XrmToolBox: AutoNumberUpdater – new StatusCode filter
Jun19

XrmToolBox: AutoNumberUpdater – new StatusCode filter

Mayank Pujara’s AutoNumberUpdater plugin for the XrmToolBox is a great tool to add missing auto number values to an auto number field for an entity/table. In his blog you can find more details about the original version of his plugin:https://mayankp.wordpress.com/2021/12/09/xrmtoolbox-autonumberupdater-new-tool/ For my purposes I had to update accounts with missing account numbers, but in my use… Continue Reading Andreas...

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Power Automate: SharePoint Copy file action fails on file names with a plus (+) sign

  For data migration purposes I tried to copy files from one document library to another with the help of Power Automate’s copy file action for SharePoint. At some point I realized that it always fails on file names that contain a plus (+) sign. Checking the community pages I found this article that pointed me to the right direction to find a workaround:<br… Continue Reading Andreas Cieslik’s Article on their...

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Power Automate: Avoid Apply to Each for List rows action (DataVerse)

If you do not want to use the Apply to Each loop after a Dataverse List rows action you can use the following in a Dynamic Content / Expression box to directly use a field’s value in e.g. Compose action: first(outputs(‘List_rows’)?[‘body/value’])?[‘apx_fullpath’] instead of apx_fullpath you can use whatever field name you need for the entity that’s been queried before. Continue Reading...

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Workaround for broken sort buttons on the record creation and update rule items grid
Nov30

Workaround for broken sort buttons on the record creation and update rule items grid

In the customer service admin center app, if you open a “Record Creation and Update Rule” and go to Step two with the RCU items grid and you have more than 10 items in the subgrid available you might face a sorting bug which is recognized by Microsoft. Once you go to page 2 or any higher number and try so change the sort order / sequence number the sorting is not working or doing anything at… Continue Reading Andreas...

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How to quickly update an attibute from a browser bookmark

 As a developer or tester sometimes its really nice to have a direct way to update an attribute on the current record. To accomplish that you can simply bookmark a new page in e.g. Chrome and add this little piece of JavaScript into the URL field: javascript:(function(){const curId=Xrm.Page.data.entity.getId();const entName=Xrm.Page.data.entity.getEntityName();const fldName =… Continue Reading Andreas Cieslik’s...

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How to create new (missing) columns for entities in your Data Export Service Azure SQL database
Sep28

How to create new (missing) columns for entities in your Data Export Service Azure SQL database

Usually the Data Export Service (DES) automatically picks up changes on entities and creates new fields/columns in the Azure SQL database that is connected to your DES profile. Our experience was that this automatism is not always reliable thus we had to come up with a workaround. Microsoft Support suggested us to create missing columns on the export database ourselves manually, which I did. As… Continue Reading Andreas...

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How to add your personal PowerBI Dashboard as a system dashboard

The general guideline on how to create a personal dashboard is described in this article:https://docs.microsoft.com/en-us/powerapps/user/add-powerbi-dashboardsBut what if you want to rollout a global PowerBI dashboard for all users?With some tweaks you can manage it to make it work…1. After you have created your personal dashboard you need to extract the formxml of that dashboard with this… Continue Reading Andreas...

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Flows not triggering after environment copy
Jul14

Flows not triggering after environment copy

Having read this nice tip from Ankita Chavan posted here https://crmtipoftheday.com/1351/flows-not-triggering-after-an-environment-copy/ it did not resolve our problem. Our instance was not in administration mode and it still did not work. This forced me to create a ticket with Microsoft to solve this issue.Here are the troubleshooting notes:- you have flows with a CDS trigger- none of them… Continue Reading Andreas...

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Yet Another Address Autocomplete PCF Control–powered by Bing
Nov18

Yet Another Address Autocomplete PCF Control–powered by Bing

In this blog post I will not go into detail in how to install all the pre-requisites that are required to build and run PCF controls. My goal was to build a new PCF control and get into coding of PCF controls as fast as possible.Here are a few links to articles that will help you installing the pre-requisites (Microsoft PowerApps CLI) <a… Continue Reading Andreas Cieslik’s Article on their blog Yet Another Address...

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Experiences with profile cards in Dynamics 365 v.9.1
Nov04

Experiences with profile cards in Dynamics 365 v.9.1

Today I was testing out the profile cards feature and analysed how Microsoft implemented it as there is only little information to find on docs.microsoft.com, like this article:https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/enable-profile-card While using the profile cards I experienced a behavior that was not really self-explanatory for me and my colleagues…. Continue Reading Andreas...

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Cannot find the administrative settings with Unified Interface apps in my Dynamics 365 trial

When go to https://trials.dynamics.com and create a new trial environment the first step I always do is to go to the Settings => Security => User to promote my user as admin. With the new unified interface you might find out quickly that this approach will not help you in the classic way where you tried to open the Dynamics 365 – custom – App in order to navigate to the Security settings…. Continue Reading Andreas...

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Set Multi-OptionSet values with a custom workflow activity
Feb01

Set Multi-OptionSet values with a custom workflow activity

As the relatively new multi-optionset field type arrived with v.9 of Dynamics 365 the need to set values via workflow is quite a common requirement. So I searched within the community to find some ideas on how to solve and create such a workflow activity and so I stumbled upon Demian Raschkovan’s Workflow Tools with can be found on his github repository:

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Updating custom workflow activites with additional input parameters
Feb01

Updating custom workflow activites with additional input parameters

While developing new or extending existing custom workflow activies you might experience a problem that new or updated  input parameters will not show up on the workflow designer UI. In the Plugin Registrations tool you successfully updated the assembly, but still it does not show up on the UI. A simple trick solves the issue: In the Plugin Registration Tool select the… Continue Reading Andreas Cieslik’s Article on...

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Booking Status: Field Service Status can’t be changed. Record is already used on Resource Bookings
Nov30

Booking Status: Field Service Status can’t be changed. Record is already used on Resource Bookings

While using Field Service there might be the situation where you figure out that the Field Service Status does not fit to the booking status, or the Field Service Status was not provided at all.But if you try to change the Field Service Status field on a booking status record that was already assigned to any resource booking in the system you will usually see this error coming up:If the system… Continue Reading Andreas...

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Dynamics 365 App Designer – Web Interface is going to be / already deprecated?

In version 1710 (9.0.2.2279) of Dynamics 365 Online we get this dialog to create a new app… As you can see it contains the Client options Web and Unified Interface. After an automatic minor update to the newer version 1710 (9.1.0.33) online you only have this dialog available. This version creates a unified interface app by default and you cannot create apps with a web… Continue Reading Andreas Cieslik’s Article on their...

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TypeError: Cannot read property ‘Metadata’ of undefined at Object.GetOrderType

Field Service added some new forms to entities like opportunity, quote, order, etc. as well as a JavaScript library running on these forms. Now if you had copied a form based on a FS form then with an earlier version of Field Service you would have received this error everytime you try to save or load a record. TypeError: Cannot read property ‘Metadata’ of undefined at… Continue Reading Andreas Cieslik’s...

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Issue with SLA fields with lower case schema names

On a customer tenant we had the issue on some orgs that with SLA feature enabled on the entity work order the transferred solution created on the target system fields with lower case schema names: DEV-System with proper schema names: Exported as managed solution and then imported to a Dynamics 8.2.2.x Online system: => now with wrong lower case schema names Microsoft confirmed in… Continue Reading Andreas Cieslik’s...

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Lessons learned with decimal separators

I read several blog articles how easy it is to use realtime workflow based auto number solution with a new auto number entity. In one of the recent project I thought I will use this approach instead of a third party solution. It worked fine but I struggled with this issue: As you can see the value has decimal separators. So I was upset and thought about how to solve it. A blog… Continue Reading Andreas Cieslik’s Article on...

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Personal language setting flips back to base language

If you recently updated your CRM environment and CRM users approach you with complains about their personal language settings, not being able to set their desired language – you might have forgotten to install the required update for the MUI language pack(s) as well. if you see this behavior go to Settings –> Administration –> Languages There you go => we forgot to update the… Continue Reading Andreas...

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Revival of Dynamics CRM Customization Tool For Excel

Recently I used this tool for a Dynamics 365 project. I made a few fixes and rebuilt it with support for Dynamics 365 v.8.2.x. https://github.com/acieslik/CRMCustomizationToolForExcel The original code was taken from Microsoft’s discontinued Codeplex platform: https://archive.codeplex.com/?p=crmcustomizationtoolforexcel I thought it would be worth to continue this nice project and tool… Continue Reading Andreas Cieslik’s...

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