How to – Filter using related table(lookup)’s Multi Choices or MultiSelect Option Set column– PowerApps / Dataverse / Dynamics 365
Continuing our previous example, here we have added a new choice field in Table B. Here Table A has a lookup of Table B which has the new multichoice column added to it. (Also Table B has a lookup of Table C in it) Based on the values selected in the multiple-choice field’s combo box … Continue reading “How to – Filter using related table(lookup)’s Multi Choices or MultiSelect Option Set… Continue Reading...
How to – Filter Collection / Items in Gallery based on the related (Lookup) record’s value – Power Apps / Canvas Apps (Dataverse/Dynamics 365)
Suppose we have 3 tables, Table A, Table B, and Table C related to each other as Table A (n-1) Table B (n-1) Table C i.e. Table A has a lookup of Table B and Table B has a lookup of Table C. Below is our sample canvas app that has a gallery and a … Continue reading “How to – Filter Collection / Items in Gallery based on the related (Lookup) record’s value – Power Apps / Canvas Apps… Continue Reading...
InvalidPluginExecutionException error dialog not showing up – Dynamis 365 / Dataverse
One of the reasons why throwing the InvalidPluginExecutionException doesn’t show up error dialog could be that you would have Profiled that step with profile storage as Persist to Entity. Stop Profiling and it should work as expected. Check for more details on InvalidPluginExecutionException –… Continue Reading Nishant Rana’s Article on their blog InvalidPluginExecutionException error dialog not showing up –...
Fixed –Web resource method does not exist in Dynamics 365 / Dataverse
We might get this error while working with Web resource of type JavaScript. Either it could be because the method doesn’t exist or it could be because of the incorrect syntax. For a small file, it is easy to figure out, but for a large file, we could use online validator tools like https://esprima.org/demo/validate.html https://validatejavascript.com/ … Continue reading “Fixed –Web resource… Continue Reading...
Fixed – Bad Request – Error in query syntax while using Xrm.WebAPI
We might get the below error while using Xrm.WebAPI. ‘Bad Request – Error in query syntax.’ One of the reasons could be that while setting up the Lookup field, we haven’t removed the curly brackets. Use the below function to replace/remove them. let result = myGuid.replace(/[{}]/g, ”); let result = myGuid.replace(“{“, “”).replace(“}”, “”); Hope it …...
Fixed – Profiler Install Failed / Unable to install the profiler- Unhandled Exception: System.InvalidOperationException: Unable to locate the “PluginProfiler.Solution.zip” file. Make sure that it is in the same directory as the PluginProfiler.Library.dll assembly – Plugin Registration tool Dynamics 365 / Dataverse
After downloading the Plugin Registration Tool while trying to install the profiler we got the below error. Unhandled Exception: System.InvalidOperationException: Unable to locate the “PluginProfiler.Solution.zip” file. Make sure that it is in the same directory as the PluginProfiler.Library.dll assembly. Interestingly we can see PluginProfiler.Solution.Zip in the same directory as per the… Continue Reading Nishant...
Prevent Save with openConfirmDialog
Originally posted on My Trial: There are times we might need to have a confirmation dialog before saving the record and in the case of cancel, needs to refresh the form data to previous state. Confirmation dialog is achievable using the client side SDK scripts. It is pretty easy to put the confirmation dialog in… Continue Reading Nishant Rana’s Article on their blog Prevent Save with openConfirmDialog My Trial There are...
How to – Configure Azure Event Grid System Topic and Subscription to enable Call recording and SMS in Dynamics 365 Omnichannel Voice
Azure Communication Services uses Azure Event Grid to send real-time event notifications for chat, telephony, video, SMS, and voice calling events. Azure Event Grid will then route the event messages to the subscribers, one of them being the Azure Application we registered while configuring the Voice channel…. Continue Reading Nishant Rana’s Article on their blog How to – Configure Azure Event Grid System Topic and...
Fixed – Value must be a data entity record error in Power Apps
We got the below error while trying to use the Relate function – “Value must be a data entity record” As the error message clearly states and also if we see the syntax, the Relate function expects a record Below was our formula for OnSelect, which was throwing the error … Continue reading “Fixed – Value must be a data entity record error in Power Apps” Continue Reading Nishant Rana’s...
Fixed – Custom Page not opening or Page doesn’t exist in this app error in the model-driven app (PowerApps)
Recently we created a custom page to be opened from the Ribbon / Command bar, however, the page was not opening for us, even though the function was running properly. https://learn.microsoft.com/en-us/power-apps/developer/model-driven-apps/clientapi/navigate-to-custom-page-examples Here we had created the custom page from within the solution area, so we need to add this custom page to our… Continue Reading Nishant Rana’s...
How-To #6: Display Multi-Select Choices in Power Apps Label
Originally posted on Fausto Capellan, Jr: I was recently working on an app to display items from a SharePoint list in a gallery. This list, let’s call it Teachers, has 2 columns: Title and Grade. The Title column is a Single line of text column and the Grade column is a Choice column that allows… Continue Reading Nishant Rana’s Article on their blog How-To #6: Display Multi-Select Choices in Power Apps Label Fausto...
Fixed – Deployment has failed with the following error: {“code”:”WebhookAadAppAccessCheckCategory”,”message”:”Access check failed for Webhook AAD App with error ‘Subscriber’s client ‘user’… while configuring the Azure Grid Event Subscription – Dynamics 365 Omnichannel Voice
While configuring Azure Grid Event Subscription for enabling Call Recording in Dynamics 365 Omnichannel Voice, https://learn.microsoft.com/en-us/dynamics365/customer-service/voice-channel-connect-existing-resource?tabs=customerserviceadmincenter#enable-call-recording-and-sms-services we got the below error – Deployment has failed with the following error:… Continue Reading Nishant Rana’s Article on their blog Fixed –...
Binding Choice / OptionSet (multiselect) with Combo box in Canvas Apps / Power Apps (DataVerse)
Instead of hardcoding Combo box , we can bind it to the Choice / Option Set field of Dynamics 365 / Dataverse. Format – Choices(DataSource[@columnname]) Check out the post that explains it – https://debajmecrm.com/how-to-bind-a-multiselect-choice-of-dataverse-to-a-combobox-in-canvas-apps/ Also check out – how to bind and do filter on multiselect combo box – https://youtu.be/5dSk5iOgT68?t=286… Continue...
Fix- Multiple levels of many-to-one relationship expansion aren’t supported in PowerApps
We would get this error while trying to get the value of a related entity (lookup) through a related entity (lookup) in the current record using the incorrect formula. For e.g. here Region is a lookup in the Village, which in turn is a lookup in the Product record (ThisItem). The solution here is to … Continue reading “Fix- Multiple levels of many-to-one relationship expansion aren’t… Continue Reading Nishant...
![[Step by Step] Model Driven App | Grids | Navigate to custom page on row click](https://i0.wp.com/365community.online/wp-content/uploads/2022/12/Step-by-Step-Model-Driven-App-Grids-Navigate.gif?resize=240%2C240&ssl=1)
[Step by Step] Model Driven App | Grids | Navigate to custom page on row click
Originally posted on Rajeev Pentyala – Microsoft Power Platform: By default, performing any of the following grid actions opens the table record: Double-clicking the data row, or selecting the primary column link in the row. Selecting a data row, and then pressing the Enter key. On a touch-enabled device, selecting a data row. In this article, lets… Continue Reading Nishant Rana’s Article on their blog [Step by Step]...
Create a child record by copying mapping fields data from Parent – Using CRM SDK
Originally posted on Rajeev Pentyala – Microsoft Power Platform: Let’s take the OOB Account and Contact related entities. Whenever we click ‘Add New Contact’ button from the ‘Associated view’ of ‘Account’ form, all the mapping fields data would be copied to ‘New Contact’ form. Account: New Contact Form: This is native CRM behavior, to copy… Continue Reading Nishant Rana’s Article on their blog Create a child record...
FluentValidation – build strongly-typed validation rules in .NET
Install the FluentValidation .NET library for validation. Below is our sample Contact class and its corresponding validator class. The validator class needs to inherit AbstractValidator<Contact> and define the validation rules in the constructor using the RuleFor method. Instantiate the validator class, and pass the object to be validated. Here we have passed incorrect values for … Continue… Continue Reading...
Import from Excel / Import Wizard updates Record Created On (overriddencreatedon) – Dynamics 365
When we are creating new records and need the created on field to take the value provided instead of system generated, we can map it to the Record Created On field during Import from Excel option. In fact in the Import Data Wizard also, although it doesn’t show the Record Created On field for mapping, … Continue reading “Import from Excel / Import Wizard updates Record Created On… Continue Reading Nishant...
Anonymous Visitor tracking behavior in Dynamics 365 Marketing
Suppose, we have the below page opened in the browser, which has an embedded marketing form in it. Opening the marketing website record associated with the marketing form, we can see the anonymous visit being tracked. Here the user had opened the page a couple of times. Form Visits also have the corresponding details. Form … Continue reading “Anonymous Visitor tracking behavior in Dynamics… Continue Reading Nishant...
When to use Event Grid and when to use Service Bus
Originally posted on Cloud Avenue: Asynchronous messaging and Event driven architectures are the building blocks of a truly scalable system, where the services can talk to each other and can scale up and down independently. Where, the outage of one service do not impact the working of others. However, whenever any team starts to define… Continue Reading Nishant Rana’s Article on their blog When to use Event Grid and when...
How to – Use Personalized page content in Dynamics 365 Marketing
Continuing our previous post – https://nishantrana.me/2022/11/17/how-to-use-page-personalization-in-dynamics-365-marketing-2/, in this post we’d see the personalized page content works across the pages in the site. Suppose we have the following embedded marketing form, submitted by the user with Remember Me checked (required for Personalized Page as well as Prefill to work) Next time when the… Continue Reading...
How to – Hide, Submit and validation in Dynamics 365 Marketing Form
Continuing our previous post on setting hidden field’s value using JavaScript in Embedded Marketing Form, https://nishantrana.me/2022/11/23/how-to-use-dynamics-365-marketing-javascript-api-to-set-hidden-fields-value/ below are a few more points that could help – To hide the Marketing form on the host page – we can use afterFormRender To submit the Marketing form on the host page – If we… Continue Reading Nishant...
Dynamics CRM Integration with Azure Service Bus–Part 1
Originally posted on Technology Notes: Last month, one of my friend called me and asked me if I can help him integrating Dynamics CRM with an on-premises line of business (LOB) application using Azure Service Bus. He was a SharePoint expert, with reasonable experience of Dynamics CRM and Azure Service Bus also and he had… Continue Reading Nishant Rana’s Article on their blog Dynamics CRM Integration with Azure Service...
![[Exploration] Dynamics CRM Azure-aware plug-in + Azure Queue + Power Automate](https://i0.wp.com/365community.online/wp-content/uploads/2022/11/Exploration-Dynamics-CRM-Azure-aware-plug-in-Azure-Queue-Power.gif?resize=240%2C240&ssl=1)
[Exploration] Dynamics CRM Azure-aware plug-in + Azure Queue + Power Automate
Originally posted on Temmy Wahyu Raharjo: Do you know the Azure-aware plugin? In short, we can create a simple plugin that invokes Azure Service Bus that enables us to do the Publisher-Subscriber model. In this blog post, we will try to make?Azure Service Bus, Dynamics CRM Service Endpoint, and?CRM Plugin?for creating the queue. While for… Continue Reading Nishant Rana’s Article on their blog [Exploration] Dynamics CRM...
Two way communication between CRM and Azure Service bus
Originally posted on Srikanth Alluri: This is the next level of my previous post on Azure service bus integration with CRM. If you haven’t gone through it already, I would highly recommend you to go through it first over here as whatever we are going to do here in this post is kind of an… Continue Reading Nishant Rana’s Article on their blog Two way communication between CRM and Azure Service bus Srikanth Alluri This is...
How to – use Dynamics 365 Marketing JavaScript API to set hidden field’s value
Dynamics Marketing JavaScript API is only available for the marketing form hosted as Script. It is not available for forms hosted as Iframe. More on embedding form on external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/ Add a reference to form-loader.js or load.js to access the API. Below is our form with a hidden field in it. Based on … Continue… Continue Reading Nishant...
Fixed – Hide field option missing for dropdown (OptionSet) field in Marketing Form – Dynamics 365 Marketing
Recently while designing the marketing form, we realized the Hide field option missing for our dropdown fields. There are 2 ways to solve this – In the HTML designer mode for the Marketing form – Add the attribute hidden=”hidden” for the field The field will be hidden but the Hide field toggle won’t be available … Continue reading “Fixed – Hide field option missing for dropdown (OptionSet)…...
How to – use Page Personalization in Dynamics 365 Marketing
Page personalization uses cookies stored in the user’s browser for identifying the contact, and then fetches values for the contact record using JavaScript. For page personalization to work – The domain should be authenticated It must use HTTPS Contact should have Prefilling enabled i.e. Prefill Marketing Form field in the Contact record should have the … Continue reading “How to – use… Continue Reading Nishant...
Implementing Dynamics 365 Service Bus Listener using Azure Function
Originally posted on YanivRDT: One of the built-in triggers for Azure Function App is Service Bus (ASB) queue trigger, which makes Azure Function a listener for ASB events.While Azure Service Bus provides a robust decoupling mechanism, the receiving side has to poll for messages or implement a listener. This trigger makes Azure Functions an ideal… Continue Reading Nishant Rana’s Article on their blog Implementing Dynamics...
How to enable prefill for marketing forms
Check the previous posts on hosting marketing forms for more details How to – embed marketing form on an external page Here we will see Prefill in action. https://learn.microsoft.com/en-us/dynamics365/marketing/form-prefill#create-a-landing-page-form-with-prefill-enabled We have created the below marketing form (type – Landing Page) right now (currently Pre-fill is set as default false for… Continue Reading Nishant...
How to – use form capture to integrate with external form in Dynamics 365 Marketing
We’d use form capture option when we want to integrate with external form not not created in Dynamics 365 Marketing . Let us take a simple example to understand how the form capture works. Check the previous post on embedding the Dynamics 365 Marketing form on an external page – https://nishantrana.me/2022/11/10/how-to-embed-marketing-form-on-an-external-page/ Here we have this simple …
Fixed – change the owner of the Flow or Flow client error returned with the status code “Forbidden” and ConnectionAuthorizationFailed in Power Automate
Recently while trying to change the owner of the workflow we were getting the below error Flow client error returned with status code “Forbidden” and details “(“error”:X [“code”: “ConnectionAuthorizationFailed”, “message”: “The caller object id is ‘ffcdd1fc-2858-4019-9a96-19d73ae124c8″. Connection… Continue Reading Nishant Rana’s...
Enabling Teams Chat for your Dynamics 365 Marketing records
Originally posted on Microsoft Lystavlen: Enabling in-context real-time collaboration can help you speed up so many processes, e.g., approval of the images used on a marketing page in Dynamics 365. Currently there is no configuration options for Embedded Team Chat in Dynamics 365 Marketing. The configuration of Teams Chat takes places in the Sales Hub’s… Continue Reading Nishant Rana’s Article on their blog Enabling...
How to – add Contact Insights / Account Insights to the form – Dynamics 365 Marketing
We can see the Account Insights / Contact Insights tab added along with LinkedIn Lead Info on the default lead form (as well as contact/account) after we install Dynamics 365 Marketing. These tabs will be added if you try creating a new form (Main). But if we have other existing forms (Main), these tabs won’t … Continue reading “How to – add Contact Insights / Account Insights to the form –… Continue...
How to – embed marketing form on an external page
In the previous posts, we learned about website tracking and how to authenticate the domain for external hosting of the form as well as email marketing. Here we will explore the option of hosting the form on an external page. Let us start by creating a simple marketing form having a first name, last name, … Continue reading “How to – embed marketing form on an external page” Continue Reading Nishant Rana’s...
Marketing forms comparison – Marketo and Dynamics 365 Marketing
Marketo Dynamics 365 Marketing We can create forms in Marketo to be used on the landing pages. There are 4 types of Marketing forms – Landing page, Subscription Center, Forward to a friend, and Event Registration. Add fields to form Fields are mapped to the contact and/or the lead table in Dynamics 365 and can … Continue reading “Marketing forms comparison – Marketo and Dynamics… Continue Reading Nishant Rana’s...
How to – Authenticate Domain in Dynamics 365 Marketing
Domain authentication is required for marketing email messages and for hosting the marketing form externally. Authentication of the email domain confirms that you have been approved by the organization to send messages on their behalf, this also increases the deliverability of the email. And in the case of an externally embedded form, domain authentication establishes … Continue reading “How… Continue Reading Nishant...
How to – configure website tracking in Dynamics 365 Marketing
We can create a website record in Dynamics 365 Marketing to trace visitors to the website. To setup Dynamics 365 Marketing (trial) – https://nishantrana.me/2021/11/13/step-by-step-configure-dynamics-365-marketing-in-a-dataverse-environment Navigate to Outbound marketing >> Internet Marketing >> Marketing websites and create a new marketing website record. Marketing will record closely grouped… Continue...
Configure Outbound Calling – Dynamics 365 Omnichannel for Customer Service
For setting up Outbound calling we need to first set up a phone number that will be used for outbound calling. This would help – https://nishantrana.me/2022/10/17/how-to-set-up-omnichannel-voice-using-azure-communication-service-acs/ In a nutshell below are the steps we are going to perform – Configure Phone Number for outbound calling. Define a queue of type voice for outbound calling or …
How to – Access environment storage using SAS Token
We can access our environment’s storage using a SAS token. Download – Azure Storage Explorer – https://azure.microsoft.com/features/storage-explorer/#overview Select Connect to Azure resources option Select ADLS Gen2 container or directory for the Azure storage type. Select the Shared access signature URL for the connection To get the SAS URL – https://[ContainerURL]/CDS?[SASToken], we… Continue Reading...
How to – quickly find Tenant Id https://www.whatismytenantid.com/
Recently we had to find the tenant id, usually, we will log in to Azure Portal and within Azure Active Directory we will get the tenant id. However, in this case, we only had the user’s email address. So we had https://www.whatismytenantid.com/ to help us here. Just enter the domain name, and click on Find … Continue reading “How to – quickly find Tenant Id… Continue Reading Nishant Rana’s Article...
Key points – Copying environment in Dynamics 365 Marketing
Few key points for quick reference, if we plan to copy Dynamics 365 Marketing environment. You could find all the details here – https://learn.microsoft.com/en-us/dynamics365/marketing/manage-marketing-environments Copy procedure will – After Copy – Also, We can use the Configuration Migration Utility to move data between environments – marketing pages, journeys, emails, etc. Interaction… Continue Reading Nishant...
Few key points – Dynamics 365 Marketing Licensing / Apps
Below are a few key points and links for quick reference – Core Marketing License – Dynamics 365 Marketing – For organizations without any other Dynamics 365 Application. Dynamics 365 Marketing Attach – For organizations with qualifying Dynamics 365 Applications (minimum 10 users of the following apps – Dynamics 365 Sales, Customer Service, Field Service, … Continue reading “Few key… Continue Reading...
Personalization Comparison –Marketo and Dynamics 365 Marketing
Marketo Dynamics 365 Marketing In Marketo, a token is a variable that can be used in email, landing pages, snippets, web campaigns. {{lead.First Name}} With default value: {{lead.First Name : default :earthling}} In Dynamics 365 Marketing, we can add Dynamic or Static Content, Dynamic Text – e.g. {{contact.firstname}} Different types of Tokens: – Person Tokens … Continue reading… Continue Reading Nishant...
Fixed – The reference assemblies for. NETFramework,Version=v4.6.2 were not found. To resolve this, install the Developer Pack (SDK/Targeting Pack) for this framework version or retarget your application
Recently while trying to use the Power Platform Tools – https://learn.microsoft.com/en-us/power-apps/developer/data-platform/tools/devtools-install , got the below error in Visual Studio 2019. (not supported for VS 2022) To fix it either you can, open Visual Studio Installer and select Modify and select the appropriate developer pack. Or as specified in the error message, open… Continue Reading Nishant Rana’s Article...
Power Apps Component Life Cycle – Quick look
We can read about the architecture and the life cycle of the Power Apps component here. Check the screencast – PowerApps Component Life Cycle Let us see it in action using a sample project. Launching the test harness, we can see the init executed followed by updateView. Making any change in the component’s form factor, … Continue reading “Power Apps Component Life Cycle –… Continue Reading Nishant Rana’s...
How to – Set up Omnichannel Voice using Azure Communication Service (ACS)
To add Voice Calling (PSTN – Public Switched Telephone Network) connectivity to an app or service, we can buy a number from Microsoft, which acts as a PSTN carrier (based on availability in the region). https://learn.microsoft.com/en-us/dynamics365/customer-service/voice-channel-region-availability#azure-direct-routing This is the easiest way to connect ACS (Azure Communication Services) to… Continue Reading Nishant Rana’s...
Setting up Omnichannel Voice using Azure Communication Service
Originally posted on Everything D365: In my previous blog, I detailed how an Omnichannel trial could be created and shared how we could initiate a trial of the native voice experience. The native voice trial provides 60 minutes of voice calling minutes which can be used to evaluate the voice experience. This blog will detail… Continue Reading Nishant Rana’s Article on their blog Setting up Omnichannel Voice using Azure...
Workstreams Overview – part 2 – Dynamics 365 Customer Service / Omnichannel
Continuing the previous post, let us now delve deeper into the different options inside each of the workstream types. Let us first create a workstream of type Messaging – Chat (Persistent) with work distribution mode as Push, and check the various configuration to be done for it. We are presented with 5 main sections – … Continue reading “Workstreams Overview – part 2 – Dynamics 365… Continue Reading Nishant...
Workstreams Overview – part 1 – Dynamics 365 Customer Service / Omnichannel
Workstreams can be defined as records or settings, where we can set up the channel, and define routing rules, work distribution, and bots to route work items to the appropriate queue/agents. Workstream can be of 3 different types – Messaging, Record, and Voice. For Messaging we can specify the below channels – Apple messages for … Continue reading “Workstreams Overview – part 1 – … Continue Reading Nishant...