Set an app (Model-driven or Canvas App) as a startup app – Power Apps Mobile
Microsoft has introduced a new feature, through which we can now specify a particular app as a start-up app, that will open up when we launch the Power Apps mobile, instead of waiting for the home page / or selecting it from favorites. Below we can select the option Open at Startup to specify the … Continue reading “Set an app (Model-driven or Canvas App) as a startup app – Power… Continue Reading Nishant...
Mobile Offline Profile – Select columns to be downloaded (Dynamics 365 / Model-driven apps)
With this new feature (preview) now we can specify the columns to be downloaded on mobile devices for offline use. Select edit for the Model-driven app. Select Settings and select an existing offline profile or create a new profile. Select a new table or an existing table for the profile, we can see the Manage … Continue reading “Mobile Offline Profile – Select columns to be downloaded… Continue Reading Nishant...
Perform Age calculation using Formula Columns in Dataverse / Dynamics 365
Below we have created a new field of Data Type Formula and Formula Data Type as Whole Number Specify the following formula. RoundDown(DateDiff(birthdate, UTCNow(), TimeUnit.Days) / 365.25, 0) Below we see the field in action. UTC current date is 10th Wednesday July 2024 for the below example. Also checkout the helpful video – and the … Continue reading “Perform Age calculation using Formula… Continue Reading...
Using Homogenous Batch / Bulk operation messages for improved performance – Data Migration / Dataverse
As we all are aware Microsoft has introduced Bulk Operation messages in the platform. Now we could use the same in our SSIS Package that uses KingswaySoft’s SSIS Integration Toolkit for Microsoft Dynamics 365 by using the Homengeneous Batch Operation Messages option in the CDS / CRM Destination Component Editor. Let us first use the … Continue reading “Using Homogenous Batch / Bulk operation… Continue Reading Nishant...
Fixed – Cannot process request because the process (7340) has exited. (Microsoft Visual Studio) – SQL Server Integration Services (SSIS)
Recently while trying to run an SSIS package from within the SSDT, we started getting the below error. The package had been running without any errors a couple of weeks ago. We tried most of the options suggested, but nothing worked. So eventually tried the Update. That also didn’t work. Next, we tried the Repair … Continue reading “Fixed – Cannot process request because the process (7340)… Continue Reading...
Customize the Schedule Board to show bookable resource attribute – Dynamics 365 Field Service
Below we can see the resource cell template (or view) applied that defines the images, values, and fields displayed for the resource in the Schedule Board. Now suppose we want to show the Account (custom field) value also, that would make it easy for the Dispatcher to schedule them from within the Schedule board. For … Continue reading “Customize the Schedule Board to show bookable resource… Continue Reading Nishant...
Import Sequence Number attribute in Dataverse
Import Sequence Number is an internal field (whole number), that acts as a unique identifier of the data import or data migration that created this record that ensures data consistency and traceability during data import/migration. Here when we imported around 50 contact records from myFile0.csv, without specifying any value or mapping import sequence number, the … Continue reading “Import… Continue Reading Nishant...
Use Recycle Bin to restore deleted records (Preview)– Dataverse / Dynamics 365
To enable the feature, log in to Power Platform Admin Center https://admin.powerplatform.microsoft.com/environments Environment >> Settings >> Features and enable it We can specify 30 days as the maximum recovery time. Let us delete some of the contact and lead records. Navigate to Environment >> Settings >> Data Management >> View Deleted Records to view the … Continue reading...
Applying Modern themes to the Modern Refreshed look (app header)– Model-driven App / Dynamics 365
As we are aware the classic themes do not apply to the new modern refreshed look, however using the new modern themes at least for now we can modify the app header. For this 1st we need to create an XML Web Resource with the below tags that apply to the AppHeaderColors tag. We can … Continue reading “Applying Modern themes to the Modern Refreshed look (app header)– Model-driven App /… Continue Reading Nishant...
Project and Resources in different Time zones within Project – Dynamics 365 Project Operations
Came across below insightful post, while looking for details on Calendar Template / Work Template. Continue Reading Nishant Rana’s Article on their blog Project and Resources in different Time zones within Project – Dynamics 365 Project Operations Came across below insightful post, while looking for details on Calendar Template / Work Template....
The selected system job could not be deleted. Only completed system jobs can be deleted – Delete Recurring Bulk Deletion Jobs (Dynamics 365 / Dataverse)
While trying to delete a Recurring Bulk Deletion Job we would get the below error. “The selected system job could not be deleted. Only completed system jobs can be deleted” The way we can delete them is first to Cancel them. Next is to update the recurrencestarttime column value to 9999-12-31 for it. We can … Continue reading “The selected system job could not be deleted. Only completed… Continue Reading Nishant...
Fixed – Action Failed: A record with matching key values already exists (DuplicateRecord)– Power Automate / Dataverse
Recently while testing one of our old existing flows, we got the below error Action ‘Create_BOQ_Log_Record’ failed: A record with matching key values already exists. { “error”: { “code”: “0x80040237”, “message”: “A record with matching key values already exists.”, “@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionSourceKey”:...
Date Window Start and Date Window End fields missing on the Work Order form – Dynamics 365 Field Service
Recently we found that in one of the environments, the Date Window Start / End Dates was not showing up on the Work Order Forms, unlike the other environments. Check the forms below Well, the show and hide of the Date Window Start / End Date is controlled from Field Service Settings >> Fields Service … Continue reading “Date Window Start and Date Window End fields missing on the Work Order… Continue Reading...
Enable / Disable (turn on / turn off) multiple cloud flows using Code – Power Automate
Sharing a sample code through which we can Enable / Disable (turn on / turn off) multiple cloud flows using code. E.g. here we want to turn on the below Cloud Flows owned by a specific user. Table name – Workflow and Category – Modern Flow. Below is the sample code, code is straightforward, we … Continue reading “Enable / Disable (turn on / turn off) multiple cloud flows using Code –… Continue Reading Nishant...
Fixed- Flow not getting triggered (Callback Registration)– Power Automate / Dataverse
Recently in one of our environments, the out the box flow – “Deserialization of Inspection Definition” wasn’t getting triggered even when it was in the On state. This was because the “CallbackRegistrationExpanderFilter” operation was failing with the below error. Unexpected failure during ValidateUserAccessCached. Ex:… Continue Reading Nishant Rana’s Article on their blog Fixed- Flow not getting triggered (Callback...
Fixed – Resource not found for the segment action error – Power Automate / Dataverse
Recently we got the below error for one of our flows – Resource not found for the segment ‘dow_ArtefactMoveNotesAttacmentToBlob’. The flow was running fine with no errors a couple of days back. On trying to edit the flow we can see it not listing the action in the Perform an unbound action step, instead giving … Continue reading “Fixed – Resource not found for the segment action error … Continue Reading Nishant...
How to – enable/disable the timeline highlights generated by generative AI – Dataverse / Model-drive Apps
With the Timeline highlights (Generative AI) feature, agents can quickly view the critical information (summary) about the different activities in the timelines, without the need for clicking/reading through each of the activities. We can enable and disable it at both the form level, app level and environment level. At the form level, we can check/uncheck … Continue reading “How to –… Continue Reading Nishant...
This password does not meet the length, complexity, age, or history requirements of your corporate password policy (Minimum Password Age)
We might get the below error even after specifying a new password having the appropriate length, complexity, age, etc. If you are also facing the same, it could be because of the Minimum password age policy setting. It specifies the duration for which the password must be used before it can be changed. It could … Continue reading “This password does not meet the length, complexity, age, or… Continue Reading Nishant...
This operation cannot be performed because there is an active lifecycle operation on the environment – Dataverse / Power Platform
While trying to enable Admin Mode for one of our Dataverse Environments, we got the below error “This operation cannot be performed because there is an active lifecycle operation on the environment” This was because we had a copy operation going in the background, we were copying that particular environment to another environment. After the … Continue reading “This operation cannot be… Continue Reading Nishant...
Fixed – The system could not log you on. This could be because your user record has been disabled in Microsoft Dynamics 365 error when trying to create or save a record
Recently in one of our environments, we were getting the below error on trying to create/update a contact or account record. Exception Message: The user with SystemUserId=08b9fcec-8c8f-ee11-be36-0022489338d1 in OrganizationContext=33679242-8c8d-ee11-8174-0022489425ce is disabled. Disabled users cannot access the system. Consider enabling this user for the action to succeed.. User… Continue Reading Nishant Rana’s Article on...
Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect message in the Project entity/table – Dynamics 365
We might get the below message/notification on opening the Project form – Dates and values are displayed in your time zone. Because the project could take place in a different time zone, the project schedule may appear incorrect. This message will appear if the Project’s timezone differs from the logged-in user’s timezone. The project’s timezone … Continue reading “Dates and values are… Continue Reading Nishant...
Bypass execution of specific plugin (step) using BypassBusinessLogicExecutionStepIds parameter – Dynamics 365 / Dataverse
The BypassBusinessLogicExecutionStepIds optional parameter or request header value allows us to bypass a specific plugin step by passing its GUID, irrespective of whether it is synchronous or asynchronous, unlike the other optional parameters – BypassCustomPluginExecution and BypassBusinessLogicExecution that will bypass all the custom synchronous and/ or asynchronous logic (plugins and… Continue Reading Nishant Rana’s...
Using BypassBusinessLogicExecution Parameter (Preview) to bypass Custom Sync and Async Logic (Plugin and Workflow) – Dataverse / Dynamics 365
Using the new BypassBusinessLogicExecution parameter we can bypass both sync as well as asynchronous custom logic (i.e. sync / async custom plugin and custom workflow registered), unlike the BypassCustomPluginExecution parameter which applied to only the synchronous custom logic. Let us see it in action with a simple example. We have the following Plugin registered against … Continue reading… Continue Reading Nishant...
Fixed – Dependency Calculation – There was an error calculating dependencies for this component. Missing component id {GUID} – Dataverse / Dynamics 365
Recently while trying to create a new 1-n relationship between 2 newly created custom tables, we got the below error. “There was error calculation dependencies for this component” System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: The dependent component Attribute (Id=676fb834-d94a-47cc-9bee-2963ef589b83) does not exist. Failure trying to associate it with… Continue Reading Nishant Rana’s...
Understanding Privilege Check and Shared Access in Dataverse / Dynamics 365
Let us understand this with a simple example. We have the following 2 custom tables having a 1 – N relationship. Project (1-n) Artefact. The relationship behavior is Custom with Cascade All for all the actions except Delete. User 1 is the System Administrator and Test User 1 has the Field Service Admin role but … Continue reading “Understanding Privilege Check and Shared Access in Dataverse… Continue Reading Nishant...
Turn on failed or You need a Microsoft Dynamics 365 license to continue error while trying to Activate a Workflow – Dynamics 365 / Dataverse
Recently while trying to Activate a Workflow we got the below error – Turn on failed. The user with SystemUserId=f02934fa-483e-eb11-bf70-000d3a795b83 in OrganizationContext=37c5705b-a88f-4f40-b654-7bab4d5c1f95 is not licensed. Please contact your system administrator to add license to this user for the action to succeed. SystemUserAccessMode=0 is not either of (NonInteractive=4,… Continue Reading Nishant Rana’s Article on...
Flow Error – It hasn’t been triggered successfully in the last 28 days (Power Automate / Dataverse)
For one of our flows while testing we realized it was not getting triggered. We could see it giving below error – There’s a problem that needs to be fixed to trigger this flow – It hasn’t been triggered successfully in the last 28 days. We tried a couple of things and I think either … Continue reading “Flow Error – It hasn’t been triggered successfully in the last 28 days (Power...
Use Filter Array action to remove values from an array variable – Power Automate
Suppose we have below array variable – varTestVariable having a list of GUIDs in it. And we have another array variable varWorkOrderGuidToBeRemoved which has the list of GUIDs we want to remove from our first variable varTestVariable For this, we can make use of the Filter array action In From, first we have specified the … Continue reading “Use Filter Array action to remove values from an… Continue Reading Nishant...
Fixed – The latitude or longitude for the User record associated with this resource is invalid – Dynamics 365 Field Service /Dataverse
While trying to set the Start Location / End location to the Resource Address for Bookable Resource, we might get the below error Exception Message: The latitude or longitude for the User record associated with this resource is invalid. Please provide a valid latitude and longitude and then set the start and end location for … Continue reading “Fixed – The latitude or longitude for the User… Continue Reading...
Use Geolocation Settings for Location Tracking and Auditing – Dynamics 365 Field Service
We can track the different locations Field Service technicians have traveled or where they are at a given time inside Dynamics 365 Field Service. Field Service Technicians can enable location sharing from the app, and based on the Geolocation Settings configured, we can see the technician’s location in the schedule board and also list location … Continue reading “Use Geolocation Settings for… Continue Reading Nishant...
Fix the trigger – Microsoft.OData.ODataException: A binary operator with incompatible types was detected. Found operand types ‘Edm.Guid’ and ‘Edm.String’ for operator kind ‘Equal’ (Power Automate / Dataverse)
Recently in one of our flow triggers – When a row is modified (Dataverse), we got the below error Exception parsing _msdyn_billingaccount_value eq ‘a84c5028-ecdf-ed11-a7c7-00224893b2b0’ submitted for attribute filterexpression of callback registration. Target entity: msdyn_workorder. Exception: Microsoft.OData.ODataException: A binary operator with incompatible types was detected. Found… Continue Reading Nishant...
Portal does not load and displays “Server Error” or shows “Getting set up.. This might take a while” message -Portal Startup Issue (PowerApps Portal)
While trying to create a Website with Template – Partner Portal, we observed the provisioning stuck at – Getting set up… Also, it was showing the below error on checking the Site Health. “URL of the Dynamics 365 organization connected to this portal has been changed.” Which wasn’t the case as the URL of the … Continue reading “Portal does not load and displays “Server Error” or… Continue Reading Nishant...
Versioning and Drafts for Solution-based Cloud Flows – Power Automate
We now have the version support for Cloud Flows in Power Automate. This feature is only available in the new editor. Let us start by creating a simple flow, the creation part will happen in the existing editor. Let us save the flow, and select Edit >> Details in a new tab to open it … Continue reading “Versioning and Drafts for Solution-based Cloud Flows – Power Automate” Continue Reading Nishant...
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… Continue Reading Nishant...
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” Continue Reading Nishant Rana’s Article...
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… Continue Reading...
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.. Continue Reading Nishant Rana’s Article on their blog 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. We can use drag and drop to add attachments. Select (Select All)...
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… Continue Reading...
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:...
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… Continue Reading Nishant...
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… Continue Reading...
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… Continue...
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)” Continue Reading Nishant...
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… Continue Reading Nishant...
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… Continue Reading Nishant Rana’s Article on their blog...
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...
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.. Continue Reading Nishant Rana’s Article on their blog Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate...
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…. 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
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… Continue Reading Nishant Rana’s...
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… Continue Reading...