How to – use booking rules for validation checks in Dynamics 365 Field Service
Mar19

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...

Read More
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)
Mar12

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...

Read More
The ‘operationOptions’ property is not allowed on the trigger when the workflow contains actions of type ‘OpenApiConnection- Power Automate
Mar11

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...

Read More
Force Sync users from Azure AD Security Group / Microsoft 365 Group to Dataverse environment – Power Automate
Mar06

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...

Read More
ILMerge / Dependent Assemblies in Plugin – System.IO.FileNotFoundException: Could not load file or assembly ‘System.Memory.Data’ – Dynamics 365 / Dataverse
Mar05

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...

Read More
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
Mar04

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...

Read More
Only notes are available in Offline mode. Please check your internet connection to view other timeline records – Dataverse / Dynamics 365
Mar02

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...

Read More
Fixed – Duplicate records in Azure Synapse Link (Dataverse)
Feb29

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… Continue Reading...

Read More
Fixed – System.InvalidOperationException: Message size exceeded when attempting to send response to sandbox. Message Size 123 Mb. Max Allowed 128974848 Mb (Dataverse / Dynamics 365 )
Feb28

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… Continue Reading Nishant...

Read More
Block unmanaged customizations (preview) – Dataverse / Dynamics 365
Feb26

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… Continue Reading...

Read More
Exploring Pascalcase Data Mask App for masking data for Dynamics 365 and Power Platform Environments
Feb16

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… Continue Reading Nishant...

Read More
Use Sales Copilot to see the leads and opportunities assigned (Dynamics 365)
Feb14

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...

Read More
Use Sales Copilot to see the pipeline (Dynamics 365)
Feb13

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… Continue Reading...

Read More
Use the theme assistant Copilot to style emails (Dynamics 365 Customer Insights – Journey / Marketing)
Feb07

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… Continue...

Read More
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’).
Feb06

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’ has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the …...

Read More
Fixed  – Invalid type. Expected Integer but got Number (Power Automate)
Feb05

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…...

Read More
Analyzing PowerApps Canvas and Model-Driven Apps Performance
Feb01

Analyzing PowerApps Canvas and Model-Driven Apps Performance

Analyzing PowerApps Canvas and Model-Driven Apps Performance Continue Reading Nishant Rana’s Article on their blog Analyzing PowerApps Canvas and Model-Driven Apps Performance Analyzing PowerApps Canvas and Model-Driven Apps Performance https://jamesyumnam.com/2021/07/22/analyzing-powerapps-canvas-and-model-driven-apps-performance/?page_id=557 Blog Syndicated with Nishant Rana’s...

Read More
How to – Submit multipart/form-data using HTTP action in Power Automate (Dataverse)
Jan31

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 –… Continue...

Read More
The ‘Retrieve’ method does not support entities of type ‘fileattachment’ – Power Automate / Dataverse
Jan30

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...

Read More
Flow UI showing up blank – Power Automate
Jan29

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” Continue Reading Nishant Rana’s...

Read More
Timestamp Frequency (Field Service Settings) in Dynamics 365 Field Service
Jan25

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… Continue Reading...

Read More
Fixed – To start using cloud flows, update to the latest package in the admin center (Power Pages)
Jan24

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…...

Read More
Fix – Forbidden. There’s a problem with the flow’s trigger. Fix the trigger (Power Automate / Flow / Dataverse)
Jan23

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… Continue...

Read More
Invoke webhook from a plugin – Dataverse / Dynamics 365
Jan22

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. Continue Reading Nishant Rana’s Article on their blog Invoke webhook...

Read More
Concurrency Control – Apply to each for improving performance (Power Automate / Dataverse)
Jan18

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… Continue Reading Nishant...

Read More
Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps
Jan18

Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps

Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps Continue Reading Nishant Rana’s Article on their blog Implementing No Code Dynamics 365 Service Bus Listener using Logic Apps Visit the post for more. Blog Syndicated with Nishant Rana’s...

Read More
Fix – Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600 (Power Automate / Dataverse)
Jan17

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…...

Read More
Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)
Jan16

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… Continue Reading Nishant...

Read More
Use Solution Health Hub to troubleshoot issues in Dynamics 365 Apps (Sales, Marketing, Field Service, Customer Service..)
Jan09

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… Continue Reading...

Read More
Deploy Web Resources and Plugin directly from Visual Studio using Kupp Code Analytics
Jan08

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… Continue Reading Nishant Rana’s...

Read More
Use Sales Copilot to prepare for upcoming meetings
Jan02

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...

Read More
Enable / Disable (turn on / off) multiple business rules – Dataverse / Dynamics 365
Jan02

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 /… Continue Reading Nishant...

Read More
Business Rules in Bulk Edit and Import (Dataverse / Dynamics 365)
Jan01

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)” Continue Reading Nishant Rana’s Article on...

Read More
The webhook call failed because the Http request timed out at client side. Please check your webhook request handler – Dataverse / Dynamics 365
Dec26

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… Continue Reading Nishant...

Read More
The user cannot write data to this table, only the integration users may write data to this table – Dynamics 365 Project Operations
Dec25

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… Continue Reading Nishant Rana’s...

Read More
Fix – This portal has multiple website bindings, which will cause issues with the portal (Power Pages)
Dec19

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...

Read More
How to – Change the base URL of a website (Power Pages)
Dec18

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...

Read More
Enable / Disable (turn on / turn off) multiple cloud flows – Dataverse
Dec06

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… Continue Reading Nishant Rana’s Article...

Read More
Transitioning from Unmanaged to Managed Solution (Dynamics 365 / Dataverse)
Dec04

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… Continue Reading Nishant...

Read More
Failed deleting solution. Solution dependencies exist, cannot uninstall / Remove unmanaged layer– Dynamics 365 / Dataverse
Nov27

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… Continue Reading Nishant...

Read More
Enable classic editor for build/release pipelines in Azure DevOps
Nov21

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.. Continue Reading Nishant Rana’s Article on their blog Enable classic editor for build/release...

Read More
Write an email (Copilot) in Dynamics 365 Customer Service
Nov20

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...

Read More
Ask a Question (Copilot) in Dynamics 365 Customer Service
Nov15

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...

Read More
Use Copilot to summarize cases – Dynamics 365 Customer Service
Nov14

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…...

Read More
Enable Copilot in Customer Service and Custom Apps (Dynamics 365)
Nov13

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...

Read More
How to- Enable Microsoft Team chats in Dynamics 365 Apps
Nov08

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… Continue Reading...

Read More
Use tag parameter to add a shared variable to the plugin – Dataverse / Dynamics 365
Nov07

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 –… Continue Reading Nishant...

Read More
Use RetrieveDuplicates request to check for duplicates before creating/updating a record – Dataverse / Dynamics 365
Nov06

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… Continue...

Read More
Use SuppressDuplicateDetection parameter of Request to throw an exception in case of duplicates – Dataverse / Dynamics 365
Nov01

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… Continue Reading Nishant...

Read More
Preferred Solution (preview) in Dataverse / Dynamics 365
Oct31

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 /…...

Read More