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...
Send bulk email / direct email to Customers – Dynamics 365
To enable the option of sending bulk email / direct mail in Unified Interface, we can navigate to Settings >> Administration >> System Settings >> Email >> Enabled Send Direct Email Action in Unified Interface Now on selecting the record(s) of email enabled table, we get the option “Send Direct Email” We can also specify … Continue reading “Send bulk email / direct email...
Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics 365 Marketing
Recently we got the below error while trying to open the files in our Real-time marketing Assets Library. We raised the Microsoft Support ticket for this and got the issue fixed. This was because our environment was in Admin mode. (as we were going live so had kept it in admin mode, till we verify … Continue reading “Fixed – This assets-oce.mkt.dynamics.com page can’t be found in Dynamics… Continue Reading...
Fixed – We can’t find the form page you’re trying to load – Dynamics 365 Marketing
Recently we saw the below error in one of our marketing forms hosted on the website – We can’t find the form page you’re trying to load: <div data-editorblocktype=”FormBlock” data-form-block-id=”64d87bc7-279d-ed11-aad1-00224814fd52″></div>. Please check your page setup. This occurs if the form is not Live. Making the form “Go live” will fix the issue. Hope...
Fixed – The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms in Dynamics 365 Marketing
Recently we were getting the below issue for our Marketing Forms hosted on an external website on a particular authenticated domain. The pages were working fine in other authenticated domains. “The domain where this form is embedded might not be enlisted as a domain record for externally hosted forms. Otherwise, a browser extension or plugin … Continue reading “Fixed – The domain where this… Continue...
Interesting articles on Plugin behavior – Dynamics 365 / Dataverse
Found below interesting articles, do check out- Can we create child records in Pre-Operation Plugin?https://community.dynamics.com/forums/thread/details/?threadid=1e757e7a-60b2-4fc6-9a94-acea44b18f8c What happens when we use ExecuteMultiple within Plugin?https://www.inogic.com/blog/2015/11/executemultiple-workflow-or-plugin-assemblies/ Continue Reading Nishant Rana’s Article on their blog Interesting articles on Plugin behavior...
ParentContext property of IPluginExecutionContext – Dynamics 365 / Dataverse
Recently we had to write a plugin that should trigger only when a user has manually associated the record from the form (N-N relationship). This was because we were also doing the same association through another plugin, in which case we didn’t want this new plugin to trigger. Here we can make use of ParentContext … Continue reading “ParentContext property of IPluginExecutionContext –… Continue Reading Nishant...
Associate/Disassociate plugin messages in CRM
Originally posted on Rajeev Pentyala – Microsoft Power Platform: In CRM, the Associate or Disassociate event happens If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. Entity Associate View In Plugins, the Associate & Disassociate messages behave little different than… Continue Reading Nishant Rana’s Article on their...
Missing dependencies – You’ll need to import the following items to this environment error while importing the solution – Dynamics 365 / Dataverse
Recently while trying to import one of the solutions we got the below error Missing dependencies. You’ll need to import the following items to this environment. It was referring to one of the Managed Solutions – DynamicsMKT_PushNotification, managed by Microsoft, for Microsoft Dynamics 365 Marketing. We realized that the source environment had a higher version … Continue reading “Missing… Continue Reading...
Sample Code – Enable / Disable Plugin Step (sdkmessageprocessingstep) Dynamics 365 / Dataverse
Recently we had to disable plugin steps as part of data migration, below is the sample code we can use, either specify the name of the assembly, plugin, or plugin step as we are using the “begins with” condition or make changes as required. Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Sample Code – Enable / Disable Plugin Step (sdkmessageprocessingstep) Dynamics 365 / Dataverse Recently...
Fixed – 0x90000010 Can not retrieve view’s metadata (Dynamics 365)
We were recently getting the below error in one of the views in the Dashboard. 0x90000010 Can not retrieve view’s metadata The issue occurred because we had converted that Dashboard from a personal to System / Public Dashboard using the below wonderful XrmToolbox Plugin, https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.PersonalViewsMigration/, which converted it to System Dashboard… Continue Reading Nishant...
Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power Apps (Dataverse)
Recently in one of our custom pages, we had to set the default value (DefaultSelectedItems) of the combo box based on one of the lookup fields on the record. We were opening the custom page from the ribbon button on the form. Below is our function to pass the record’s GUID to the custom page … Continue reading “Set DefaultSelectedItems of Combobox on App OnStart – Custom Page -Power… Continue Reading Nishant...
Fixed – View Name as Blank in Dynamics 365 / Model-driven app
Recently we faced an issue where one of the views was not showing its Name in the app. On selecting the View Selector, we were not getting the option to select that view. Checking in a Vanilla CRM instance, we can see it is OOB My Activities view. To fix it, we had to edit … Continue reading “Fixed – View Name as Blank in Dynamics 365 / Model-driven app” Continue Reading Nishant Rana’s Article on...
My CRM is Automatically Sending E-mails to Regarded Appointments
Originally posted on Atrio Systems Provides Value, Tips & Lessons Learned: Problem A common problem that many users report in CRM is that the system is automatically sending out e-mail notifications to recipients for CRM Appointments without the user’s permission. However, you know CRM doesn’t automatically send out Appointment e-mails and there are no background processes or… Continue Reading Nishant...
Fix – Exception in creation of lead (Dynamics 365 Marketing)
We were getting this error in the submission of one of our outbound Marketing forms. Activity id: e1ede147-efb6-457d-bc19-826c6176a2e4, Request id: jH7xRiEzGFTdZQTbE2fkh9_Z_WtjumCqJERuYZbGSL0_0, Exception: Entity ‘Contact’ With Id = 896b960d-c5d7-4c4d-95c7-a9e226afbf8e Does Not Exist The form had only the Lead form matching defined and Only leads for Update contacts / leads. So here because of… Continue Reading...
Fixed – Expect non-empty Guid while importing solution in Dynamics 365/ Dataverse
While trying to import the solution (patch), we were getting the below error. “Expected non-empty Guid” There was hardly any detail in the log file also We tried removing the solution component one by one in our source environment and trying the import again in the target environment. Eventually removing the Pages (custom page) allowed … Continue reading “Fixed – Expect non-empty Guid while… Continue...
How to – set Calendar View to start the week from Monday – Dynamics 365
By default, if the calendar view is starting on Sunday for the week as shown below, we can update the system settings, to start it on Monday or any other day From Administration >> System Settings > > Formats >> Customize (Current Format) Specify the First Day of Week On update, we can see the … Continue reading “How to – set Calendar View to start the week from Monday –… Continue...
Configure Facebook Channel – Omnichannel (Dynamics 365 Customer Service)
To setup Facebook Channel, Login to https://developers.facebook.com/, create a new account or use an existing developer account Create a new Facebook App Select the app type as Business Provide an appropriate name and create the app. Select Messenger as the Product for the app. Next either add an existing page or create a new one … Continue reading “Configure Facebook Channel – Omnichannel… Continue Reading...
Fix – The label ‘ ‘, id: ” already exists. Supply unique labelid values while importing solution – Dynamics 365
Recently while trying to import the solution, we got the below error – The tab tag was missing the labelid property. Adding it back to the FormXml using FormXmlManager XrmToolBox plugin fixed it. Also check – https://nishantrana.me/2022/11/11/adding-contact-insights-account-insights-to-the-form-dynamics-365-marketing/ Hope it helps.. Continue Reading Nishant Rana’s Article on their blog Fix – The label ‘...
Configure WhatsApp channel – Omnichannel (Dynamics 365)
To configure the WhatsApp channel, we need to set up the account in the Customer Service Admin Center. Navigate to Customer Support >> Channels >> Messaging Accounts (Manage) Select the New Account option there Select WhatsApp as the channel Next, we need Account SID and Authentication token. To get this information we need to create … Continue reading “Configure WhatsApp channel –… Continue...
Disable Export and Print button in Dynamics 365 CE (CRM) report viewer.
Originally posted on Prashant Kumar Maurya: In one of my recent project, there was a requirement to disable/remove export button from report viewer (Only for certain set of users). To achieve this, we had to remove below two permissions from all roles assigned to those users. You can remove one or both the permission to… Continue Reading Nishant Rana’s Article on their blog Disable Export and Print button in Dynamics 365...
Connect Power Automate to Twitter using a Bring Your Own App approach
Originally posted on CIAOPS: As I have detailed previously: Power Automate Twitter connector failing I needed to regenerate the connection to Twitter in my Flows. The following is what worked for me and I hope it can help you as I didn’t find this set out clearly anywhere else. I found that you needed to… Continue Reading Nishant Rana’s Article on their blog Connect Power Automate to Twitter using a Bring Your Own App...
Fix – Missing dependencies error while importing solution (Dynamics 365)
Recently while importing the solution in our UAT we got the below error – It was showing the above entity relationships missing in the solution. We could not find them inside the Power Apps Maker Portal, to add them in the source solution. Interestingly enough we were able to find them from the classic solution … Continue reading “Fix – Missing dependencies error while importing solution… Continue Reading...
Using Customer Lookup in Canvas Apps (Dataverse)
For this example, we are taking the Company Name customer lookup column of the contact table. We start by adding the Customer Name field to the form. That adds a card to the form, let us add the required controls to get it working Radio Button, Combo box, and Text Label for the combo box. … Continue reading “Using Customer Lookup in Canvas Apps (Dataverse)” Continue Reading Nishant Rana’s Article on their...
Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)
Recently we faced an issue wherein the custom page was not loading any data, however, it was working for users with the System Administrator role. The gallery control shows the Product details. Eventually, it all came down to this particular line in the formula used for the Items property of the Gallery Control i.e. Asset … Continue reading “Fixed – Canvas App / Custom Page not showing data… Continue Reading...
Enhanced Case experience – Full case form – Dynamics 365 Customer Service
Enhance Case Experience is currently available only for the Customer Service Workspace app which targets to increase the productivity of the agent. To enable it, navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Enhanced case experience (Manage) Enable the options – Here we have enabled the Full case form experience. … Continue reading “Enhanced Case…...
Overview and Key Features of Kupp Code Analytics (Visual Studio Extension for Dynamics 365 / Power Apps)
Kupp Software, Microsoft Partner, based in Austria, last year released their product Kupp Code Analytics (Code Analytic Tool) for Microsoft Dynamics 365, intending to help the teams to be more proficient through automating manual tasks, provide IntelliSense, code analysis, performance analysis, etc. In this blog post, we’d have a brief look at Kupp Code Analytics. … Continue reading “Overview… Continue Reading...
FaultException – RetrieveMultiple: GetEntityDataByFetchSearch while using Configuration Migration Tool – Dataverse / Dynamics 365
While recently trying to move configuration data using the Configuration Migration tool, we got the below error. FaultException`1 – RetrieveMultiple : GetEntityDataByFetchSearch |=> ‘msdyncrm_segment’ entity doesn’t contain attribute with Name=”msdynmkt_name” and NameMapping = ‘Logical’. MetadataCacheDetails: ProviderType=Dynamic, StandardCache=True, IsLoadedInStagedContext =...
Notes Control – Dynamics 365
We now have new Notes control for the Case table. The new notes control allows us to associate/create note without the need to create the case record first. Here we are adding the Notes control in our Case form. Specify Pre Create Notes Id (Text) as Table Column for Bound Attribute. Save and publish the … Continue reading “Notes Control – Dynamics 365” Continue Reading Nishant Rana’s Article on their...
Due Open Activities Control – Dynamics 365
The due open activities control shows the activities due today or overdue. It is added by default in the Enhanced Case form but can be added in the other forms of other tables as well. Hovering over it shows the details of the records. Clicking on it opens the Associated Activity view (tab). Below we … Continue reading “Due Open Activities Control – Dynamics 365” Continue Reading Nishant Rana’s Article on...
Attachment Control – Dynamics 365
The new attachment control allows users to upload (Case), download, delete, and view attachments that are added to a table through notes or emails or directly. Below we have 2 attachments added to the case record. We can see both the attachments there in the Attachments control along with an additional attachment directly added (Direct … Continue reading “Attachment Control –… Continue Reading Nishant Rana’s...
How to set Date Picker as Blank (Null)- Canvas Apps / Dataverse
If no dates are selected the Date Picker control will display a default date. This comes from the InputTextPlaceholder property We can update the formula to set the field as blank. If(IsBlank(Self.SelectedDate), Text(Blank())) Hope it helps.. Continue Reading Nishant Rana’s Article on their blog How to set Date Picker as Blank (Null)- Canvas Apps / Dataverse If no dates are selected the Date Picker control will display a default...
Enable email address validation (preview) in the Model Driven app / Dynamics 365
To enable the new email address validation feature (preview), log in to Power Platform Admin Center >> Settings >> Features >> Data Validation With this enabled, we can see validation in work for the Email Address field in the tables. Below we can see it validating the email address while we enter its value We … Continue reading “Enable email address validation (preview) in the Model...
Fixed – Exception in creation of lead (Dynamics 365 Marketing)
Recently we were getting the below error in one of our marketing forms for form submission record. Exception in Creation of lead – Activity id: 40ff82fc-bb10-4d30-8671-12683392ccdf, Request id: AsChkx2zn5IKrjHVC4cTb6j-ZkB23D0PqgCdxwi8kEE_0, Exception: An item with the same key has already been added. This was because we had mistakenly added first name fields twice as the form-matching… Continue Reading Nishant Rana’s...
How to – Extend (Recover) the trial environment (Dataverse / Dynamics 365)
On logging into Power Platform Admin Center, we would see our trial environment as expired And then within one day or so, we would see them deleted inside Recently deleted environments Select the deleted environment and Select Recover Within 10 -15 minutes we can see the environment recovered with the trial extended for 13 more … Continue reading “How to – Extend (Recover) the trial… Continue Reading Nishant...
Manage Security Roles using the new modern UI (preview) – Power Platform Admin Center
Security roles can be now managed using the new modern UI (preview). Select Security Roles (See all) for an environment, within Power Platform Admin Center. Select Edit for a security role. We can see here Display only parent security roles option is On by default. We can see the different options. Filter based on table … Continue reading “Manage Security Roles using the new modern UI… Continue Reading Nishant...
Get RequiredAttendee (Required) from the Meeting (appointment) table – Power Automate / Dataverse
Below is the sample flow we can use to retrieve the Required (requiredattendees) field’s value from the Meeting table (on the update of the record). Here we are triggering the flow, if there is an update in the subject field of the meeting record. Then using the List rows action we are fetching the Activity … Continue reading “Get RequiredAttendee (Required) from the Meeting (appointment)… Continue Reading...
Filter rows using contains, startswith and endwith Power Automate – Dataverse
Recently in one of our projects, we were using the Microsoft Bookings App for the users to book an appointment(outlook) and then were syncing this appointment back to Dynamics 365 through the category “Tracked to Dynamics 365” (Server Side Synchronization) Get more details on it here –… Continue Reading Nishant Rana’s Article on their blog Filter rows using contains, startswith and endwith Power Automate...
Using existing Web Resources (image) and Icons for button/ command – Dynamics 365 / Model-driven apps
In case of a new command that is added through Command Designer, we can specify an existing Icon using the Use Icon option. We can also search and specify an existing Web Resource Similarly, we can use Icon Gallery (XrmToolBox Plugin) to search for the existing web resource image and icons. We can then use … Continue reading “Using existing Web Resources (image) and Icons for button/ command… Continue Reading Nishant...
Hide Show Button in Command Bar / Ribbon in Dynamics 365 / Model-Driven App (For Quick Reference)
Open the App in the App Designer, select the Edit Command Bar for the table Also, check the limitations of the Command designer, the important one being that the pre-existing classic commands cannot be customized with the new command designer. For the new Command added, set its Visible property based on the status of the … Continue reading “Hide Show Button in Command Bar / Ribbon in Dynamics… Continue Reading...
Error when trying to retrieve data from the network – Power Apps/ Dataverse
Recently in one of the custom pages (canvas app), we started getting the below error “Error when trying to retrieve data from the network” and no data was being retrieved. Decreasing the data row limit to 500 from 2000 seemed to fix this issue for us. I assume it could be because of the number … Continue reading “Error when trying to retrieve data from the network – Power… Continue Reading Nishant...
Error with Global Choice / Optionset with the same display name and In operator – Power Apps / Dataverse
Recently while trying to filter the Combo box Items using the value of the Global Multi-choice field, we were getting issues in the formula. It was because the optionset / choice field in the table and the global optionset / choice, it was referring to, both were having the same display name. Issue – To … Continue reading “Error with Global Choice / Optionset with the same display name and… Continue Reading Nishant...
Applying filter on Multi Choices / Multi-Select OptionSet – Power Apps / Dataverse
Say for e.g. we have 2 multi-select choice columns in our leads table, one is local (My Local Multi Choice Field) and the other field ((My Local Global Multi Choice Field) refers to the global option set field In our Canvas App, to filter on ‘My Local Multi Choice Field’ by value Local Choice 2 … Continue reading “Applying filter on Multi Choices / Multi-Select OptionSet – Power Apps… Continue Reading...