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...
Fixed – Invalid data from the network error in the custom page – Power Apps / Dataverse
Recently in one of our custom pages, we were getting the below error “Invalid data from the network” We had this setting “Formula-level error management” as On, switching it off was hiding this error on the page. To fix it we tried removing the fields one by one to figure out the issue. Eventually, we … Continue reading “Fixed – Invalid data from the network error in the custom page –...
Using Sort, Distinct, Filter together for combo box Items– Canvas Apps (Dataverse)
Just sharing a simple example of applying a formula to the Combo box Items property, which includes Sort, Distinct, and Filter (If). Below is our Combo Box bound to a lookup field of type Customer. If Contact is the option selected in the radio control, we want to show Contact’s Full Name sorted else Account’s … Continue reading “Using Sort, Distinct, Filter together for combo box Items–… Continue Reading...
How to – switch between Enhanced and Legacy (Default) multisession workspace in Customer Service Workspace
With the Enhanced multisession layout in Customer Service Workspace, we have different sessions open in different tabs at the top and different tabs inside each session, along with the Navigation on the left. To revert to the old default workspace or legacy navigation (deprecated), open the developer tools in the browser. And paste the following … Continue reading “How to – switch between… Continue Reading...
Combo box showing blank values in case of multiple conditions – Canvas App (Dataverse)
Recently while trying to filter combo box Items we were getting the values but it was coming as blank instead of showing the name field. Below is a sample Form – connected to Leads and Source Campaign is the combo box field (lookup to Campaign) As we can see without applying the filter we can … Continue reading “Combo box showing blank values in case of multiple conditions – Canvas… Continue Reading Nishant...
How to – Create Marketing form submission record through Flow (Power Automate) – Dynamics 365 Marketing
Recently we were exploring the possibility of creating a marketing form submission record through flow/custom code. Here simply creating the marketing form submission record is not enough, for it to be processed by the platform, we need to call the bound action – msdyncrm_UpdateMarketingFormSubmission with Step = Retry. (And it’s all not an officially supported … Continue reading “How to –… Continue...
Dataverse | ‘App Opener’ security role
Originally posted on Rajeev Pentyala – Microsoft Power Platform: App Opener is a new OOB security role comes with the minimum privileges for common tasks available on all the Dataverse Environments. Its recommended to use the App Opener role for copy and creating new roles. App Opener is protected and cannot be updated. The min prv… Continue Reading Nishant Rana’s Article on their blog Dataverse | ‘App...
Fixed – Global variables are not allowed in StartScreen (PowerApps / Custom Page)
Recently while working on a custom page we had a requirement to show different screens on the app start based on a choice field in the record. (The custom page was being opened from a button/command on the form) For the custom page’s App OnStart we were first removing the curly brackets from the recordID … Continue reading “Fixed – Global variables are not allowed in StartScreen (PowerApps /… Continue...
Get environment variables value using JavaScript
Originally posted on My Trial: As application grow, the complexity of managing and maintaining their Dynamics 365 environments increases. With different teams working on different aspects of the system, it becomes challenging to ensure that the right values are used in the right places. One way to address this challenge is to use environment variables.… Continue Reading Nishant Rana’s Article on their blog Get environment...
Using addProperty to dynamically add a custom property to a JSON object – Power Automate
Recently while working on the integration of Facebook Lead Ads with CRM, through Webhooks / Power Automate we had to process the lead data and create lead and contact records. Below is a sample format in which we’d get the lead data for the FB form having a first name, last name, date of birth, … Continue reading “Using addProperty to dynamically add a custom property to a JSON object –… Continue Reading...
Stop / Go live Lead Score Model behavior in Dynamics 365 Marketing
Recently we were writing a plugin on the Lead Score table to update the associated lead with Score and the Grade values. The plugin was on Update of Lead Score (msdyncrm_leadscore_v2) to update lead when the Score Status = Up to date. The interesting point we observed here was that when we stop the lead … Continue reading “Stop / Go live Lead Score Model behavior in Dynamics… Continue Reading Nishant Rana’s...
Notification template in Omnichannel Voice (Dynamics 365 Customer Service)
Below is the default notification the agent receives on incoming conversations/calls. It is defined through the below out-of-the-box template. Property Description Title To define the title. Icon To define the icon. Show Timeout Yes / No – to hide/show the timer (timer still runs in the background) Time (seconds) For the Phone Call / Voice … Continue reading “Notification template in… Continue Reading Nishant...
Fixed – Power Virtual Agents bots for voice not working (Dynamics 365 Customer Service Omnichannel)
We can configure aa PVA Bot for workstreams and when we install the voice channel demo, we can see a bot already configured for the demo workstream. Recently in our case, the bot configured was not working and we were getting the below message on calling the workstream/voice channel configured. “Sorry, we couldn’t serve you … Continue reading “Fixed – Power Virtual Agents bots for voice not… Continue...
List Rows, Select Columns, and Lookup field – Power Automate / Dataverse
Suppose we want to retrieve the value of the source campaign lookup of the lead records. The schema name of Source Campaign is – campaignid To get its GUID in the Select columns of list rows we can specify it as _campaignid_value i.e. _lookupschemaname_value The other option is if we specify the schema name in … Continue reading “List Rows, Select Columns, and Lookup field – Power Automate… Continue Reading...
Agents not receiving calls in Omnichannel Voice – Dynamics 365 Customer Service
Recently we saw a few of our agents were not receiving the calls/notification for incoming conversations. Apart from checking the Routing Diagnostics, we can refer to the Omnichannel Ongoing Conversation Dashboard (available for the Omnichannel Supervisor role) In our case, we realized that the ongoing conversation was in Wrap-up status for the agent. And also … Continue reading “Agents not… Continue Reading Nishant...
Using Coalesce Function to handle null value in Power Automate – Dataverse
Recently in one of our flows, we were getting the below error – InvalidTemplate. Unable to process template language expressions in action ‘List_rows_:_Region’ inputs at line ‘0’ and column ‘0’: ‘The template language function ‘replace’ expects its first parameter ‘string’ to be a string. The provided value is of type ‘Null’. Please see...
How to – Configure Voicemail Workstream and Queue – Dynamics 365 Customer Service
When we configure the Voice demo, we can see 2 workstreams and queues created for Voicemail one for individuals other for voicemail of type group. The Default Group Voicemail Workstream has the following intake rule defined. And following Route to Queue Rule Configuring Voicemail… Continue Reading Nishant Rana’s Article on their blog How to – Configure Voicemail Workstream and Queue – Dynamics 365 Customer...
How to – Enable Desktop notifications when the app is in the background – Dynamics 365 Customer Service (Omnichannel – Voice)
Below is how the notification appears to the agents for the incoming conversation. In case the app is in the background the agent might miss the notification. To avoid this scenario we can enable Desktop notifications. Navigate to Agent Experience >> Workspaces >> Notification Templates (Manage) in the Customer Service Admin center … Continue reading “How to – Enable Desktop… Continue...
Dynamics 365 – Different Ways of Showing Form Level Error Messages – setFormNotification | setIsValid
Originally posted on Crm Minds: Form notifications are useful when you want to prevent the user saving the form if the form fields do not meet the conditions. Say you have 2 date fields called “Start Date” and “End Date”. You want the records can only be saved if the “End Date” is bigger than… Continue Reading Nishant Rana’s Article on their blog Dynamics 365 – Different Ways of...
Fixed – Automated messages not working in Voice Channel – Dynamics 365 Customer Service
Recently we were facing an issue with a customized automated message that we had configured for one of our voice channels. The message was not getting played and in fact, the default message was also not getting played for our customer. After some testing, we realized it was because the message had a “&” character … Continue reading “Fixed – Automated messages not working in Voice Channel… Continue...
How to – Set Default value for the combo box in Canvas Apps (Dataverse)
Suppose we have the following Combo Box named Status bind to one of the choice fields of Dataverse. Items = Asset Status option set field of table Product. Now if we want Available to be the default selected value for it, we can use the DefaultSelectedItems property of the combo box. DefaultSelectedItems = Filter(Choices(Products[@’Asset Status’]), … Continue reading “How to – Set Default… Continue...
Enable Sound Notifications in Omnichannel (Voice and other channels) – Dynamics 365 for Customer Service
By default, this is how the notification appears for the agent when he is logged in to the app and is available. There is no sound notification. However, we enable sound notification here. This can be helpful in case the app is in the background and/or the agents are working on something else. Navigate to … Continue reading “Enable Sound Notifications in Omnichannel (Voice and other channels)… Continue Reading...
Understanding Overflow handling – Work item limit exceeds in Voice Channel – Omnichannel (Dynamics 365 Customer Service)
Say for one the Advanced Queue of type Voice we have the following Overflow handling defined (the queue has only 1 user assigned to it). i.e. Condition = Work item limit exceeds 1 Action = Voicemail And it also has an Out of operation hours condition defined. Now, if the customer calls during working hours … Continue reading “Understanding Overflow handling – Work item limit exceeds in Voice… Continue Reading Nishant...
Calculated Column inside Plugin? – Dataverse / Dynamics 365
Recently while working on a plugin, we realized that for a particular column, we were not getting value in the context (on Post Create), the same was the case for Post Update and Post Image. Also using Retrieve and RetrieveMultipleto fetch its value inside the Plugin didn’t work Eventually, we realized it was a calculated … Continue reading “Calculated Column inside Plugin? – Dataverse /… Continue Reading...
Unable to install the Profiler. Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’ in Dynamics 365 / Dataverse
We might get the below error while trying to install the profiler in the Plugin Registration Tool. “Unable to Install the profiler” “Unhandled Exception: System.InvalidCastException: Unable to cast object of type ‘Microsoft.Xrm.Sdk.Entity’ to type ‘CrmSdk.PluginType’. at Microsoft.Crm.Tools.Libraries.OrganizationHelper.InstallProfiler(CrmOrganization org, String prtPath) at… Continue...
How to – Handle single quote/apostrophe in Filter Rows in Power Automate (Dataverse)
Say for e.g. we have the below flow, which finds the lead having subject as “My Test’s Value” On running it we get the below error To make it work we can make use of replace function here. replace(variables(‘Subject’),””,”””) ‘ = to espace ‘ = special character...
How to – Configure Voicemail in Omnichannel Voice Channel – Dynamics 365 Customer Service
For voice mail to work, make sure Unified Routing is provisioned. Next, we need to create a new Agent experience profile. Navigate to Agent Experience >> Workspaces and select Manage for Agent experience profiles. Create a new record. Add the users to it. One user can be part of only one Agent experience profile record. … Continue reading “How to – Configure Voicemail in Omnichannel Voice… Continue...
How to – assign a personal phone number to agents in Voice Channel (Omnichannel)– Dynamics 365 Customer Service
The reason we would assign a personal phone number to the agents is that they can use that number to make an outbound call to the customers or in some scenarios, the customer wants to directly call the specific agent for direct follow-up on a particular case. Let us first add a new phone number. … Continue reading “How to – assign a personal phone number to agents in Voice Channel… Continue Reading Nishant...
Connect Voice Channel to using an existing Azure Communication Services (ACS) Resource – Dynamics 365 Customer Service
We had earlier configured Voice Channel in our Dev environment using ACS Direct Routing. Please refer to this blog post on how to set up a voice channel using a new ACS. https://nishantrana.me/2022/10/17/how-to-set-up-omnichannel-voice-using-azure-communication-service-acs/ Recently while configuring the UAT environment, we thought of reusing the same ACS resource configured earlier…. Continue Reading Nishant Rana’s...
Resolved – Request to XRM API failed with server error:
We were getting below Timeout error while trying to save our Power Automate flow. Request to XRM API failed with server error: ‘Message: Timeout occurred when calling the XRM api’ Code: InnerError: Type: System.Threading.Tasks.TaskCanceledException Message: A task was canceled. It could be because of some issues at the product end – some outage or server … Continue reading “Resolved –… Continue Reading Nishant...
Power Automate: Share Record using Unbound Action
Originally posted on MG : Sharing Records in CDS/ Dynamics CDS automatically based on a specific action??!!! we used to write Custom Workflow Activity or some kind of plugin to Achieve it which may take some hours to develop deploy and Fix. Well ! NO CODE 1 Step workflow can achieve this! By using the Common… Continue Reading Nishant Rana’s Article on their blog Power Automate: Share Record using Unbound Action Reblogged...
Plugin registration profile record not getting created – Dataverse / Dynamics 365
Recently while trying to debug a plugin with Persist to Entity mode on the update step, we didn’t find any profile record getting created. One option is to try to reinstall the profiler. This could happen when we are using a different version of the plugin registration tool and it has the Profiler already installed/configured … Continue reading “Plugin registration profile record not getting… Continue Reading...
How to – Enable inbox for agents in Dynamics 365 Customer Service Workspace / Omnichannel
Inbox view in the agent workspace allows agents to quickly perform a preliminary assessment of the service requests coming from different channels for a timely response. Agents can view cases, conversations, and activities assigned in the inbox tab. To enable inbox for the agents, inside the Customer Service admin center Navigate to Agent Experience >> … Continue reading “How to – Enable… Continue Reading...
Manage Custom Presence – Dynamics 365 Customer Service (Omnichannel)
To manage presences, navigate to Customer Service Admin Center >> Agent Experience >> Productivity >> Custom Presence Out of the box we have the following presences. Only the below presences will be available for the agents to select. The inactive and offline statuses will be automatically set by the system. Although we can deactivate the … Continue reading “Manage Custom Presence –...
How to – enable marketing interactions in lead and contact timeline – Dynamics 365 Marketing
To view marketing interactions, we need to add a custom connector to the timeline of the lead and the contact form. This step is only required if we are using custom forms and not the out-the-box marketing forms for lead and contact. The OOB Form already has this connector defined. Open the form for customization, … Continue reading “How to – enable marketing interactions in lead and contact… Continue Reading Nishant...
Use Command checker (ribbondebug=true) to identify the Ribbon Customizations Issue – Dataverse / Dynamics 365
Appending ribbondebug=true to the record’s URL adds the new Command checker button in the command bar, which could help us in troubleshooting any unexpected behavior with ribbon. More on this – https://powerapps.microsoft.com/en-us/blog/introducing-command-checker-for-model-app-ribbons/ Recently we added one enable rule to an existing button (Go Live) in the Customer Journey table. The rule… Continue Reading Nishant...
Solved – Presence not loading in Omnichannel for Customer Service / Customer Service workspace
Recently in one of the environments, the presence was not loading for the agents. To fix it, we had to update the Channel URL to point to the correct organization name. Before –… Continue Reading Nishant Rana’s Article on their blog Solved – Presence not loading in Omnichannel for Customer Service / Customer Service workspace Recently in one of the environments, the presence was not loading for the agents. To fix it,...
Install Voice Channel in Omnichannel – Dynamics 365 Customer Service
Make sure all the prerequisites are in place – https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#prerequisites Login to Power Platform Admin Center >> Environments https://admin.powerplatform.microsoft.com/environments Select Resources >> Dynamics 365 apps Select Manage for Omnichannel for Customer Service – Telephony It will open Dynamics 365… Continue Reading...
Show/Hide ribbon button based on Security Role without writing code in Dynamics 365 CE?
Originally posted on goutam dynamics: Recently I have seen in a community post, there was a requirement to show/hide opportunity “Close as won” and “Close as lost” button based on user security role without writing any code. Ideally in this scenario we basically retrieve the user role name using web API and then based on… Continue Reading Nishant Rana’s Article on their blog Show/Hide ribbon button based on Security Role...
Use the Marketing only field to identify automatically generated marketing contact records – Dynamics 365 Marketing
The form-matching strategy defines what field(s) will be used to find the matching record. Can be found at – Dynamics 365 Marketing >> Settings >> Lead Management >> Form Matching (Outbound) We then associate the form-matching record with a marketing form. So if a contact with the same email address is found, the record will … Continue reading “Use the Marketing only field to...
Omnichannel Real-time analytics reports (Preview) – Dynamics 365 Customer Service
The Real-time dashboard consists Summary, Ongoing conversation, Agent, and Voice report. To enable it – Login into Customer Service Admin Center >> Operations >> Insights >> Report Settings >> Real-time Analytics (preview) Enable it – After a couple of minutes, we can see the Dashboard added to the Customer Service Workspace app. Within the Summary, … Continue reading...
New look-and-feel model-driven apps: A comparison and my thoughts
Originally posted on Power⚡Thomas: It was already announced in the Power Platform 2023 Release Wave 1 and since last Thursday, February 2, 2023, it has become available in preview. I am referring to the new look-and-feel for Model-driven Apps. Last year, I already posted a LinkedIn post in which I discovered that there had… Continue Reading Nishant Rana’s Article on their blog New look-and-feel model-driven apps: A...
Contact’s Originating Lead – originatingleadid is not valid for update – Dynamics 365 / Dataverse
Recently we were writing a plugin that on the creation of a lead updates the originating lead of a contact record. The value was neither getting updated nor we were getting any errors.It was after we spent a good amount of time debugging, realized that this field cannot be updated.So basically, we can specify a … Continue reading “Contact’s Originating Lead – originatingleadid is not valid for… Continue...
How to – Identify Dynamics 365 Marketing Application App and its corresponding environment
We can easily identify the Marketing App and the environment in which it has been provisioned. Login to Power Platform Admin Center >> Resources >> Dynamics 365 Apps https://admin.powerplatform.microsoft.com/ We can find the unique name of the environment/organization suffixed with the name of the app i.e. Dynamics 365 Marketing Application for the configured app. Navigate … Continue reading… Continue...
Moving Marketing Email, Journey, Events, etc. between environments – Dynamics 365 Marketing
To move Marketing configurations/data from one environment to another we can make use of the Configuration Migration Tool. Open the tool, and create the schema file. Connect to the source environment. Select and add the real-time marketing email table – msdynmkt_email Soure email. Next, we are going to select the real-time marketing Journey table – … Continue reading “Moving Marketing Email,… Continue...
How to – Generate Long-Lived Page Access Token – Facebook
Login to Meta for Developers and note down the App ID and App Secret of the app. Access Tokens – https://developers.facebook.com/docs/pages/access-tokens/ https://developers.facebook.com/apps/ To get the long-lived page access token, first, we need to generate a short-lived Access Token. In Graph API Explorer – https://developers.facebook.com/tools/explorer, select the App and the page… Continue Reading Nishant...
How to – Hide Approve / Reject Button in Approval Email in Power Automate Approval Workflow
Recently we had a requirement to remove or hide the Approve and Reject buttons from the approval email as we wanted the user to manage it all from the Approval Center. The way we implemented this is by replacing the Start and wait for an approval action with Create an approval, Send email notification and … Continue reading “How to – Hide Approve / Reject Button in Approval Email in Power… Continue Reading...
Format property missing in Date Picker in custom page – Dataverse / PowerApps
Recently while designing the custom page, we realized that the format property is missing for the Date Picker control. This is because Date Picker control is based on Fluent UI Library. One option earlier was to enable the Classic Controls from Settings And replace the existing control with the classic control Now it seems that … Continue reading “Format property missing in Date Picker in… Continue Reading Nishant...
Configuration Migration Tool Filter Updates and the Power Apps Portal
Originally posted on Colin Vermander: If you haven’t heard or seen the most recent update to the SDK tool Configuration Migration Tool (CMT) then it is a must check out as the latest version of the tool includes filtering capaibility as Alan Mervitz (@amervitz) noticed on Twitter and has documented on his blog. This feature… Continue Reading Nishant Rana’s Article on their blog Configuration Migration Tool Filter...