofencing unit ‘Mile’ with id: ‘<GUID>’ cannot be removed Below is the out of the box plugin that restricts the deletion of the unit The code for … Continue reading "Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service"

7. Fixed – Web resource method does not exist: OnLoad error in Work Order, Work Order Service task, and other forms in Dynamics 365 Field Service

   Recently we started getting the below error on the form load of the Work Order Service Task record, that also only in specific environments, and there was no changes made there. Error Details: Event Name: onload Function Name: OnLoad Web Resource Name: msdyn_/WorkOrderServiceTask/WorkOrderServiceTask.js Solution Name: msdyn_FieldService_patch_update Publisher Name: microsoftdynamics From the error message also it … Continue reading "Fixed – Web resource method does not exist: OnLoad error in Work Order, Work Order Service task, and other forms in Dynamics 365 Field Service"

8. Fixed – VS402356: You do not have the permissions required to perform the attempted operation on this process (Azure DevOps)

   We would get the below error while trying to modify states in the Azure DevOps process. VS402356: You do not have the permissions required to perform the attempted operation on this process To fix this we can add the user to the Project Collection Administrators group. Or better give Process specific permission to the user … Continue reading "Fixed – VS402356: You do not have the permissions required to perform the attempted operation on this process (Azure DevOps)"

9. Using Union function to remove duplicates – Power Automate / Dataverse

   We recently got the below error in one of our cloud flows, the requirement was to fetch the distinct work orders that have notes with attachments associated with them. A resource of type ‘Microsoft.Dynamics.CRM.annotation’ was found in a resource set that otherwise has entries of type Microsoft.Dynamics.CRM.msdyn_workorder’. In OData, all entries in a resource set … Continue reading "Using Union function to remove duplicates – Power Automate / Dataverse"

10. Fixed- The XRM workflow table row could not be found error (Power Automate)

    Recently while trying to open one of our cloud flows we got the below error. Error: The XRM workflow table row could not be found. Inside the Power Automate maker portal for the new designer, we got the below error We could see our flows were in the OFF status. We switched ON the flows, … Continue reading "Fixed- The XRM workflow table row could not be found error (Power Automate)"

11. How to – use booking rules for validation checks in Dynamics 365 Field Service

    Through booking rules, we can specify custom JavaScript methods, that can be used to run validation checks, before creation or update of a bookable resource booking record. Based on the result of the validation checks we can either warn the user or cancel the booking create or update event. Booking rules are triggered when a … Continue reading "How to – use booking rules for validation checks in Dynamics 365 Field Service"

12. Fixed – The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters exception in Plugin (Dataverse / Dynamics 365)

    Recently for one of our plugins, that moves attachments to the Azure Blob Storage, we got the below exception. BlobFileName: WFU000069107_Inside Install – CFC__2024_03_03_12_24_05_179_temp.jpgCaught Exception: The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters.System.FormatException: The input … Continue reading "Fixed – The input is not a valid Base-64 string as it contains a non-base 64 character, more than two padding characters, or an illegal character among the padding characters exception in Plugin (Dataverse / Dynamics 365)"

13. The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate

    Recently while trying to save one of our cloud flows having a “When a HTTP request is received” trigger, we got the below error message after adding the “List Rows” (Dataverse) action Request to XRM API failed with error: ‘Message: Flow client error returned with status code “BadRequest” and details “{“error”:{“code”:”InvalidOpenApiFlow”,”message”:”Flow save failed with code … Continue reading "The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate"

14. Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate

    For Microsoft 365 Group we can use – List Group members action of Office 365 Group connector. Also check – https://nishantrana.me/2022/06/23/how-to-force-user-sync-power-platform-dynamics-365/ Hope it helps..

15. ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse

    Recently in one of our Plugins, which was using Azure.Storage.Blobs and Azure.Storage.Common libraries to move attachments from notes to Azure Blob Storage suddenly started throwing the below exception. The Plugin had been working fine and had been deployed long back to the production environment. System.TypeInitializationException: The type initializer for ‘Azure.Response’ threw an exception. —> System.IO.FileNotFoundException: … Continue reading "ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse"

16. The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365

    Recently we got the below exception for one of our plugins. Message: The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code. Please refer to this document: https://go.microsoft.com/fwlink/?linkid=2189390Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricWorkerCommunicationException: Error communicating with SandboxFabric Worker —> Grpc.Core.RpcException: Status(StatusCode=”DeadlineExceeded”, Detail=”Deadline Exceeded” If we refer to Microsoft Documentation … Continue reading "The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365"

17. Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365

    We were recently exploring the Dynamics 365 Field Service mobile app, we saw that for the users with a mobile offline profile configured – Add the user to an offline profile, when they go offline they will see the below message – “Only Notes are available in offline mode. If you would like to view … Continue reading "Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365"

18. Fixed – Duplicate records in Azure Synapse Link (Dataverse)

    Recently for some of our Dataverse environments, we found duplicate records getting created (same GUID) for Notes and Work Order Incident tables in the corresponding CSV files. Here we were using In place update – In-place updates vs. append-only writes This was causing the Power BI reports built on top of it to fail. On … Continue reading "Fixed – Duplicate records in Azure Synapse Link (Dataverse)"

19. Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )

    Recently we got the below exception for one of our plugins Message: System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb. Below is the code where we were getting the error. We were retrieving the notes records associated with the inspection response/inspection attachments. (Dynamics 365 … Continue reading "Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )"

20. Block unmanaged customizations (preview) – Dataverse / Dynamics 365

    We were recently trying out the new block unmanaged customizations feature introduced. Now with more and more adoption of Managed Solutions, having this feature could help the administrators to manage and control the environment. It is still in preview, with its sets of known limitations. To see it in action, enable it from Environment >> … Continue reading "Block unmanaged customizations (preview) – Dataverse / Dynamics 365"

21. Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments

    You have probably used the copy environment feature in the Microsoft Power Platform admin centre to copy data and customizations between environments. However, there is a crucial aspect to consider data privacy and security. When transferring data, especially to sandbox environments which typically have less stringent access controls, there is an inherent risk of sensitive … Continue reading "Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments"

22. Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)

    Using the “Sales Copilot” we can get the list of leads and opportunities assigned to us in the last 15 days. For this, we can use the “What’s newly assigned to me” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the … Continue reading "Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)"

23. Use Sales Copilot to see the pipeline (Dynamics 365)

    Using the “Sales Copilot” we can get the list of opportunities assigned to us. For this, we can use the “Show my pipeline” prompt To enable Sales Copilot, Inside Sales Hub, navigate to App Settings >> Copilot (General Settings) and specify the Sales Apps in which we want the Sales Copilot to be enabled. To … Continue reading "Use Sales Copilot to see the pipeline (Dynamics 365)"

24. Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)

    Using Copilot’s theme assistant we can fetch the styles from a website and apply it to our email. Microsoft strongly recommends using Theme Assistant only on websites owned and not on 3rd party websites. To use this feature, open an existing email record, enter the Website’s URL in the theme assistant section, and click on … Continue reading "Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)"

25. Fixed – InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’).

    Recently we got the below error when we tried to download and zip the files from within CRM’s Web Resource. The files were stored in Azure Blob Storage. We were using JSZipUtils for it. Access to XMLHttpRequest at ‘https://dlnznon…..’ from origin ‘https://dnzutl-dev-abc.crm6.dynamics.com&#8217; has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the … Continue reading "Fixed – InvalidStateError: Failed to read the ‘responseText’ property from ‘XMLHttpRequest’: The value is only accessible if the object’s ‘responseType’ is ” or ‘text’ (was ‘arraybuffer’)."

26. Fixed – Invalid type. Expected Integer but got Number (Power Automate)

    In one of our Cloud Flows, for Parse JSON action, we got the below error – ValidationFailed. The schema validation Failed. “Invalid type. Expected Integer but got Number” The generated schema had data type defined as integer instead of number type for certain properties, and the response was having decimal value to it. So replacing … Continue reading "Fixed – Invalid type. Expected Integer but got Number (Power Automate)"

27. Analyzing PowerApps Canvas and Model-Driven Apps Performance

    Analyzing PowerApps Canvas and Model-Driven Apps Performance

28. How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)

    Recently we were calling an API (that expects multipart/form-data) to pass the image uploaded in Dataverse’s Image Column. We used Power Automate for this i.e. to get the image uploaded and use HTTP Action to call and pass the Image details to it. Below is the specification of the API https://vision.foodvisor.io/docs/#/paths/analysis/post We used the “Download … Continue reading "How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)"

29. The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse

    We were getting the below error on using the “Get a row by ID” action on the FileAttachments table. We were doing it to retrieve the details like the file name and the mime type for the Image Column. The ‘Retrieve’ method does not support entities of type ‘fileattachment’. MessageProcessorCache returned MessageProcessor.Empty. The solution here … Continue reading "The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse"

30. Flow UI showing up blank – Power Automate

    Recently on trying to open a cloud flow for editing, within the Power Apps Maker Portal, the screen appeared blank as shown below. This was in the Chrome browser, signing out and signing in again also didn’t help. The same was the case inside the Edge browser. Interestingly we were able to edit from within … Continue reading "Flow UI showing up blank – Power Automate"

31. Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service

    The Timestamp frequency defines when the Booking Timestamp record should be created from the Bookable Resource booking record. By default, it is Per Field Service Status Change, in this case, the Booking Timestamp will be created on the change of Field Service Status. Let us update a Bookable Resource Booking record’s status from In Progress … Continue reading "Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service"

32. Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)

    Recently while trying to implement the below feature – How to: Integrate Power Automate cloud flow with a Power Pages site We were getting the below error – “To start using cloud flows, update to the latest package in the admin center.” However, we could not find any portal package to apply the update. We … Continue reading "Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)"

33. Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)

    Recently we got the below error “Forbidden” for one of our flows that was using the Dataverse connection. After some analysis, we found the root cause of the error. The Dataverse connection reference was created using the Service Principal but it was not added as an Application User (with appropriate security role) in that environment. … Continue reading "Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)"

34. Invoke webhook from a plugin – Dataverse / Dynamics 365

    The content describes invoking a Webhook from a custom Azure-Aware Plugin, registered through a plugin registration tool. It includes code to invoke the Webhook using the IServiceEndPointNotificationService interface and a sample code snippet. The process involves updating a case record and provides guidance on the execution context and handling exceptions.

35. Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)

    Let us fetch 5000 contact records using List Rows, and then update it using Apply To Each. It took around – 37 minutes Now let us enable concurrency control for Apply To Each action, and let it run under 20 (default) degree of parallelism. This time it took around 4 minutes. Let us increase it … Continue reading "Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)"

36. Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps

37. Fix – Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600 (Power Automate / Dataverse)

    We might below error in our flow – BadRequest. Http request failed as there is an error: ‘Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.’. This is because of the 100 MB Message Size limits in Power Automate. We can enable Allow chunking option if supported by the action. Or … Continue reading "Fix – Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600 (Power Automate / Dataverse)"

38. Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)

    We might see some of the custom actions not appearing in the Actions list inside the Perform Action step of the workflow. This is because the Custom Action would be using one of the following parameter types, which is not supported for Perform Action like E.g. we have the following actions defined few are bound … Continue reading "Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)"

39. Use Solution Health Hub to troubleshoot issues in Dynamics 365 Apps (Sales, Marketing, Field Service, Customer Service..)

    Using Solution Health Hub we can validate the environment’s configuration, which might get modified over time, to get an idea about the state of that environment and detect and resolve any issues. Solution Health Hub enables rules-based validations, which we can run periodically or manually if we encounter any issues. The rules also get triggered … Continue reading "Use Solution Health Hub to troubleshoot issues in Dynamics 365 Apps (Sales, Marketing, Field Service, Customer Service..)"

40. Deploy Web Resources and Plugin directly from Visual Studio using Kupp Code Analytics

    In the previous posts, we covered the Overview and Key Features of Kupp Code Analytics, the installation and setup process of the extension, its Intellisense capabilities, and the analytics capabilities. In this blog post, we will cover deploying Web Resources and Plugin directly from Visual Studio using the Kupp Code Analytics extension, which makes the process more efficient and less error-prone … Continue reading "Deploy Web Resources and Plugin directly from Visual Studio using Kupp Code Analytics"

41. Enable / Disable (turn on / off) multiple business rules – Dataverse / Dynamics 365

    Within the Maker Portal, we can only turn on / turn off one business rule at a time. If we select multiple business rules, we do not see that option. Here we can make use of XrmToolBox’s Bulk Update Plugin. Get the required business rules, using the FetchXML and use the Set State option to … Continue reading "Enable / Disable (turn on / off) multiple business rules – Dataverse / Dynamics 365"

42. Use Sales Copilot to prepare for upcoming meetings

    Sales Copilot can help salespersons prepare for upcoming meetings using the “Prepare for upcoming meetings / Prepare me for today’s meetings” prompt. Make sure you have Sales Copilot enabled. Navigate to Sales Hub >> App Settings >> Copilot (General Settings) Check the “Try our newest preview features before they’re rolled out to everyone” option and … Continue reading "Use Sales Copilot to prepare for upcoming meetings"

43. Business Rules in Bulk Edit and Import (Dataverse / Dynamics 365)

    Let us see an example of a Business Rule with scope as Table (Entity) triggering on Bulk Edit as well as Data Import. Below is our Business Rule – It shows the error message if the First Name is equal to the Last Name of Contact. Here we are bulk updating the contact records and … Continue reading "Business Rules in Bulk Edit and Import (Dataverse / Dynamics 365)"

44. The webhook call failed because the Http request timed out at client side. Please check your webhook request handler – Dataverse / Dynamics 365

    Recently we were getting the below for one of our webhooks registered on Update of lead. Exception Message: The webhook call failed because the Http request timed out at client side. Please check your webhook request handler. To test the timeout, we created a below Microsoft Flow with HTTP trigger, Delay and actions to be … Continue reading "The webhook call failed because the Http request timed out at client side. Please check your webhook request handler – Dataverse / Dynamics 365"

45. The user cannot write data to this table, only the integration users may write data to this table – Dynamics 365 Project Operations

    We configured the Project Operations app in one of our Dataverse Environments, and while creating a Company record we got the below error. Exception Message: OrganizationServiceFault Microsoft.Xrm.Sdk.InvalidPluginExecutionException: “The user be60d0fd-778e-ee11-be36-00224893a88b cannot write data to this table, only the integration users may write data to this table.” At Mcrosoft.Dynamics.FOCommon.Plugins.Services.ReadonlyEntityService.PreModify(LocalPluginContext localcontext) at Microsoft.Dynamics.FOCommon.Plugins.PluginBase.Execute(IServiceProvider serviceProvider) Plugin: ExceptionFromPluginExecute: Microsoft.Dynamics.FOCommon.Plugins.ReadonlyEntityPreModify … Continue reading "The user cannot write data to this table, only the integration users may write data to this table – Dynamics 365 Project Operations"

46. Fix – This portal has multiple website bindings, which will cause issues with the portal (Power Pages)

    Recently we updated the Site Details like the Site Name and Site URL of a particular Website (Power Platform Admin Center >> Resources >> Dynamics365apps, Select the Website and choose Manage) After which we started getting the below error message – “Error: This portal has multiple website bindings. which will cause issues with the portal. … Continue reading "Fix – This portal has multiple website bindings, which will cause issues with the portal (Power Pages)"

47. How to – Change the base URL of a website (Power Pages)

    To change the base URL of a website, navigate to Power Platform Admin Center >> Resources >> Power Pages sites, select the site, and click on Manage. https://admin.powerplatform.microsoft.com/resources/portals Select the Edit icon If the user has only the system administrator role in the corresponding Dataverse environment, we will get the below error. You must be … Continue reading "How to – Change the base URL of a website (Power Pages)"

48. Enable / Disable (turn on / turn off) multiple cloud flows – Dataverse

    Within the Maker Portal, we can only turn on / turn off one cloud flow at a time. If we select multiple flows, we do not see that option. Here we can make use of XrmToolBox’s Bulk Data Update plugin. Get the required cloud flows to be disabled from the Workflow table having Category as … Continue reading "Enable / Disable (turn on / turn off) multiple cloud flows – Dataverse"

49. Transitioning from Unmanaged to Managed Solution (Dynamics 365 / Dataverse)

    Microsoft has always recommended managed solution(s), apart from the some of benefits that managed solutions offer over unmanaged, Microsoft is also adding features to the managed solution, making it easy for teams to adopt and transition to Managed solutions, like focusing on making the solution import faster and adding ALM-specific features to it. Let us … Continue reading "Transitioning from Unmanaged to Managed Solution (Dynamics 365 / Dataverse)"

50. Failed deleting solution. Solution dependencies exist, cannot uninstall / Remove unmanaged layer– Dynamics 365 / Dataverse

    Recently while trying to delete a managed solution from one of our environments, we got the below error. Failed deleting solution MainManagedSolution. Solution dependencies exist, cannot uninstall. Click on View Dependencies. Click on See solution layers We can see Active Contacts has a dependency on the custom column, and it is part of an unmanaged layer … Continue reading "Failed deleting solution. Solution dependencies exist, cannot uninstall / Remove unmanaged layer– Dynamics 365 / Dataverse"

51. Enable classic editor for build/release pipelines in Azure DevOps

    If you see the classic editor option missing, while creating the pipeline, it is because it would be disabled in the organization settings. To enable it navigate to Organization Settings >> Pipelines >> Settings After switching off the settings, we can see the classic editor option. Get more details – Hope it helps..

52. Write an email (Copilot) in Dynamics 365 Customer Service

    Using the Write an email functionality of Copilot in Dynamics 365 Customer Service, the agents can quickly create responses, which they can use for their email. To enable it navigate to Customer Service admin center >> Agent experience >> Productivity >> Copilot help pane (Manage) Check the For email option and save. We can see … Continue reading "Write an email (Copilot) in Dynamics 365 Customer Service"

53. Ask a Question (Copilot) in Dynamics 365 Customer Service

    Agents can use the “Ask a question” functionality from within the Copilot help pane, to ask questions for quick resolution of the case. To enable it navigate to Customer Service admin center >> Agent Experience >> Productivity >> Copilot help pane (preview) (Manage) Check Make Copilot available to agents option and save the settings. Back … Continue reading "Ask a Question (Copilot) in Dynamics 365 Customer Service"

54. Use Copilot to summarize cases – Dynamics 365 Customer Service

    We can make use of copilot to summarize the cases. It applies to cases that are canceled and resolved also. To enable it Navigate to the Customer Service admin center >> Agent Experience >> Productivity >> Summaries (Manage) Check the Make case summaries available to agents option and save the setting. Now when we open … Continue reading "Use Copilot to summarize cases – Dynamics 365 Customer Service"

55. Enable Copilot in Customer Service and Custom Apps (Dynamics 365)

    Copilot (preview) for Dynamics 365 Customer Service provides the following features – To enable it, navgiate to Customer Service Admin Center >> Agent Experience >> Productivity >> Manage (Copilot help pane and Summaries) Check the required Copilot help pane settings and save. Similarly for Summaries For geographies outside the United States, to enable the Copilot … Continue reading "Enable Copilot in Customer Service and Custom Apps (Dynamics 365)"

56. How to- Enable Microsoft Team chats in Dynamics 365 Apps

    Enabling Microsoft Team chats inside Dynamics 365 allows the agents/sellers to start a new chat from a record or connect an existing chat to a record from within the application itself. We can enable it from the Power Platform Admin Center or the corresponding Sales, Customer Service, Marketing, and Field Service applications. Inside Power Platform … Continue reading "How to- Enable Microsoft Team chats in Dynamics 365 Apps"

57. Use tag parameter to add a shared variable to the plugin – Dataverse / Dynamics 365

    We can use the tag parameter in the request to pass any additional information to the plugin. This is added as a shared variable to the plugin execution context. Below we are creating a lead record and passing the tag parameter in the CreateRequest And below is our plugin, that gets the tag parameter passed … Continue reading "Use tag parameter to add a shared variable to the plugin – Dataverse / Dynamics 365"

58. Use RetrieveDuplicates request to check for duplicates before creating/updating a record – Dataverse / Dynamics 365

    In the previous post, we saw how we can use the SuppressDuplicateDetection parameter to throw errors in case of duplicates when creating or updating a record. Here instead of relying on exception, we can make use of the RetrieveDuplicatesRequest message to detect the duplicates. Let us take the “Leads with the same e-mail address” duplicate … Continue reading "Use RetrieveDuplicates request to check for duplicates before creating/updating a record – Dataverse / Dynamics 365"

59. Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365

    We can make use SuppressDuplicateDetection optional parameter of the Request if we want the configured duplicate detection rules to run and throw an exception while creating or updating the record. We will use the below out-of-the-box duplicate detection rule, that checks for lead having same email address. Below is our code and we can see … Continue reading "Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365"

60. Preferred Solution (preview) in Dataverse / Dynamics 365

    With the preferred solution (preview), now we can specify a solution to which all our changes, that are made outside of the context of the unmanaged solution, should get automatically added. To enable it, navigate to Settings >> Features >> Preferred solution (Preview) Inside the Maker Portal, now we can see a new section added, … Continue reading "Preferred Solution (preview) in Dataverse / Dynamics 365"

61. How to – Connect Dynamics 365 records and views to Microsoft Team channels – Dynamics 365

    To enable the feature that allows linking existing Dynamics 365 records and views to a Team channel, we need select the environment and navigate to Settings >> Team Integration Settings Select Yes for the “Turn on the linking of Dynamics 365 records to Microsoft Teams channels” and save it. Now back in Microsoft Teams, from … Continue reading "How to – Connect Dynamics 365 records and views to Microsoft Team channels – Dynamics 365"

62. How to – convert basic queue to an advanced queue – Dynamics 365

    We can convert our basic queue to an advanced queue by setting the field “Is Omnichannel Queue” or “Automatic work distribution” schema name “msdyn_isomnichannelqueue“- to Yes. We would usually do it to use the existing basic queue in the Unified Routing. We can find that option in the Conflicts Tab of the Queue form Or … Continue reading "How to – convert basic queue to an advanced queue – Dynamics 365"

63. Fixed – Feature ‘Semantic classification, Document Highlights, etc. ’ is currently unavailable due to internal error – Visual Studio

    Recently we were getting the below notifications in our Visual Studio 2019. The way we managed to fix it was by disabling the following option – “Use 64-bit process for code analysis“ Navigate to Tools >> Options >> Text Editor >> C# >> Advanced The “Use 64-bit process for code analysis” option in Visual Studio … Continue reading "Fixed – Feature ‘Semantic classification, Document Highlights, etc. ’ is currently unavailable due to internal error – Visual Studio"

64. Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse

    The new insert template dialog box adds features to quickly find and insert the appropriate email template. For the below email record, we have a contact, account, and user type record selected in To (Regarding), click on Insert Template to open the dialog box. The new dialog box allows selecting the view for filtering the … Continue reading "Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse"

65. How to – enable the enhanced email template editor in Model-driven Apps(Dynamics 365 / Dataverse)

    Below is what our existing or current Email Template editor looks like (Sales Hub >> Personal Settings >> Email templates) Let us now enable the Enhanced Email Template editor for the App / Environment (it is enabled by default for Customer Service workspace and Customer Service Hub apps) Create or Open an existing solution, Add … Continue reading "How to – enable the enhanced email template editor in Model-driven Apps(Dynamics 365 / Dataverse)"

66. Dataverse Custom API – Global and Entity (Binding Type) example

    We can define the Custom API’s binding type as Global, Entity, or Entity Collection. In this post, we can see how a Global and Entity binding type Custom API can be defined, write a corresponding plugin, and then invoke/test through Postman. We can create Custom API through Plugin Registration Tool, Power Apps, Code, Solution files, … Continue reading "Dataverse Custom API – Global and Entity (Binding Type) example"

67. Fixed – Plug-in assembly fullnames must be unique (ignoring the version build and revision number) – Dynamics 365 / Dataverse

    Recently while trying to register the plugin, we got the below error Microsoft.Crm.CrmException: Plug-in assembly fullnames must be unique (ignoring the version build and revision number). —&gt; Microsoft.Crm.CrmException: Plug-in assembly fullnames must be unique (ignoring the version build and revision number). It was because we were trying to register the assembly which was already registered … Continue reading "Fixed – Plug-in assembly fullnames must be unique (ignoring the version build and revision number) – Dynamics 365 / Dataverse"

68. Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse

    From the notes in the timeline, now we can link an existing note to an existing case, contact, or account record (this will unlink it from the current record) and also create either a new case, contact, or account record. To configure it, open the Notes property of the Timeline section in the form. Below … Continue reading "Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse"

69. How to – Permanently delete users in the Power Platform (Dataverse / Dynamics 365)

    To delete the user from Power Platform, we need to enable the following feature – Delete disabled users. Before enabling this feature we can see the following Views for the Users. After enabling Delete disabled users, we can see 2 new views added, Also currently we can see 3 users (enabled) in the environment. Now … Continue reading "How to – Permanently delete users in the Power Platform (Dataverse / Dynamics 365)"

70. Analytics capabilities of Kupp Code Analytics

    In the previous posts, we covered the Overview and Key Features of Kupp Code Analytics, the installation and setup process of the extension, and its Intellisense capabilities. Here we’d have a quick look at the analytics capabilities of the extension. To enable it, inside Visual Studio, navigate to Tools >> Options >> Kupp Code Analytics … Continue reading "Analytics capabilities of Kupp Code Analytics"

71. Entity Id must be specified for Operation – Dataverse / Dynamics 365

    We might get the below error while performing the update operation. This could be if we have not specified the GUID of the record to be updated or if we are using an Alternate Key to update the record, we have not specified the KeyAttributes property. We either need to specify the Id property or … Continue reading "Entity Id must be specified for Operation – Dataverse / Dynamics 365"

72. ERROR REQUESTING Token FROM THE Authentication context – General ADAL Error (Dataverse / Dynamics 365)

    We might get the below error while connecting to the Dataverse Web API using the client ID and client secret. AADSTS700016: Application with identifier ‘6d8ff73a-27ef-443c-b524-d8b69ae87580’ was not found in the directory ‘w72tk’. This can happen if the application has not been installed by the administrator of the tenant or consented to by any user in … Continue reading "ERROR REQUESTING Token FROM THE Authentication context – General ADAL Error (Dataverse / Dynamics 365)"

73. Free up storage space – Dataverse / Dynamics 365

    Recently for setting up a new environment, we created a new sandbox environment and copied the production environment to it. Next, we had to reduce the storage space occupied by this new environment. We followed the below steps These steps allowed us to decrease the Database Usage from 110 GB to 65 GB. And File … Continue reading "Free up storage space – Dataverse / Dynamics 365"

74. Use Copilot to create a journey – Dynamics 365 Marketing

    We can make use of Copilot to create a journey for us, using everyday conversational language. To enable it, navigate to Settings >> Overview >> Feature Switches >> Journey (Copilot) Let us see it in action, by creating a new journey record. We get the option to select predefinedexamples to start with. Here we have … Continue reading "Use Copilot to create a journey – Dynamics 365 Marketing"

75. Using xMultiple along with User Multiplexing for improved performance – KingswaySoft SSIS Integration Toolkit (Dataverse / Dynamics 365)

    Let us continue our previous post, where we observed performance improvements by using User Multiplexing Now let us try making use of the xMultiple feature (CreateMultiple, UpdateMultiple, and CreateMultiple messages) of the CRM / CDS Destination Component. We have updated the Batch Size to 100 to trigger the xMultiple However this time we got the … Continue reading "Using xMultiple along with User Multiplexing for improved performance – KingswaySoft SSIS Integration Toolkit (Dataverse / Dynamics 365)"

76. Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)

    Content Ideas Copilot can be used to quickly generate content ideas for emails based on topics (key points) and tone specified. To enable it, navigate to Settings >> Feature Switches >> Email Editor (Copilot) To see it in action, create or open an email record, and open the Copilot panel from the right panel or … Continue reading "Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)"

77. Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)

    Recently we had a requirement to remove an existing plugin, as that was no more required. Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps are disabled, whenever we deploy … Continue reading "Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)"

78. Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365)

    While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details –

79. Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)

    Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability. Create a new Segment from Real-Time Marketing >> Audience >> Segments Specify the segment name and the target audience (either contact or lead) Now in Query Assist, we can specify the details of the segment It also provides us … Continue reading "Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)"

80. Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)

    Sales Copilot can be used to get the latest news for the company or account associated to the Lead, Opportunity, Contact, or Account form. We can also use the prompt “Get latest news for account” and either specify and account record or choose one of the account record listed. Allow data movement across regions in … Continue reading "Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)"

81. Pin Activities in Timeline – Dynamics 365

    With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline. We could see that option available for the Notes in the timeline. It also shows the number of records pinned. To unpin it, we need to click the icon again, and the … Continue reading "Pin Activities in Timeline – Dynamics 365"

82. How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)

    Let us see how we can make use of User Multiplexing to get better performance. Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact). Data Spawner is used to create the 20000 contact record. The CRM Connection is … Continue reading "How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)"

83. Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)

    Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. Allow data movement across regions in the Power Platform Admin Center using Enable copilots and generative AI features outside United States and Switzerland – Power Platform | Microsoft Learn To enable Sales Copilot, navigate … Continue reading "Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)"

84. Cleaning up the ActivityPointBase to free up storage– Dataverse / Dynamics 365

    In one of our environments, the ActivityPointBase table was occupying nearly 20 GB. It was earlier 40 GB, and we then deleted email records to bring it down to 20 GB. On downloading the table details, we did not get a clear idea of what activity-type table was occupying that much space. So we raised … Continue reading "Cleaning up the ActivityPointBase to free up storage– Dataverse / Dynamics 365"

85. Reparent relationship cascading behavior in Dynamics 365 / Dataverse

    Check out the below articles explaining in detail the Reparent behavior. About the reparent action

86. Dataverse Custom API – Key Articles / Tool

    Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API Custom API Test (XrmToolBox plugin) by Jonas Rapp – https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.CustomAPITester/ Also check the other interesting articles on Custom API – https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/ https://www.pragmatic-development.io/blog/implement-business-logic-with-dataverse-custom-api/

87. Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)

    Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record. Sales Copilot uses Audit History to show the recent updates. Allow … Continue reading "Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)"

88. Enhanced Active Conversation form in Omnichannel for Customer Service – Dynamics 365

    The conversation form in Omnichannel is now updated to allow agents to view and edit customer and case information more efficiently. To enable it, Inside Customer Service Admin Center app – navigate to Workspaces >> Active Conversation form settings (Manage) Before we enable it let us have a look at the exiting conversation form. Now … Continue reading "Enhanced Active Conversation form in Omnichannel for Customer Service – Dynamics 365"

89. Use Sales Copilot to compose email messages (preview)– Dynamics 365

    Sales Copilot can generate and suggest email content while composing or replying to an email in Dynamics 365 in the context of a Lead or Opportunity record. Allow data movement across regions in the Power Platform Admin Center using Enable copilots and generative AI features outside United States and Switzerland – Power Platform | Microsoft … Continue reading "Use Sales Copilot to compose email messages (preview)– Dynamics 365"

90. Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)

    We recently had a requirement to create the SharePoint folder automatically on the Account records creation, instead of having the users click on the Documents tab to create it. We could write a Power Automate flow to achieve this. Here we have enabled the Share Point server-based integration. Also, the SharePoint Site and the main … Continue reading "Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)"

91. Using IntelliSense with Kupp Code Analytics

    In the previous posts, we covered the Key Features and Capabilities of Kupp Code Analytics and the Installation and Setup of the Visual Studio Extension. In this blog post, we’ll cover one of its key features – IntelliSense. As we saw in the last post the Kupp Analytics tool will download and cache the Metadata … Continue reading "Using IntelliSense with Kupp Code Analytics"

92. How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)

    Recently we had a requirement to upload a document (pdf) to a SharePoint folder. We had the URL of the field saved in one of the fields of the Contact table in Dynamics 365 / Dataverse. Below is our field and the URL in it. (the URL points to the Manual of Fulla 2, one … Continue reading "How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)"

93. Trying out – CreateMultiple bulk operation message (Preview) in Dataverse (Dynamics 365)

    As we know now we have the bulk operation messages – CreateMultiple, UpdateMutiple, and DeleteMultiple (only for elastic tables) released with UpsertMutilple coming soon. The messages allow us to work with records in bulk. Get more details here And in fact, now we can also write plugins against the CreateMultiple and UpdateMultiple messages. Get more … Continue reading "Trying out – CreateMultiple bulk operation message (Preview) in Dataverse (Dynamics 365)"

94. Date Time Fields (Date Only and User Local – Behaviour) in Power Automate (Dataverse)

    Recently we faced an issue in our flow that was showing a different date that the date entered by the user for a date time field. Let us look at the below scenario to understand it. Say we have the below field Date and Time with Time Zone Adjustment as User Local created in CRM … Continue reading "Date Time Fields (Date Only and User Local – Behaviour) in Power Automate (Dataverse)"

95. Fixed – The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty in Dataverse / Dynamics 365

    Recently while trying to use the new CreateMutipleRequest message we got the below error – “The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty” It was because we were not populating the EntityName property of EntityCollection class. Specifying it fixed the issue. Hope it helps..

96. Blog Posts on Voice Channel – Dynamics 365 Omnichannel for Customer Service

    Listing down the blog posts on Voice Channel setup and configuration for quick reference

97. Customize label – Search customer, Search Issue in Conversation form – Omnichannel for Customer Service

    To rename the Search Customer and Search Issue labels in the conversation form, search and open the corresponding RESX Web Resource for customization. The search term used – “CustomerSummaryLabels.1033” Open and copy the content Update the value property accordingly Before – To – Upload and publish the changes. We can see the labels updated. Hope … Continue reading "Customize label – Search customer, Search Issue in Conversation form – Omnichannel for Customer Service"

98. Integrating PVA with Omnichannel Live Agent

    For part 1 –

99. Fixed – URL was not parsed due to an ODataUnrecognizedPathException or Bad Request – Error in query syntax (Power Automate)

    We got the below error while trying to set a lookup field because of the incorrect syntax. or The incorrect syntax / formula – It should be either logicalcollectionname(GUID) Or logicalcollectionname/GUID https://nishantrana.me/2022/06/20/fixed-resource-not-found-for-the-segment-in-power-automate/ After setting it correctly, the flow ran successfully. Hope it helps..

100. Getting Started – Installation and Setup Kupp Code Analytics

     In the previous post, we covered key features and capabilities of Kupp Code Analytics – the powerful Visual Studio Extension for Power Platform and Dynamics 365 Developers. You can refer to it here In this blog post, we’d cover the installation and setup of the Kupp Code Analytics extension. To get the extension, inside Visual … Continue reading "Getting Started – Installation and Setup Kupp Code Analytics"

101. Fixed – Power Automate flow not getting triggered

     We had one flow on the creation of an account record, our flow was running fine, and then we made a few changes to it and saved it, after which it stopped getting triggered. We could not figure out why it was not getting triggered so eventually we tried changing the Trigger Type to Added … Continue reading "Fixed – Power Automate flow not getting triggered"

102. How to – Create an Automated low-code plug-in (Dataverse) (experimental)

     In the previous post, where we installed the Dataverse Accelerator app and saw how to write basic low-code Instant Plugins. Here we’d look at the Automated low-code Plugins. Select the New Plugin option in the Dataverse Accelerator app to create Automate Plugins. We get the option to select the table, the event, define the behavior … Continue reading "How to – Create an Automated low-code plug-in (Dataverse) (experimental)"

103. How to – Create an Instant low-code plug-in (Dataverse) (experimental)

     Low-code plug-in is a new experimental feature released by Microsoft, for early adopters, not meant to be used in production. As per Microsoft, “the experimental features can change radically or completely disappear at any time“. There are 2 types of low-code plug-ins we can write – Instant and Automated. Instant plug-ins are triggered manually and … Continue reading "How to – Create an Instant low-code plug-in (Dataverse) (experimental)"

104. Try the new modern look for the Model-driven app (Preview)

     The new modern refreshed look for the Model-driven app can be enabled from Maker Portal >> Model-driven App (Edit) >> Settings >> Upcoming – Try the new look and feel (preview) The new look makes use of the latest Fluent UI React Components Or now we see the option to Try the new look in … Continue reading "Try the new modern look for the Model-driven app (Preview)"

105. Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse

     After enabling Server-Based SharePoint Integration, inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact. Here we have opted for Account-based first. We can see the following folders created on the SharePoint site, that take the table or entity name. And the records folder for Accounts … Continue reading "Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse"

106. Dynamics CRM Web API C# Auto Refresh Access Token while performing API request to CDS

     Originally posted on xrm CRM Dynamics:
     As we know to connect to CDS WEB API from C# application we first need to acquire access token and validity of that is 1 hour. While performing small number of requests this will be sufficient. However when we want to run long running process we will get HTTP…

107. Extend access token lifetime

     Originally posted on @ramontebar 👨‍💻:
     Imagine you have an external system pushing some customer data to your Dynamics 365 environment overnight and sometimes it requires longer than an hour throwing a 401 error. In this article, I’ll describe how you can extend the lifetime of the access token used to connect to the Microsoft Dataverse API…

108. Send bulk email / direct email to Customers – Dynamics 365

     To enable the option of sending bulk email / direct mail in Unified Interface, we can navigate to Settings >> Administration >> System Settings >> Email >> Enabled Send Direct Email Action in Unified Interface Now on selecting the record(s) of email enabled table, we get the option “Send Direct Email” We can also specify … Continue reading "Send bulk email / direct email to Customers – Dynamics 365"

109. Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing

     Recently we got the below error while trying to open the files in our Real-time marketing Assets Library. We raised the Microsoft Support ticket for this and got the issue fixed. This was because our environment was in Admin mode. (as we were going live so had kept it in admin mode, till we verify … Continue reading "Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing"

110. Fixed – We can’t find the form page you’re trying to load – Dynamics 365 Marketing

     Recently we saw the below error in one of our marketing forms hosted on the website – We can’t find the form page you’re trying to load: <div data-editorblocktype=”FormBlock” data-form-block-id=”64d87bc7-279d-ed11-aad1-00224814fd52″></div>. Please check your page setup. This occurs if the form is not Live. Making the form “Go live” will fix the issue. Hope it helps..

111. Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing

     Recently we were getting the below issue for our Marketing Forms hosted on an external website on a particular authenticated domain. The pages were working fine in other authenticated domains. “The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms. Otherwise, a browser extension or plugin … Continue reading "Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing"

112. Interesting articles on Plugin behavior – Dynamics 365 / Dataverse

     Found below interesting articles, do check out-  Can we create child records in Pre-Operation Plugin?https://community.dynamics.com/forums/thread/details/?threadid=1e757e7a-60b2-4fc6-9a94-acea44b18f8c What happens when we use ExecuteMultiple within Plugin?https://www.inogic.com/blog/2015/11/executemultiple-workflow-or-plugin-assemblies/

113. ParentContext property of IPluginExecutionContext – Dynamics 365 / Dataverse

     Recently we had to write a plugin that should trigger only when a user has manually associated the record from the form (N-N relationship). This was because we were also doing the same association through another plugin, in which case we didn’t want this new plugin to trigger. Here we can make use of ParentContext … Continue reading "ParentContext property of IPluginExecutionContext – Dynamics 365 / Dataverse"

114. Associate/Disassociate plugin messages in CRM

     Originally posted on Rajeev Pentyala - Microsoft Power Platform:
     In CRM, the Associate or Disassociate event happens If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. Entity Associate View In Plugins, the Associate & Disassociate messages behave little different than…

115. Missing dependencies – You’ll need to import the following items to this environment error while importing the solution – Dynamics 365 / Dataverse

     Recently while trying to import one of the solutions we got the below error Missing dependencies. You’ll need to import the following items to this environment. It was referring to one of the Managed Solutions – DynamicsMKT_PushNotification, managed by Microsoft, for Microsoft Dynamics 365 Marketing. We realized that the source environment had a higher version … Continue reading "Missing dependencies – You’ll need to import the following items to this environment error while importing the solution – Dynamics 365 / Dataverse"

116. Sample Code – Enable / Disable Plugin Step (sdkmessageprocessingstep) Dynamics 365 / Dataverse

     Recently we had to disable plugin steps as part of data migration, below is the sample code we can use, either specify the name of the assembly, plugin, or plugin step as we are using the “begins with” condition or make changes as required. Hope it helps..

117. Fixed – 0x90000010 Can not retrieve view’s metadata (Dynamics 365)

     We were recently getting the below error in one of the views in the Dashboard. 0x90000010 Can not retrieve view’s metadata The issue occurred because we had converted that Dashboard from a personal to System / Public Dashboard using the below wonderful XrmToolbox Plugin, https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.PersonalViewsMigration/, which converted it to System Dashboard successfully, however, this was … Continue reading "Fixed – 0x90000010 Can not retrieve view’s metadata (Dynamics 365)"

118. Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power Apps (Dataverse)

     Recently in one of our custom pages, we had to set the default value (DefaultSelectedItems) of the combo box based on one of the lookup fields on the record. We were opening the custom page from the ribbon button on the form. Below is our function to pass the record’s GUID to the custom page … Continue reading "Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power Apps (Dataverse)"

119. Fixed – View Name as Blank in Dynamics 365 / Model-driven app

     Recently we faced an issue where one of the views was not showing its Name in the app. On selecting the View Selector, we were not getting the option to select that view. Checking in a Vanilla CRM instance, we can see it is OOB My Activities view. To fix it, we had to edit … Continue reading "Fixed – View Name as Blank in Dynamics 365 / Model-driven app"

120. My CRM is Automatically Sending E-mails to Regarded Appointments

     Originally posted on Atrio Systems Provides Value, Tips & Lessons Learned:
     Problem A common problem that many users report in CRM is that the system is automatically sending out e-mail notifications to recipients for CRM Appointments without the user’s permission. However, you know CRM doesn’t automatically send out Appointment e-mails and there are no background processes or workflows…

121. Fix – Exception in creation of lead (Dynamics 365 Marketing)

     We were getting this error in the submission of one of our outbound Marketing forms. Activity id: e1ede147-efb6-457d-bc19-826c6176a2e4, Request id: jH7xRiEzGFTdZQTbE2fkh9_Z_WtjumCqJERuYZbGSL0_0, Exception: Entity ‘Contact’ With Id = 896b960d-c5d7-4c4d-95c7-a9e226afbf8e Does Not Exist The form had only the Lead form matching defined and Only leads for Update contacts / leads. So here because of some earlier multiple/different … Continue reading "Fix – Exception in creation of lead (Dynamics 365 Marketing)"

122. Fixed – Expected non-empty Guid while importing solution in Dynamics 365/ Dataverse

     While trying to import the solution (patch), we were getting the below error. “Expected non-empty Guid” There was hardly any detail in the log file also We tried removing the solution component one by one in our source environment and trying the import again in the target environment. Eventually removing the Pages (custom page) allowed … Continue reading "Fixed – Expected non-empty Guid while importing solution in Dynamics 365/ Dataverse"

123. How to – set Calendar View to start the week from Monday – Dynamics 365

     By default, if the calendar view is starting on Sunday for the week as shown below, we can update the system settings, to start it on Monday or any other day From Administration >> System Settings > > Formats >> Customize (Current Format) Specify the First Day of Week On update, we can see the … Continue reading "How to – set Calendar View to start the week from Monday – Dynamics 365"

124. Configure Facebook Channel – Omnichannel (Dynamics 365 Customer Service)

     To setup Facebook Channel, Login to https://developers.facebook.com/, create a new account or use an existing developer account Create a new Facebook App Select the app type as Business Provide an appropriate name and create the app. Select Messenger as the Product for the app. Next either  add an existing page or create a new one … Continue reading "Configure Facebook Channel – Omnichannel (Dynamics 365 Customer Service)"

125. Fix – The label ‘ ‘, id: ” already exists. Supply unique labelid values while importing solution – Dynamics 365

     Recently while trying to import the solution, we got the below error – The tab tag was missing the labelid property. Adding it back to the FormXml using FormXmlManager XrmToolBox plugin fixed it. Also check – https://nishantrana.me/2022/11/11/adding-contact-insights-account-insights-to-the-form-dynamics-365-marketing/ Hope it helps..

126. Configure WhatsApp channel – Omnichannel (Dynamics 365)

     To configure the WhatsApp channel, we need to set up the account in the Customer Service Admin Center. Navigate to Customer Support >> Channels >> Messaging Accounts (Manage) Select the New Account option there Select WhatsApp as the channel Next, we need Account SID and Authentication token. To get this information we need to create … Continue reading "Configure WhatsApp channel – Omnichannel (Dynamics 365)"

127. Disable Export and Print button in Dynamics 365 CE (CRM) report viewer.

     Originally posted on Prashant Kumar Maurya:
     In one of my recent project, there was a requirement to disable/remove export button from report viewer (Only for certain set of users). To achieve this, we had to remove below two permissions from all roles assigned to those users. You can remove one or both the permission to…

128. Connect Power Automate to Twitter using a Bring Your Own App approach

     Originally posted on CIAOPS:
     As I have detailed previously: Power Automate Twitter connector failing I needed to regenerate the connection to Twitter in my Flows. The following is what worked for me and I hope it can help you as I didn’t find this set out clearly anywhere else. I found that you needed to…

129. Fix – Missing dependencies error while importing solution (Dynamics 365)

     Recently while importing the solution in our UAT we got the below error – It was showing the above entity relationships missing in the solution. We could not find them inside the Power Apps Maker Portal, to add them in the source solution. Interestingly enough we were able to find them from the classic solution … Continue reading "Fix – Missing dependencies error while importing solution (Dynamics 365)"

130. Using Customer Lookup in Canvas Apps (Dataverse)

     For this example, we are taking the Company Name customer lookup column of the contact table. We start by adding the Customer Name field to the form. That adds a card to the form, let us add the required controls to get it working Radio Button, Combo box, and Text Label for the combo box. … Continue reading "Using Customer Lookup in Canvas Apps (Dataverse)"

131. Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)

     Recently we faced an issue wherein the custom page was not loading any data, however, it was working for users with the System Administrator role. The gallery control shows the Product details. There were no errors in the Developer Tools, we tried by giving all Organization level rights to the users on the tables involved … Continue reading "Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)"

132. Enhanced Case experience – Full case form – Dynamics 365 Customer Service

     Enhance Case Experience is currently available only for the Customer Service Workspace app which targets to increase the productivity of the agent. To enable it, navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Enhanced case experience (Manage) Enable the options – Here we have enabled the Full case form experience. … Continue reading "Enhanced Case experience – Full case form – Dynamics 365 Customer Service"

133. Overview and Key Features of Kupp Code Analytics (Visual Studio Extension for Dynamics 365 / Power Apps)

     Kupp Software, Microsoft Partner, based in Austria, last year released their product Kupp Code Analytics (Code Analytic Tool) for Microsoft Dynamics 365, intending to help the teams to be more proficient through automating manual tasks, provide IntelliSense, code analysis, performance analysis, etc. In this blog post, we’d have a brief look at Kupp Code Analytics. … Continue reading "Overview and Key Features of Kupp Code Analytics (Visual Studio Extension for Dynamics 365 / Power Apps)"

134. FaultException – RetrieveMultiple: GetEntityDataByFetchSearch while using Configuration Migration Tool – Dataverse / Dynamics 365

     While recently trying to move configuration data using the Configuration Migration tool, we got the below error. FaultException`1 - RetrieveMultiple : GetEntityDataByFetchSearch |=> 'msdyncrm_segment' entity doesn't contain attribute with Name = 'msdynmkt_name' and NameMapping = 'Logical'. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext = False, Timestamp=65138568, MinActiveRowVersion=65138568, MetadataInstanceId=53062908, LastUpdated=2023-04-20 07:29:48.697, OrgId=f69f1cea-23d9-446f-9130-ed45ce666b28Source : mscorlibMethod : HandleReturnMessageDate : 21-04-2023Time : … Continue reading "FaultException – RetrieveMultiple: GetEntityDataByFetchSearch while using Configuration Migration Tool – Dataverse / Dynamics 365"

135. Notes Control – Dynamics 365

     We now have new Notes control for the Case table. The new notes control allows us to associate/create note without the need to create the case record first. Here we are adding the Notes control in our Case form. Specify Pre Create Notes Id (Text) as Table Column for Bound Attribute. Save and publish the … Continue reading "Notes Control – Dynamics 365"

136. Due Open Activities Control – Dynamics 365

     The due open activities control shows the activities due today or overdue. It is added by default in the Enhanced Case form but can be added in the forms of other tables. Hovering over it shows the details of the records. Clicking on it opens the Associated Activity view (tab). Below we are adding the … Continue reading "Due Open Activities Control – Dynamics 365"

137. Attachment Control – Dynamics 365

     The new attachment control allows users to upload , download, delete, and view attachments that are added to a table through notes or emails or directly (for Case Table). Below we have 2 attachments added to the case record. We can see both the attachments there in the Attachments control along with an additional attachment … Continue reading "Attachment Control – Dynamics 365"

138. Multiple ways to call azure function in Dynamics 365.

     Originally posted on Dynamic's 365 Blogs:
     Nowadays, multiple organizations are storing their data everywhere, it is in Cloud or On-premise and it is increasing day by day with the help of internet connectivity. Organizations are asking their developers to respond with highly-scalable solutions. Solutions that often require developers to implement on-demand or scheduled batch jobs…

139. How to set Date Picker as Blank (Null)- Canvas Apps / Dataverse

     If no dates are selected the Date Picker control will display a default date. This comes from the InputTextPlaceholder property We can update the formula to set the field as blank. If(IsBlank(Self.SelectedDate), Text(Blank())) Hope it helps..

140. Enable email address validation (preview) in the Model Driven app / Dynamics 365

     To enable the new email address validation feature (preview), log in to Power Platform Admin Center >> Settings >> Features >> Data Validation Switch On – Data Validation. (Interestingly in one of the environments enabling this setting was enough to get the smart email validation working however in another environment had to enable the below … Continue reading "Enable email address validation (preview) in the Model Driven app / Dynamics 365"

141. Fixed – Exception in creation of lead (Dynamics 365 Marketing)

     Recently we were getting the below error in one of our marketing forms for form submission record. Exception in Creation of lead – Activity id: 40ff82fc-bb10-4d30-8671-12683392ccdf, Request id: AsChkx2zn5IKrjHVC4cTb6j-ZkB23D0PqgCdxwi8kEE_0, Exception: An item with the same key has already been added. This was because we had mistakenly added first name fields twice as the form-matching attribute … Continue reading "Fixed – Exception in creation of lead (Dynamics 365 Marketing)"

142. How to – Extend (Recover) the trial environment (Dataverse / Dynamics 365)

     On logging into Power Platform Admin Center, we would see our trial environment as expired And then within one day or so, we would see them deleted inside Recently deleted environments Select the deleted environment and Select Recover Within 10 -15 minutes we can see the environment recovered with the trial extended for 13 more … Continue reading "How to – Extend (Recover) the trial environment (Dataverse / Dynamics 365)"

143. Manage Security Roles using the new modern UI (preview) – Power Platform Admin Center

     Security roles can be now managed using the new modern UI (preview). Select Security Roles (See all) for an environment, within Power Platform Admin Center. Select Edit for a security role. We can see here Display only parent security roles option is On by default. We can see the different options. Filter based on table … Continue reading "Manage Security Roles using the new modern UI (preview) – Power Platform Admin Center"

144. {Dynamics CRM Error} The formatter threw an exception while trying to deserialize the message

     Originally posted on xrm CRM Dynamics:
     Today while working on one of the queryexpression code in my project I faced this issue. Error Details Message=The formatter threw an exception while trying to deserialize the message: There was an error while trying to deserialize parameter http://schemas.microsoft.com/xrm/2011/Contracts/Services:request. The InnerException message was 'Error in line 1 position 1836.…

145. Get RequiredAttendee (Required) from the Meeting (appointment) table – Power Automate / Dataverse

     Below is the sample flow we can use to retrieve the Required (requiredattendees) field’s value from the Meeting table (on the update of the record). Here we are triggering the flow, if there is an update in the subject field of the meeting record. Then using the List rows action we are fetching the Activity … Continue reading "Get RequiredAttendee (Required) from the Meeting (appointment) table – Power Automate / Dataverse"

146. Filter rows using contains, startswith and endwith Power Automate – Dataverse

     Recently in one of our projects, we were using the Microsoft Bookings App for the users to book an appointment(outlook) and then were syncing this appointment back to Dynamics 365 through the category “Tracked to Dynamics 365” (Server Side Synchronization) Get more details on it here – https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/ Here if the users were canceling the … Continue reading "Filter rows using contains, startswith and endwith Power Automate – Dataverse"

147. Using existing Web Resources (image) and Icons for button/ command – Dynamics 365 / Model-driven apps

     In case of a new command that is added through Command Designer, we can specify an existing Icon using the Use Icon option. We can also search and specify an existing Web Resource Similarly, we can use Icon Gallery (XrmToolBox Plugin) to search for the existing web resource image and icons. We can then use … Continue reading "Using existing Web Resources (image) and Icons for button/ command – Dynamics 365 / Model-driven apps"

148. Hide Show Button in Command Bar / Ribbon in Dynamics 365 / Model-Driven App (For Quick Reference)

     Open the App in the App Designer, select the Edit Command Bar for the table Also, check the limitations of the Command designer, the important one being that the pre-existing classic commands cannot be customized with the new command designer. For the new Command added, set its Visible property based on the status of the … Continue reading "Hide Show Button in Command Bar / Ribbon in Dynamics 365 / Model-Driven App (For Quick Reference)"

149. Error when trying to retrieve data from the network – Power Apps/ Dataverse

     Recently in one of the custom pages (canvas app), we started getting the below error “Error when trying to retrieve data from the network” and no data was being retrieved. Decreasing the data row limit to 500 from 2000 seemed to fix this issue for us. I assume it could be because of the number … Continue reading "Error when trying to retrieve data from the network – Power Apps/ Dataverse"

150. Error with Global Choice / Optionset with the same display name and In operator – Power Apps / Dataverse

     Recently while trying to filter the Combo box Items using the value of the Global Multi-choice field, we were getting issues in the formula. It was because the optionset / choice field in the table and the global optionset / choice, it was referring to, both were having the same display name. Issue – To … Continue reading "Error with Global Choice / Optionset with the same display name and In operator – Power Apps / Dataverse"