Read blob file from Microsoft Azure Storage with .NET Core
Aug09

Read blob file from Microsoft Azure Storage with .NET Core

Originally posted on Brian Pedersen's Sitecore and .NET Blog: UPDATE 2021-06-29: Microsoft have change the approach to storage accounts. Read the new way here: Read and Write blob file from Microsoft Azure Storage with .NET Core. In order to read a blob file from a Microsoft Azure Blob Storage, you need to know the… Continue Reading Nishant Rana’s Article on their blog Read blob file from Microsoft Azure Storage with...

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How to – Use Script Component to Upload files to File Column / Attribute in SSIS – KingswaySoft (Dynamics 365 / CRM)
Aug09

How to – Use Script Component to Upload files to File Column / Attribute in SSIS – KingswaySoft (Dynamics 365 / CRM)

A few weeks back had posted on how to upload files to the File Column type field using KingswaySoft’ s Integration Toolkit and Premium Flat File Source and Premium Derived column which are part of the SSIS Productivity Pack of KingswaySoft https://nishantrana.me/2022/03/17/how-to-upload-files-from-file-column-attribute-using-ssis-kingswaysoft-dynamics-365-crm/ Here we will see an example of… Continue Reading Nishant...

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Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?
Aug07

Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?

Originally posted on Temmy Wahyu Raharjo: Do you ever wonder when using?CrmServiceClient, why there is a setting for extending the?MaxConnectionTimeOut? In my current company, I have faced a timeout issue when CRM process?ExecuteMultipleRequest?that contains 1000 of data. One thing that I know based on the return error, by default, when we are using?CrmServiceClient, the default… Continue Reading Nishant Rana’s Article on...

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How to – use Associate Entities and Disassociate Entities Event in Audit to check Security Roles changes in Dynamics 365
Aug01

How to – use Associate Entities and Disassociate Entities Event in Audit to check Security Roles changes in Dynamics 365

Let us assign the System Customizer role to the user John Denver save it and then remove the same. Let us check the Audit records generated for it. We can see 2 records with event Associate Entities and Disassociate Entities with security role name – System Customizer created in the Audit Summary View as shown … Continue reading “How to – use Associate Entities and Disassociate Entities… Continue Reading Nishant...

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How to – Change the display name of user in Microsoft 365
Jul27

How to – Change the display name of user in Microsoft 365

Recently we had to update the display name of one of the users. Below are the steps to achieve the same – Login to Microsoft 365 admin center with System Administrator account. Navigate to Active Users Select the user, click on ellipsis (…) and select Manage Contact Information Edit the details and click on Save … Continue reading “How to – Change the display name of user in… Continue Reading Nishant Rana’s...

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How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.
Jul26

How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.

Let us have a quick look at the powerful Power Apps Ideas feature with a few examples. Power Apps Ideas feature works for – Items property – Gallery and Data table control. Data Sources – Microsoft Dataverse, Microsoft Lists, Excel, SharePoint. Data Types – Text, Whole Number, Decimal Number, Date and Time, Choice, Boolean. It … Continue reading “How to – Use Power Apps Ideas (preview) to…...

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How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)
Jul25

How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)

Recently we implemented Unified Routing for one of our projects, and as part of testing we were supposed to add multiple users to different queues (advanced queues in case of unified routing). So we were looking for a way to do this either through any existing tool or programmatically. Well, using the Manage NN relationships … Continue reading “How to – Add users to the Queue – using Manage… Continue Reading...

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How to – Show only relevant activities in the New Activity drop-down – Dynamics 365
Jul21

How to – Show only relevant activities in the New Activity drop-down – Dynamics 365

Let us understand this new feature released as part of 2022 Release Wave 1 with a simple example. Here we have opened the New Activity drop-down list for an existing lead record within Dynamics 365 Sales Hub. We can see around 15 activities listed there. Now let us enable the feature. Navigate to Environments > … Continue reading “How to – Show only relevant activities in the New Activity… Continue Reading...

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Import Data (Import Data Wizard) – Few key points
Jul20

Import Data (Import Data Wizard) – Few key points

Let us understand a few points about the Import Data feature with a simple example – Say for example we have exported the following 4 records. The exported file will have the view name along with the timestamp. The exported file –  It has 3 hidden columns that allow for re-import of these records possible. 1st … Continue reading “Import Data (Import Data Wizard) – Few… Continue Reading Nishant...

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Duplicate Detection for leads (Preview) – Dynamics 365 Sales
Jul19

Duplicate Detection for leads (Preview) – Dynamics 365 Sales

Few key points on the new duplicate detection rules (preview) – This new Duplicate Detection feature is available only for leads. This can be enabled from Dynamics 365 Sales app. We need to navigate App Settings >> Data Improvement – Duplicate Detection (preview) to enable this feature. It identifies duplicate leads based on – Email … Continue reading “Duplicate Detection for leads (Preview)…...

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Why Your Business Needs Dynamics 365 Map
Jul18

Why Your Business Needs Dynamics 365 Map

After a new product launch, companies want their clients/customers to use the product and expect them to share their valuable feedback. Companies often complain that their products do not reach the clients or they do not receive feedback from the client (maybe because their sales rep never made it!). Well, there can be many reasons … Continue reading “Why Your Business Needs Dynamics… Continue Reading Nishant...

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Managed Environments (preview) – Power Platform Admin Center
Jul11

Managed Environments (preview) – Power Platform Admin Center

Managed Environments is a new feature added in the Power Platform Admin Center to simplify the administration of the platform. It is in Preview currently. To enable it, select a particular environment and click on Enable Managed Environments. We will need either Global Admin, Power Platform Administrator, or Dynamics 365 Administrator AD roles to enable … Continue reading “Managed Environments… Continue Reading...

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Fixed – Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component in Unified Routing (Dynamics 365)
Jun29

Fixed – Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component in Unified Routing (Dynamics 365)

Recently while trying to enable Unified Routing on Lead table/ entity we got the below error. “Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component“ The issue was that the we forgot to enable the unified routing on lead before migrating lead related … Continue reading “Fixed – Unable to add record type…...

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How to – Force User Sync– Power Platform / Dynamics 365
Jun23

How to – Force User Sync– Power Platform / Dynamics 365

Suppose you have added a user in Microsoft 365 Admin Center and assigned the required license to access Dynamics 365 Apps / added to the appropriate security group (if used) of the environment also. You log in to CRM and the user still doesn’t appear there. We see the sample user and not the sample … Continue reading “How to – Force User Sync– Power Platform /… Continue Reading Nishant Rana’s...

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Fixed – Resource not found for the segment in Power Automate
Jun20

Fixed – Resource not found for the segment in Power Automate

You might get this error while writing a flow – “Fixed – Resource not found for the segment – ‘GUID’“ The error was for the below field – Owner (lookup) To populate a lookup field, we need to specify the plural schema name of the entity /table, followed by the GUID – Both the option worked – Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Fixed –...

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Run as option in When a row is added, modified or deleted trigger – Power Automate
Jun14

Run as option in When a row is added, modified or deleted trigger – Power Automate

Let us see Run As option of When a row is added, modified or deleted trigger in action, to understand its behavior. Below is our example flow – it triggers when a field on the case is updated and then it updates the lead record. Here we have not specified any value for Run as … Continue reading “Run as option in When a row is added, modified or deleted trigger – Power Automate” Continue Reading Nishant...

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Fixed – Flow client error returned with status code “Forbidden” and details – MissingAdequateQuotaPolicy, the user does not have a service plan adequate for the non-Standard connection in Power Automate
Jun13

Fixed – Flow client error returned with status code “Forbidden” and details – MissingAdequateQuotaPolicy, the user does not have a service plan adequate for the non-Standard connection in Power Automate

Recently one of the users reported this error while trying to Test a flow. Request to XRM API failed with error: ‘Message: Flow client error returned with status code “Forbidden” and details “{“error”:{“code”:”MissingAdequateQuotaPolicy”,”message”:”The user ‘8a47d139-662e-4b73-bca3-53a59e8bebeb’ does not have a service plan adequate for the...

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[Step by Step] Dataverse | Connect Cloud flow with Service Principal (Application User)
Jun12

[Step by Step] Dataverse | Connect Cloud flow with Service Principal (Application User)

Originally posted on Rajeev Pentyala – Microsoft Power Platform: By default, Cloud flow Dataverse connectors run under the Owner (i.e., User who created the flow) context. When the flows move to different environment via solutions, connectors run under the user account who imported the Solution. Making the flows run under interactive user accounts is not… Continue Reading Nishant Rana’s Article on their blog [Step by...

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{Power 2022} Enable editable grid on a Dashboard component in Dynamics 365 CE
Jun06

{Power 2022} Enable editable grid on a Dashboard component in Dynamics 365 CE

Originally posted on MSDYNAMICSBLOG BY DEEPESH: Requirement: Enable editable grid on a Dashboard component for views. Solution: Follow the following steps to configure editable grid on a view component within Dynamics 365 CE dashboard: Open the Dashboard for editing by clicking Edit: Double click the View component in which you wish to add Editable Grid… Continue Reading Nishant Rana’s Article on their blog {Power 2022}...

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Understanding Change limits option in Do until control – Power Automate
Jun06

Understanding Change limits option in Do until control – Power Automate

Within Do Until control in Power Automate we have the option of defining the limits i.e. how long the do until will run either based on count or timeout. By default, the value for count is 60 and Timeout is PT1H which equates to 1 hour i.e. it will either run 60 times or will … Continue reading “Understanding Change limits option in Do until control – Power Automate” Continue Reading Nishant Rana’s Article...

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Terminate and Cancel Flow Run in Power Automate
May30

Terminate and Cancel Flow Run in Power Automate

Cancel Flow Run action which is part of the Power Automate Management connection be used to cancel a running flow along with Terminate. Cancel Flow Run We can specify the below expressions for its parameters as below. Environment  workflow().tags.environmentName Flow  workflow().name Run ID  workflow().run.name The Cancel Flow Run can be used inside Do Until and … Continue reading… Continue Reading Nishant Rana’s...

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Fixed – Azure Synapse Link for Dataverse not starting
May28

Fixed – Azure Synapse Link for Dataverse not starting

Recently while trying to configure “Azure Synapse Link forDataverse” for one of our environments, we faced an issue, where it got stuck as shown below. Also, there were no files/folders created inside the Storage Account. Posts on Azure Data Lake The accounts were properly setup – https://docs.microsoft.com/en-us/power-apps/maker/data-platform/azure-synapse-link-synapse#prerequisites Here we… Continue...

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Filter rows and Trigger Conditions in Power Automate
May19

Filter rows and Trigger Conditions in Power Automate

Filter rows and Trigger Conditions can be used to specify the condition on which the trigger should fire. This makes sure that we do not exceed flow execution limits. Power Automate Licensing – Power Platform Requests Power Automate Limits and Configuration In the case of our Dataverse trigger “When a row is added, modified or … Continue reading “Filter rows and Trigger Conditions in… Continue Reading Nishant...

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Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate
May18

Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate

Recently while using Delay until property of the trigger, in one of the flows, we got the below error “Unable to process template language expressions for trigger ‘When_a_row_is_added,_modified_or_deleted’ at line ‘1’ and column ‘16344’: ‘In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid....

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Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)
May17

Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)

While testing a cloud flow in Power Automate, for one of the actions, we got the below error Unable to process template language expressions in action ‘Update_a_row’ inputs at line ‘0’ and column ‘0’: ‘Template language expression cannot be evaluated: the template action ‘Do_until’ is not defined at current scope.’. We were getting the error … Continue reading...

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Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse
May16

Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse

Recently while configuring Azure Synapse Link for Dataverse, for exporting data to Azure Data Lake we got the below error – {“code”:”AuthorizationFailed”,”message”:”The client ‘abc’ with object id ‘d56d5fbb-0d46-4814-afaa-e429e5f252c8’ does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope… Continue...

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Fixed –Available for specific video sites error- Chromecast in Windows 10 / 11
May15

Fixed –Available for specific video sites error- Chromecast in Windows 10 / 11

While trying to cast a tab from Chrome Browser on Windows to Android  TV, we started getting the below error. “Available for specific video sites” Casting was working properly from the android phone, infect even from the chrome browser it had been working properly earlier As it turned out, setting the system’s date /time correctly … Continue reading “Fixed –Available for specific video sites…...

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Autonumber field values in case of exception in Dynamics 365 / CRM
May09

Autonumber field values in case of exception in Dynamics 365 / CRM

Recently in one of our projects, where we were using the auto number attribute (with sequential numbers), we realized that it gets incremented even in case of an exception thrown during Pre Stage of the Plugin Execution. We were assuming the number gets incremented only after the record gets created i.e. on post-stage. But as … Continue reading “Autonumber field values in case of exception in… Continue Reading...

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Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial
May03

Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial

Recently while creating a Dynamics 365 Trial, https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/, we were getting the below error, during the verification step “Sorry, we need additional information to verify your identity. Please Contact Support”             This error could be related to the same phone number being used multiple times to create the Dynamics 365 … Continue… Continue Reading Nishant...

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Fixed – You can’t delete this queue because it has items assigned to it – Dynamics 365 Customer Service Hub / CRM
May02

Fixed – You can’t delete this queue because it has items assigned to it – Dynamics 365 Customer Service Hub / CRM

Recently while trying to delete some of the Queue (Advanced Queue) in our case, we were getting the below error. You can’t delete this queue because it has items assigned to it. Assign these items to another user/team, or queue and try again. We checked and there were no queue items assigned to that queue. … Continue reading “Fixed – You can’t delete this queue because it has items… Continue Reading Nishant...

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Dataverse: Improve Performance using Partition Key
Apr30

Dataverse: Improve Performance using Partition Key

Originally posted on Temmy Wahyu Raharjo: Do you know we can pass the?partitionID?parameter when doing CRUD to improve performance??The information I got from this documentation link. Today we will prove how what is the difference between using the?partitionID?and not using it. To collect the data, I’ll run below code: using System; using System.Web.Configuration; using Entities;… Continue Reading Nishant Rana’s...

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How to – Create Administrative User Account for managing user / security roles, in Dynamics 365 / CRM
Apr28

How to – Create Administrative User Account for managing user / security roles, in Dynamics 365 / CRM

We recently wanted to create user accounts in CRM for managing users and their roles inside CRM, without accessing any of the data or functionality. Below are the steps we can follow to achieve the same – Login to Microsoft 365 Admin Center https://admin.microsoft.com/#/homepage Add a user Temporarily assign the license to the user In … Continue reading “How to – Create Administrative User… Continue Reading...

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How to – Share read-only links to records with any user in your organization – Dynamics 365 / CRM (Dataverse)
Apr27

How to – Share read-only links to records with any user in your organization – Dynamics 365 / CRM (Dataverse)

To enable quick sharing of the read-only link of the records to any users within the organization, log in to Power Platform Admin Center Select the Environment > Settings > Privacy + Security Switch On the Enable Sharing option This option currently works on the Contact, Account, Opportunity, and Case table. It enables the option … Continue reading “How to – Share read-only links to records… Continue...

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Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help
Apr26

Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help

Recently one of the users, while accessing a few of the System User’s views, was getting the below error. You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help. There were a few System users’ views that were working fine. The user had the … Continue reading “Fixed – You do…...

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How to – Use Refresh Option to force user state synchronization in Power Platform Admin Center – Dynamics 365 / CRM
Apr25

How to – Use Refresh Option to force user state synchronization in Power Platform Admin Center – Dynamics 365 / CRM

At times we would assign or update the licenses and roles assigned to the users in Microsoft 365 Admin Center, and these changes would take time to reflect inside the Dynamics 365 applications. A background system process takes care of synchronizing the user state in Azure AD to the System User table in Dataverse. However, … Continue reading “How to – Use Refresh Option to force user state… Continue Reading Nishant...

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Fixed – Trusted Platform Module has malfunctioned, with Error Code 80090030 in Microsoft Teams
Apr19

Fixed – Trusted Platform Module has malfunctioned, with Error Code 80090030 in Microsoft Teams

Recently while trying to login into Microsoft Teams we got the below error – As suggested in the different articles – we didn’t find any Teams Account Credentials to be removed. Windows update also didn’t fix the issue. Neither updating the driver from Devic Manager.               Creating EnableADAL key … Continue reading “Fixed – Trusted Platform Module has malfunctioned, with… Continue Reading...

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Fixed – Sign in required. Your device is having problems with your work or school account. Sign in again to access your organizations resources
Apr18

Fixed – Sign in required. Your device is having problems with your work or school account. Sign in again to access your organizations resources

Recently we were getting the below pop up in Windows every time after restart. The fix was to Disconnect the work / school account. Navigate to Accounts è Access work or school Click on Disconnect the work or school acount. That fixed the issue for us. Hope it helps..   Continue Reading Nishant Rana’s Article on their blog Fixed – Sign in required. Your device is having problems with your work or school account. Sign in...

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Security Enhancements  – 24 hours maximum user session timeout in Dynamics 365 / CRM
Apr18

Security Enhancements – 24 hours maximum user session timeout in Dynamics 365 / CRM

With recent security enhancements in Customer engagement apps, the maximum user session timeout of 24 hours is removed. https://docs.microsoft.com/en-us/power-platform/admin/user-session-management#user-session-timeout-management Now it uses the Azure AD Session Policy to manage user session timeout, which by default has Azure AD refresh token expiration set as 90 days…. Continue Reading Nishant Rana’s Article on their...

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How to – Provision Unified Routing in Dynamics 365 Customer Service Hub
Apr14

How to – Provision Unified Routing in Dynamics 365 Customer Service Hub

Unified Routing can be configured in Customer Service Hub or Omnichannel Admin Center. To configure it for Dynamics 365 Customer Service, navigate to Service Management >> Service Configuration Settings >> Unified routing (requires Tenant administrator’s consent – click on Provide Consent link) Accept the permissions requested and provide the consent. In case unified routing remains …

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Sample Code to Test and Enable Mailbox programmatically C# (Dynamics 365/CRM)
Apr05

Sample Code to Test and Enable Mailbox programmatically C# (Dynamics 365/CRM)

Suppose we want to Test & Enable Mailbox of the below user programmatically. We can see the below notification for the disabled mailbox. This mailbox is disabled for email processing. For more information, see the alerts. Below is the sample code – On running the code, we can see the notification removed and the mailbox … Continue reading “Sample Code to Test and Enable Mailbox… Continue Reading Nishant...

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Sample Code to Approve Email – Mailbox programmatically C# (Dynamics 365/CRM)
Apr04

Sample Code to Approve Email – Mailbox programmatically C# (Dynamics 365/CRM)

Suppose we want to Approve the Email for the mailbox of the user(s) programmatically. We’d see the below notification for the user whose mailbox is not yet approved. Email won’t be processed for this mailbox until the email address of the mailbox is approved by an Office 365 Global Administrator or by an Exchange Administrator. … Continue reading “Sample Code to Approve Email – Mailbox… Continue...

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How to – Stop Synchronization of Task / Appointment through System View using Sync Filter Manager
Mar30

How to – Stop Synchronization of Task / Appointment through System View using Sync Filter Manager

In the previous post, we saw how we can create a user filter (outlook) for a particular user and apply the same to other users through Sync Filter Manager – XrmToolBox plugin. https://nishantrana.me/2022/03/29/how-to-stop-synchronization-of-task-appointment-between-dynamics-365-and-outlook/ In this post, we’d achieve the same through System View. Here we have created below System View on… Continue Reading Nishant...

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How to – Stop synchronization of Task / Appointment between Dynamics 365 and Outlook
Mar29

How to – Stop synchronization of Task / Appointment between Dynamics 365 and Outlook

In the earlier posts we saw how synchronization works for different activities type and how to work with user as well as system filters. https://nishantrana.me/2022/03/22/how-to-synchronize-appointments-between-dynamics-365-and-outlook-using-server-side-synchronization/ https://nishantrana.me/2022/03/23/how-are-tasks-letters-fax-phone-call-synchronized-between-dynamics-365-and-outlook/… Continue Reading Nishant Rana’s...

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Business Process Flow UI Improvement in Dynamics 365 / CRM
Mar28

Business Process Flow UI Improvement in Dynamics 365 / CRM

With 2022 Release Wave 1, we have a small enhancement in the user interface inside the BPF path line’s color contrast. With 2022 Release Wave 1 turned off– With 2022 Release Wave 1 – the path that needs to be followed is shown now in a slightly darker shade, making it easy for an agent … Continue reading “Business Process Flow UI Improvement in Dynamics 365 / CRM” Continue Reading Nishant Rana’s...

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How to – Define System Filters for Synchronization using SavedQuery in Dynamics 365 / CRM
Mar24

How to – Define System Filters for Synchronization using SavedQuery in Dynamics 365 / CRM

We covered a few Synchronization topics in the last few blogs, here we will look at defining system filters to manage which records could be synced. How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization How are tasks, letters, fax, phone call synchronized between Dynamics 365 and Outlook We can see few default … Continue reading “How to – Define… Continue...

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How are tasks, letters, fax, phone call synchronized between Dynamics 365 and Outlook
Mar23

How are tasks, letters, fax, phone call synchronized between Dynamics 365 and Outlook

In the previous post, we saw how Appointment Synchronization works, for other activity entities the  is more or less similar. How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization Below is the list of activity entities that are synced by default (we cannot configure custom entities for sync) Let us start by … Continue reading “How are tasks,… Continue Reading...

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How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization
Mar22

How to – Synchronize Appointments between Dynamics 365 and Outlook using Server-Side Synchronization

Appointments, Contacts, Fax, letters, Tasks, etc. entities can be synced both ways between Dynamics 365 and Outlook. This setting is configurable. Navigate to System Settings >> Synchronization tab Click on Synchronized Fields. It lists down all the entities there. We can define the synchronization direction by clicking on the arrow of the attribute for a … Continue reading “How to –… Continue Reading...

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How to – Upload files to File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)
Mar17

How to – Upload files to File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)

Let us take a simple example to understand how we can upload files to the file column through SSIS Package + KingswaySoft’s Integration Toolkit. Here we have a File Column defined for the Contact Entity. This is what our final package looks like – Our SSIS package will pick up the contact’s email, file path, … Continue reading “How to – Upload files to File Column / Attribute using SSIS… Continue Reading...

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How to – Download files from File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)
Mar16

How to – Download files from File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)

Let us take a simple example to understand how we can download files from the file column using SSIS Package + KingswaySoft’s Integration Toolkit. Here we have a File Column defined for Contact Entity. Our SSIS package will run on all the contact records and will extract the file from the records to one of … Continue reading “How to – Download files from File Column / Attribute using SSIS… Continue Reading...

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How to – Upload File to File Column using InitializeFileBlocksUpload and UploadBlock Request (Dynamics 365/ CRM)
Mar15

How to – Upload File to File Column using InitializeFileBlocksUpload and UploadBlock Request (Dynamics 365/ CRM)

Sharing a sample code, we can use to upload a file to the File Column Also read – https://nishantrana.me/2021/10/01/using-file-and-image-data-type-in-dataverse-dynamics-365/ File Attribute https://nishantrana.me/2022/03/14/how-to-download-file-from-file-column-using-initializefileblocksdownload-and-downloadblock-request-dynamics-365-crm-dataverse/ Here we would upload the below file uploaded… Continue Reading Nishant...

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