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...
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...
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...
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 /…...
How to – Connect Dynamics 365 records and views to Microsoft Team channels – Dynamics 365
To enable the feature that allows linking existing Dynamics 365 records and views to a Team channel, we need select the environment and navigate to Settings >> Team Integration Settings Select Yes for the “Turn on the linking of Dynamics 365 records to Microsoft Teams channels” and save it. Now back in Microsoft Teams, from … Continue reading “How to – Connect Dynamics 365 records and views...
How to – convert basic queue to an advanced queue – Dynamics 365
We can convert our basic queue to an advanced queue by setting the field “Is Omnichannel Queue” or “Automatic work distribution” schema name “msdyn_isomnichannelqueue“- to Yes. We would usually do it to use the existing basic queue in the Unified Routing. We can find that option in the Conflicts Tab of the Queue form Or … Continue reading “How to – convert basic queue to an advanced...
Fixed – Feature ‘Semantic classification, Document Highlights, etc. ’ is currently unavailable due to internal error – Visual Studio
Recently we were getting the below notifications in our Visual Studio 2019. The way we managed to fix it was by disabling the following option – “Use 64-bit process for code analysis“ Navigate to Tools >> Options >> Text Editor >> C# >> Advanced The “Use 64-bit process for code analysis” option in Visual Studio … Continue reading “Fixed – Feature...
Find email templates faster with the new Insert Template dialog – Dynamics 365 / Dataverse
The new insert template dialog box adds features to quickly find and insert the appropriate email template. For the below email record, we have a contact, account, and user type record selected in To (Regarding), click on Insert Template to open the dialog box. The new dialog box allows selecting the view for filtering the … Continue reading “Find email templates faster with the new Insert… Continue Reading Nishant...
How to – enable the enhanced email template editor in Model-driven Apps(Dynamics 365 / Dataverse)
Below is what our existing or current Email Template editor looks like (Sales Hub >> Personal Settings >> Email templates) Let us now enable the Enhanced Email Template editor for the App / Environment (it is enabled by default for Customer Service workspace and Customer Service Hub apps) Create or Open an existing solution, Add … Continue reading “How to – enable the enhanced email template…...
Dataverse Custom API – Global and Entity (Binding Type) example
We can define the Custom API’s binding type as Global, Entity, or Entity Collection. In this post, we can see how a Global and Entity binding type Custom API can be defined, write a corresponding plugin, and then invoke/test through Postman. We can create Custom API through Plugin Registration Tool, Power Apps, Code, Solution files, … Continue reading “Dataverse Custom API – Global and… Continue Reading Nishant...
Fixed – Plug-in assembly fullnames must be unique (ignoring the version build and revision number) – Dynamics 365 / Dataverse
Recently while trying to register the plugin, we got the below error Microsoft.Crm.CrmException: Plug-in assembly fullnames must be unique (ignoring the version build and revision number). —> Microsoft.Crm.CrmException: Plug-in assembly fullnames must be unique (ignoring the version build and revision number). It was because we were trying to register the assembly which was already… Continue Reading Nishant...
Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse
From the notes in the timeline, now we can link an existing note to an existing case, contact, or account record (this will unlink it from the current record) and also create either a new case, contact, or account record. To configure it, open the Notes property of the Timeline section in the form. Below … Continue reading “Link and Create a case, contact, and account from a notes record in… Continue Reading Nishant...
How to – Permanently delete users in the Power Platform (Dataverse / Dynamics 365)
To delete the user from Power Platform, we need to enable the following feature – Delete disabled users. Before enabling this feature we can see the following Views for the Users. After enabling Delete disabled users, we can see 2 new views added, Also currently we can see 3 users (enabled) in the environment. Now … Continue reading “How to – Permanently delete users in the Power Platform… Continue Reading Nishant...
Analytics capabilities of Kupp Code Analytics
In the previous posts, we covered the Overview and Key Features of Kupp Code Analytics, the installation and setup process of the extension, and its Intellisense capabilities. Here we’d have a quick look at the analytics capabilities of the extension. To enable it, inside Visual Studio, navigate to Tools >> Options >> Kupp Code Analytics … Continue reading “Analytics capabilities of Kupp…...
Entity Id must be specified for Operation – Dataverse / Dynamics 365
We might get the below error while performing the update operation. This could be if we have not specified the GUID of the record to be updated or if we are using an Alternate Key to update the record, we have not specified the KeyAttributes property. We either need to specify the Id property or … Continue reading “Entity Id must be specified for Operation – Dataverse / Dynamics 365” Continue Reading Nishant...
ERROR REQUESTING Token FROM THE Authentication context – General ADAL Error (Dataverse / Dynamics 365)
We might get the below error while connecting to the Dataverse Web API using the client ID and client secret. AADSTS700016: Application with identifier ‘6d8ff73a-27ef-443c-b524-d8b69ae87580’ was not found in the directory ‘w72tk’. This can happen if the application has not been installed by the administrator of the tenant or consented to by any user in … Continue reading “ERROR REQUESTING…...
Free up storage space – Dataverse / Dynamics 365
Recently for setting up a new environment, we created a new sandbox environment and copied the production environment to it. Next, we had to reduce the storage space occupied by this new environment. We followed the below steps These steps allowed us to decrease the Database Usage from 110 GB to 65 GB. And File … Continue reading “Free up storage space – Dataverse / Dynamics 365” Continue Reading Nishant...
Use Copilot to create a journey – Dynamics 365 Marketing
We can make use of Copilot to create a journey for us, using everyday conversational language. To enable it, navigate to Settings >> Overview >> Feature Switches >> Journey (Copilot) Let us see it in action, by creating a new journey record. We get the option to select predefinedexamples to start with. Here we have … Continue reading “Use Copilot to create a journey – Dynamics… Continue...
Using xMultiple along with User Multiplexing for improved performance – KingswaySoft SSIS Integration Toolkit (Dataverse / Dynamics 365)
Let us continue our previous post, where we observed performance improvements by using User Multiplexing Now let us try making use of the xMultiple feature (CreateMultiple, UpdateMultiple, and CreateMultiple messages) of the CRM / CDS Destination Component. We have updated the Batch Size to 100 to trigger the xMultiple However this time we got the … Continue reading “Using xMultiple along with… Continue Reading...
Use Content Ideas Copilot to generate email content ideas (Dynamics 365 Marketing)
Content Ideas Copilot can be used to quickly generate content ideas for emails based on topics (key points) and tone specified. To enable it, navigate to Settings >> Feature Switches >> Email Editor (Copilot) To see it in action, create or open an email record, and open the Copilot panel from the right panel or … Continue reading “Use Content Ideas Copilot to generate email content ideas… Continue...
Step by step – Deleting an existing plugin from Plugin Assembly (Dataverse)
Recently we had a requirement to remove an existing plugin, as that was no more required. Of course, we can simply disable the step here, but then going forward we might end up with too many such plugins and we will always have an overhead to make sure those steps are disabled, whenever we deploy … Continue reading “Step by step – Deleting an existing plugin from Plugin… Continue Reading Nishant Rana’s Article...
Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365)
While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details – Continue Reading Nishant Rana’s Article on their blog Filtering Attributes for Create message – Plugin (Dataverse / Dynamics 365) While registering a plugin step, found that we can now specify Filtering Attributes for Create message. Check the below post for more details...
Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)
Using Query Assist Copilot we can create segments easily through its Natural Language Processing (NLP) capability. Create a new Segment from Real-Time Marketing >> Audience >> Segments Specify the segment name and the target audience (either contact or lead) Now in Query Assist, we can specify the details of the segment It also provides us … Continue reading “Use Query Assist Copilot to create…...
Use Sales Copilot to get the latest news for customers/accounts through Bing (Dynamics 365)
Sales Copilot can be used to get the latest news for the company or account, from Lead, Opportunity, Contact, or Account form. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can manage the features provided … Continue reading “Use Sales Copilot to get the latest news for...
Pin Activities in Timeline – Dynamics 365
With the 2023 Release Wave 2, as per Microsoft Documentation, we can pin activities such as records to the top of the timeline. We could see that option available for the Notes in the timeline. It also shows the number of records pinned. To unpin it, we need to click the icon again, and the … Continue reading “Pin Activities in Timeline – Dynamics 365” Continue Reading Nishant Rana’s Article on their blog...
How to use – User Multiplexing to get better performance for Data Migration /Integration using KingswaySoft Integration Toolkit for Dynamics 365 (Dataverse / SSIS)
Let us see how we can make use of User Multiplexing to get better performance. Below is our SSIS Package, which uses Data Spawner to create sample records, 20 K in this case, and CDS Destination to create those records (contact). Data Spawner is used to create the 20000 contact record. The CRM Connection is … Continue reading “How to use – User Multiplexing to get better performance for Data… Continue Reading Nishant...
Use Sales Copilot to get the summary of a lead and opportunity (Dynamics 365)
Sales Copilot can generate a quick summary of a lead and opportunity record, based on the fields defined in a view. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we can manage the features provided along … Continue reading “Use Sales Copilot to get the summary of a lead and opportunity…...
Cleaning up the ActivityPointBase to free up storage– Dataverse / Dynamics 365
In one of our environments, the ActivityPointBase table was occupying nearly 20 GB. It was earlier 40 GB, and we then deleted email records to bring it down to 20 GB. On downloading the table details, we did not get a clear idea of what activity-type table was occupying that much space. So we raised … Continue reading “Cleaning up the ActivityPointBase to free up storage– Dataverse /… Continue Reading Nishant...
Reparent relationship cascading behavior in Dynamics 365 / Dataverse
Check out the below articles explaining in detail the Reparent behavior. About the reparent action Continue Reading Nishant Rana’s Article on their blog Reparent relationship cascading behavior in Dynamics 365 / Dataverse Check out the below articles explaining in detail the Reparent behavior. https://woodsworkblog.wordpress.com/2012/09/02/crm-2011-parental-relationship-behaviour-the-reparent-action-in-practise/...
Dataverse Custom API – Key Articles / Tool
Thanks to David Rivard for the wonderful articles and XrmToolBox Plugin Custom API Manager on Custom API Custom API Test (XrmToolBox plugin) by Jonas Rapp – https://www.xrmtoolbox.com/plugins/Rappen.XrmToolBox.CustomAPITester/ Also check the other interesting articles on Custom API – https://xrmdynamicscrm.wordpress.com/tag/dynamics-crm-custom-api/… Continue Reading Nishant Rana’s Article on their blog...
Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity (Dynamics 365)
Using Sales Copilot, we catch up on updates to a lead and opportunity record since the last seven days or the last login. We can use the prompt catchup with lead or catchup with opportunity followed by @ and the name of the record. Sales Copilot uses Audit History to show the recent updates. To … Continue reading “Use Sales Copilot to get recent updates (Catchup) on a lead and opportunity… Continue Reading Nishant...
Enhanced Active Conversation form in Omnichannel for Customer Service – Dynamics 365
The conversation form in Omnichannel is now updated to allow agents to view and edit customer and case information more efficiently. To enable it, Inside Customer Service Admin Center app – navigate to Workspaces >> Active Conversation form settings (Manage) Before we enable it let us have a look at the exiting conversation form. Now … Continue reading “Enhanced Active Conversation form in… Continue...
Use Sales Copilot to compose email messages (preview)– Dynamics 365
Sales Copilot can generate and suggest email content while composing or replying to an email in Dynamics 365 in the context of a Lead or Opportunity record. To enable Sales Copilot, navigate to Sales Hub >> App Settings >> Sales Copilot (preview) >> Set up Sales Copilot Or if we have already enabled it, we … Continue reading “Use Sales Copilot to compose email messages (preview)–…...
Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)
We recently had a requirement to create the SharePoint folder automatically on the Account records creation, instead of having the users click on the Documents tab to create it. We could write a Power Automate flow to achieve this. Here we have enabled the Share Point server-based integration. Also, the SharePoint Site and the main … Continue reading “Auto-create SharePoint Folder (SharePoint… Continue Reading...
Using IntelliSense with Kupp Code Analytics
In the previous posts, we covered the Key Features and Capabilities of Kupp Code Analytics and the Installation and Setup of the Visual Studio Extension. In this blog post, we’ll cover one of its key features – IntelliSense. As we saw in the last post the Kupp Analytics tool will download and cache the Metadata … Continue reading “Using IntelliSense with Kupp Code Analytics” Continue Reading Nishant...
How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)
Recently we had a requirement to upload a document (pdf) to a SharePoint folder. We had the URL of the field saved in one of the fields of the Contact table in Dynamics 365 / Dataverse. Below is our field and the URL in it. (the URL points to the Manual of Fulla 2, one … Continue reading “How to – Upload a file by URL to SharePoint (Power Automate / Dataverse)” Continue Reading Nishant Rana’s Article on...
Trying out – CreateMultiple bulk operation message (Preview) in Dataverse (Dynamics 365)
As we know now we have the bulk operation messages – CreateMultiple, UpdateMutiple, and DeleteMultiple (only for elastic tables) released with UpsertMutilple coming soon. The messages allow us to work with records in bulk. Get more details here And in fact, now we can also write plugins against the CreateMultiple and UpdateMultiple messages. Get more … Continue reading “Trying out –… Continue Reading Nishant...
Date Time Fields (Date Only and User Local – Behaviour) in Power Automate (Dataverse)
Recently we faced an issue in our flow that was showing a different date that the date entered by the user for a date time field. Let us look at the below scenario to understand it. Say we have the below field Date and Time with Time Zone Adjustment as User Local created in CRM … Continue reading “Date Time Fields (Date Only and User Local – Behaviour) in Power… Continue Reading Nishant Rana’s Article on...
Fixed – The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty in Dataverse / Dynamics 365
Recently while trying to use the new CreateMutipleRequest message we got the below error – “The ‘CreateMultiple’ method does not support entities of type ‘none’. MessageProcessorCache returned MessageProcessor.Empty” It was because we were not populating the EntityName property of EntityCollection class. Specifying it fixed the issue. Hope it helps.. Continue Reading Nishant Rana’s Article on...
Blog Posts on Voice Channel – Dynamics 365 Omnichannel for Customer Service
Listing down the blog posts on Voice Channel setup and configuration for quick reference Continue Reading Nishant Rana’s Article on their blog Blog Posts on Voice Channel – Dynamics 365 Omnichannel for Customer Service Listing down the blog posts on Voice Channel setup and configuration for quick reference Provision Omnichannel for Customer Service trial –...
Customize label – Search customer, Search Issue in Conversation form – Omnichannel for Customer Service
To rename the Search Customer and Search Issue labels in the conversation form, search and open the corresponding RESX Web Resource for customization. The search term used – “CustomerSummaryLabels.1033” Open and copy the content Update the value property accordingly Before – To – Upload and publish the changes. We can see the labels updated. Hope … Continue reading “Customize label –… Continue...
Integrating PVA with Omnichannel Live Agent
For part 1 – Continue Reading Nishant Rana’s Article on their blog Integrating PVA with Omnichannel Live Agent https://vrushaliranjalkar.blog/2023/08/08/integrating-pva-with-omnichannel-live-agent-part-2/ For part 1 – https://vrushaliranjalkar.blog/2023/08/01/integrating-pva-with-omnichannel-live-agent-part-1/ Blog Syndicated with Nishant Rana’s...
Fixed – URL was not parsed due to an ODataUnrecognizedPathException or Bad Request – Error in query syntax (Power Automate)
We got the below error while trying to set a lookup field because of the incorrect syntax. or The incorrect syntax / formula – It should be either logicalcollectionname(GUID) Or logicalcollectionname/GUID https://nishantrana.me/2022/06/20/fixed-resource-not-found-for-the-segment-in-power-automate/ After setting it correctly, the flow ran successfully. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog...
Getting Started – Installation and Setup Kupp Code Analytics
In the previous post, we covered key features and capabilities of Kupp Code Analytics – the powerful Visual Studio Extension for Power Platform and Dynamics 365 Developers. You can refer to it here In this blog post, we’d cover the installation and setup of the Kupp Code Analytics extension. To get the extension, inside Visual … Continue reading “Getting Started – Installation and Setup Kupp… Continue...
Fixed – Power Automate flow not getting triggered
We had one flow on the creation of an account record, our flow was running fine, and then we made a few changes to it and saved it, after which it stopped getting triggered. We could not figure out why it was not getting triggered so eventually we tried changing the Trigger Type to Added … Continue reading “Fixed – Power Automate flow not getting triggered” Continue Reading Nishant Rana’s Article on...
How to – Create an Automated low-code plug-in (Dataverse) (experimental)
In the previous post, where we installed the Dataverse Accelerator app and saw how to write basic low-code Instant Plugins. Here we’d look at the Automated low-code Plugins. Select the New Plugin option in the Dataverse Accelerator app to create Automate Plugins. We get the option to select the table, the event, define the behavior … Continue reading “How to – Create an Automated low-code… Continue Reading...
How to – Create an Instant low-code plug-in (Dataverse) (experimental)
Low-code plug-in is a new experimental feature released by Microsoft, for early adopters, not meant to be used in production. As per Microsoft, “the experimental features can change radically or completely disappear at any time“. There are 2 types of low-code plug-ins we can write – Instant and Automated. Instant plug-ins are triggered manually and … Continue reading “How to – Create an… Continue...
Try the new modern look for the Model-driven app (Preview)
The new modern refreshed look for the Model-driven app can be enabled from Maker Portal >> Model-driven App (Edit) >> Settings >> Upcoming – Try the new look and feel (preview) The new look makes use of the latest Fluent UI React Components Or now we see the option to Try the new look in … Continue reading “Try the new modern look for the Model-driven… Continue Reading Nishant...
Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse
After enabling Server-Based SharePoint Integration, inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact. Here we have opted for Account-based first. We can see the following folders created on the SharePoint site, that take the table or entity name. And the records folder for Accounts … Continue reading “Based on entity… Continue Reading Nishant...
Extend access token lifetime
Originally posted on @ramontebar ??: Imagine you have an external system pushing some customer data to your Dynamics 365 environment overnight and sometimes it requires longer than an hour throwing a 401 error. In this article, I’ll describe how you can extend the lifetime of the access token used to connect to the Microsoft Dataverse API… Continue Reading Nishant Rana’s Article on their blog Extend access token...