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How to – improve data migration performance – SSIS & Azure Data Factory (Dataverse / Dynamics 365)

In one of our projects, we were executing SSIS Packages (KingswaySoft’s Dynamics 365 SSIS Integration Toolkit) under Azure-SSIS Integration Runtime in Azure Data Factory. Check out – Deploy and run SSIS Package in Azure Data Factory Deploy and run SSIS … Continue reading “How to – improve data migration performance – SSIS & Azure Data Factory (Dataverse / Dynamics 365)”

Data Migration – Optimum batch size and threads for maximum throughput – Microsoft Dataverse (Dynamics 365)

For one of our projects, we were trying to figure out the optimum batch size and threads while using the CDS/CRM Destination component of KingswaySoft. https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/destination Now with Service Protection API limits in place, to get the maximum throughput the … Continue reading “Data Migration – Optimum batch size and threads for maximum throughput – Microsoft Dataverse (Dynamics 365)”

Advanced configuration settings – Azure Synapse Link / Export to Data Lake service (Dataverse/ Dynamics 365)

The Export to Data Lake service now has some Advanced configuration settings available. To learn more on Export to Data Lake service https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/ The new settings allow us to configure how the DataVerse / CRM table data is written to … Continue reading “Advanced configuration settings – Azure Synapse Link / Export to Data Lake service (Dataverse/ Dynamics 365)”

Retrieving security role privileges changes (audit) using KingswaySoft’s Dynamics 365 SSIS Integration Toolkit

We can specify Source Type as AuditLogs within the CDS Source Component Editor of KingswaySoft to fetch the Audit information. Get the details :- https://nishantrana.me/2018/10/08/using-kingswaysofts-cds-crm-source-component-to-get-audit-information-in-dynamics-365-ce-ssis/ The Souce Type – AuditLogs includes Output type – Audit Details (Role Privileges), which can … Continue reading “Retrieving security role privileges changes (audit) using KingswaySoft’s Dynamics 365 SSIS Integration Toolkit”

Write batch size, data integration unit, and degree of copy parallelism in Azure Data Factory for Dynamics CRM / 365 Dataset

Let us take a simple example where we are moving contact records (.CSV) stored in Azure File Share to Dataverse or Dynamics 365 (UPSERT). CSV file has 50000 sample contact records (generated using https://extendsclass.com/csv-generator.html) stored in Azure File Storage. Another … Continue reading “Write batch size, data integration unit, and degree of copy parallelism in Azure Data Factory for Dynamics CRM / 365 Dataset”

Environment Variables in Flows as Parameters

Originally posted on MG :
#powerautomate #environmentvariables I have written a blog post earlier about the using of environment variables to store global environment settings and while I was looking to use it the same way I have described in my…

Now Maximum of 10 alternate keys can be defined for an entity/table – 2021 Release Wave 1 – Dynamics 365

Previously, a maximum of 5 alternate keys could be defined for an entity. https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/define-alternate-keys-entity#create-alternate-keys With 2021 Release Wave 1, the limit has been increased to 10. https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/data-platform/increased-alternate-key-limits While trying to create the 11th key we will get the below error … Continue reading “Now Maximum of 10 alternate keys can be defined for an entity/table – 2021 Release Wave 1 – Dynamics 365”

How to – Customize Quick Actions in Dynamics 365 CE / Model-driven Power Apps

As part of the enhanced Search Experience, contextual quick actions were introduced in the platform :- https://nishantrana.me/2021/02/09/improved-search-experience-now-adds-quick-actions-2021-release-wave-1-dynamics-365/ E.g. we have Assign, Share, Email quick actions available for Contact, Account, and other entities for the relevance search results. There can be … Continue reading “How to – Customize Quick Actions in Dynamics 365 CE / Model-driven Power Apps”

EWS Editor for Dynamics 365

Originally posted on Marcello Tonarelli Blog:
EWS Editor for Dynamics 365 is based off the original EWS Editor source and is designed to provide troubleshooting tools to help resolve Exchange server integration issues related to Server Side Synchronization and the E-mail…

Set Custom Message and disable background processes inside the Administration mode for Sandbox and Production Environment – Power Platform

Recently while trying to enable Administration mode for one our environments, we realized 2 new options. Background Operations – for disabling any background operations. Custom Message – define the custom message for the users. For CRM On-Premise, we used to … Continue reading “Set Custom Message and disable background processes inside the Administration mode for Sandbox and Production Environment – Power Platform”

Find the Subscription ID of your Microsoft products (Dynamics 365 Customer Engagement Plan)

Recently we were asked to provide the Subscription Id of the Dynamics 365 Customer Engagement Plan our organization had purchased. To find the same, follow the below steps Login to Microsoft Office admin center with administrator account https://admin.microsoft.com/ Quick reference … Continue reading “Find the Subscription ID of your Microsoft products (Dynamics 365 Customer Engagement Plan)”

Status Reason filter (Timeline control), Multiline field (Quick View Form) and Improved accessibility for BPF on mobile app – 2021 Release Wave 1

2021 Release Wave 1 for Dynamics 365 adds a new Status Reason filter for the Timeline control. Activity status reason filter will show the status reasons of all the activities in the timeline. For the total 5 activities in the … Continue reading “Status Reason filter (Timeline control), Multiline field (Quick View Form) and Improved accessibility for BPF on mobile app – 2021 Release Wave 1”

DSF Error: CRM Organization cannot be found while configuring Azure Synapse Link / Export to Data Lake service in Power Platform

Recently while trying to configure the Export to Data Lake service from the Power Apps maker portal, we got the below error. DSF Error: CRM Organization <Instance ID> cannot be found. More on configuring Export to Data Lake service – … Continue reading “DSF Error: CRM Organization cannot be found while configuring Azure Synapse Link / Export to Data Lake service in Power Platform”

Migrate Dataverse environment to a different location within the same Datacentre region – Power Platform

When we create an environment in the Power Platform admin center, we get the option of specifying the datacenter region, but not the location within it. Find the Data Center Region / Location of your Dataverse Environment- https://nishantrana.me/2021/04/27/finding-the-datacenter-region-location-of-the-microsoft-dataverse-environment/ E.g. we … Continue reading “Migrate Dataverse environment to a different location within the same Datacentre region – Power Platform”

Finding the Datacenter region / location of the Microsoft Dataverse environment

The other day we had to figure out the Datacenter region of our Dataverse environment. As we are aware within a particular geography there can be different Datacentre region at different location. https://azure.microsoft.com/en-in/global-infrastructure/data-residency/ For e.g. within United States geography, we … Continue reading “Finding the Datacenter region / location of the Microsoft Dataverse environment”

Case update after resolution settings in Dynamics 365 Customer Service Hub

With the 2021 Release Wave 1 Update, now we can update resolved and canceled cases through API / Power Automate . https://nishantrana.me/2021/04/20/update-resolved-and-cancelled-cases-incident-without-reopening-reactivating-2021-release-wave-1-dynamics-365/ To set it, we can navigate to Customer Service Hub > Service Management > Service Terms > Service … Continue reading “Case update after resolution settings in Dynamics 365 Customer Service Hub”

Update resolved and cancelled cases (incident) without reopening/reactivating – 2021 Release Wave 1 – Dynamics 365

To update resolved or cancelled cases we had to reopen the case record, update it and then close it back. https://crmfortress.com/2017/02/10/update-resolved-cases-in-dynamics-365/ http://www.kingswaysoft.com/blog/2017/03/31/Dance-with-CRM-Statuses-In-ETL-Project If we try updating case record through web service / Web API, we would get the below error … Continue reading “Update resolved and cancelled cases (incident) without reopening/reactivating – 2021 Release Wave 1 – Dynamics 365”

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How to – improve data migration performance – SSIS & Azure Data Factory (Dataverse / Dynamics 365)


In one of our projects, we were executing SSIS Packages (KingswaySoft’s Dynamics 365 SSIS Integration Toolkit) under Azure-SSIS Integration Runtime in Azure Data Factory.

Check out –

Deploy and run SSIS Package in Azure Data Factory

Deploy and run SSIS Packages that use KingswaySoft’s SSIS Integration Toolkit on Azure Data Factory.

After trying out different combinations, we eventually settled with batch size as 10 and thread as 15.

https://nishantrana.me/2021/06/08/data-migration-optimum-batch-size-and-threads-for-maximum-throughput-microsoft-dataverse-dynamics-365/

Also, we used multiplexing – running the CRM Destination Component under different application users.

To be precise, 4 in our case and we can increase it get further  improvement in the throughput.

And also based on the recommendation of our Microsoft’s Fast Track Architect we raised a Microsoft ticket to increase the number of web servers allocated from 2 to 3.

Below were our findings,

the earlier run was using batch size as 100 and thread as 20 with the number of servers as 2.

On updating the batch size to 10 and thread as 15 and with the number of servers allocated increased to 3, there was a huge performance gain.

Check the table below – 

The above table is sample run in the sandbox environment, during the final run in production we got the number of servers allocated, increased to 6, gaining further improvement.

Also, check out the below blog post to understand about the affinity cookie and its affect on performance, in case if we doing migration using custom code –

https://markcarrington.dev/2021/05/26/improving-bulk-dataverse-performance-with-enableaffinitycookie/

Hope it helps..

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Microsoft Teams Integration with D365 on custom entity


Ajit Patra

To enable Microsoft Teams in D365, Go to Settings –> Administration –> SystemSettings –> General Tab and flip the below highlighted options to Yes.

Once done, we’ll be able to see Collaborate button on the ribbon as shown below.

By default it’ll be enabled on several OOB entities as mentioned here: https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-collaboration#record-types-that-support-microsoft-teams-integration

However, we can also enable it on custom entity programmatically. Below is the screenshot of a custom entity “new_cidproduct” before enabling Teams integration on this entity.

We can use msdyn_SetTeamsDocumentStatusWeb API action to enable/disable Teams integration on a specific entity or a set of entities. Here, I have used my favorite Postman for the demo. Below are the request details:

Method: POST
URL: https://org.crm.dynamics.com/api/data/v9.0/msdyn_SetTeamsDocumentStatus
Body:
{
“Enable”:true,
“LogicalEntityNames”:”[“new_cidproduct”]”
}
Authorization: Configure the token to be passed along with the request.

Below is the screenshot of the request using Postman.

Once done with building…

View original post 62 more words

Troubleshooting OmniChannel Engagement Hub: Setup Issues


Everything D365

I’m a huge fan of the Omni Channel Engagement Hub. You may have gathered this fact if you’ve read previous blogs, seen previous posts or watched me demo the product. I see the Omni Channel Engagement Hub as a game changer – it’s much easier to get up to speed with than it’s counterpart USD (Unified Service Desk) and it has so much more to offer than standard D365 Customer Service. Omni Channel was demoed at the recent Microsoft Business Applications Summit (if you missed it you can catch up on it here) and I hope this will have whet the appetite for more people to start looking into how they can adopt this product.

With that being said, Omnichannel is not perfect, there are some issues which I have faced and numerous people have also faced during their setup and configuration of OmniChannel. To hopefully make the future…

View original post 666 more words

Modern Model App designer (preview) – Dataverse (Dynamics 365)


A new Model App designer (preview) was added to the platform recently.

It follows a page-based authoring approach and resembles the new UCI.

Within the Maker Portal, while create an new Model-Driven App, we can select Modern App designer (preview)

Provide the name and description to the app and click Create.

Click on Play to see how the default app looks like

Now let us add the lead and contact entity and some dashboards to it.

Click on New Page

Select Table based view and form. The other option is Dashboard.

Search and select Lead and Contact and leave it checked – Show in navigation option

This adds the form(s) and view(s) for the table selected.


We can click on form and view and can either let all the forms and views selected by default or can specify specific views and forms.

“No forms have been explicitly selected. All forms will be available by default.”

Similarly, we can add a Dashboard

Here we have selected 2 dashboards and kept the option – Show in navigation checked.

We can update the title of the Dashboards added.

From the navigation menu, we can arrange the components added -i.e. move them up and down and as well remove them.

We can also add new Group and also the Subarea of type either Table or Dashboard.


Save and Publish the change and click on Play.

Our App is ready.

Similarly, we can edit an existing App in the new preview designer.

We can also Switch to classic 

Our Classic App Designer à

Lastly, the Data section in the new designer allows us to edit our entity/ table.

DataSection

Hope it helps..

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Data Migration – Optimum batch size and threads for maximum throughput – Microsoft Dataverse (Dynamics 365)


For one of our projects, we were trying to figure out the optimum batch size and threads while using the CDS/CRM Destination component of KingswaySoft.

https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/destination

Now with Service Protection API limits in place, to get the maximum throughput the first point to consider is User Multiplexing.

Nicely explained here à

https://powerplatform.se/fast-data-management-in-a-limited-cds-world/

We are using the Conditional Split component to divide the load among the different CDS Destination Components which are running under different application users (using different CDS Connection Manager)

In the below data flow, we have 5 different CDS Destination components, each using a different Connection Manager configured using different users.

Here we took 50000 records as a sample for Contact – Create operation with 3 and 5
CDS Destination Component.

Below were our findings à

As suggested in the article, batch size as 10 and thread as 16 seem to give the best performance.

The trick is here to use as many threads as possible running under different users.

The CDS Destination component of KingswaySoft handles the server-side throttling automatically, it will follow the instruction and wait before trying again the same request.

On trying with 500 as the batch size, we got the error.

[Dynamics CRM Destination [18]] Error: An error occurred with the following error message: KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: The operation has timed out (Error Type / Reason: Timeout, Detailed Message: The operation has timed out) (SSIS Integration Toolkit for Microsoft Dynamics 365, v20.2.0.3083 – DtsDebugHost, 15.0.2000.128)KingswaySoft.IntegrationToolkit.DynamicsCrm.WebAPI.WebApiServiceException : The operation has timed out (Error Type / Reason: Timeout, Detailed Message: The operation has timed out)System.Net.WebException (Status Reason: Timeout): The operation has timed out”.

So basically try out the different combinations to get the maximum throughput.

Also check à

https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/destination

I think below will still be relevant but for CRM On-Premise

https://nishantrana.me/2018/12/19/optimum-batch-size-and-thread-while-deleting-records-using-ssis-integration-toolkit-for-microsoft-dynamics-365/

Batch Size and Copy of Paralleism for Azure Data Factory and Microsoft Dataverse

https://nishantrana.me/2021/05/25/write-batch-size-data-integration-unit-and-degree-of-copy-parallelism-in-azure-data-factory-for-dynamics-crm-365-dataset/

More articles on KingswaySoft and Dynamics 365 / Dataverse

https://nishantrana.me/2018/11/26/ssis-and-microsoft-dynamics-365/

Hope it helps..

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Posts on Omnichannel for Customer Service (Dynamics 365)


Agent scripts in Omnichannel and Customer Service Workspace – Dynamics 365

Agent scripts are available within the Productivity pane in the Customer Service workspace and Omnichannel for the Customer Service app. Agent scripts contains series of steps that will guide the agents while working, helping them to be more efficient. More on Customer Service Workspace – https://nishantrana.me/2020/08/13/new-customer-service-workspace-app-preview-in-dynamics-365-2020-release-wave-2/ Omnichannel for Customer … Continue reading “Agent scripts in Omnichannel and Customer Service Workspace – Dynamics 365”

by Nishant Rana

Setup WhatsApp Channel (Preview) in Omnichannel for Customer Service

In the previous post, we provisioned the Omnichannel for Customer Service and had configured the Chat channel. Posts on Omnichannel for Customer Service (Dynamics 365) In this post, we’d see how to set up the WhatsApp channel (preview) Within the Omnichannel Administration app, navigate to Channels à WhatsApp and … Continue reading “Setup WhatsApp Channel (Preview) in Omnichannel for Customer Service”

by Nishant Rana
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