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Replicate / Export Dynamics 365 (CDS) data – different options

The most common use case to export Dynamics 365 or Common Data Service data to an external database/datastore is to have more control over the data (without going through API route) with the ability to run analytics such as Power BI Reporting, Machine Learning, Data Warehousing, Integration, etc. For analytics, we can also use our … Continue reading “Replicate / Export Dynamics 365 (CDS) data – different options”

What are the Different Ways to connect from Azure to On-Premise SQL Server?

Originally posted on Microsoft Azure Articles..:
Here I would like to list down the different ways to connect from Azure to On-Premise SQL Server. VPN We can create a site-to-site VPN for connecting from Azure to On-Premise.  Here the VPN device on Azure takes care of transmitting the request to the On-Premise network. https://docs.microsoft.com/en-us/office365/enterprise/connect-an-on-premises-network-to-a-microsoft-azure-virtual-network Azure…

Using KingswaySoft Azure Blob Storage component with Dynamics 365

KingswaySoft provides 3 components specific to Azure Blog Storage Azure Blob Connection Manager Azure Blob Storage Source Azure Blob Storage Destination Check other blog posts on SSIS https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ Let us take a simple example where we are extracting \ reading contact data from Dynamics 365 \ CDS and saving it as a text file in … Continue reading “Using KingswaySoft Azure Blob Storage component with Dynamics 365”

Connect to Dynamics 365 through Script Component – SSIS

For complex data migration requirements, usually we’d be using 3rd party tools like KingswaySoft or Scribe, or Informatica as they already have components (connection, transformation, source, destination etc.) built for Dynamics 365 instead of building our own. Check other posts on data migration https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ https://nishantrana.me/2020/05/19/data-migration-in-dynamics-365-key-considerations/ For some simple / basic requirements instead of using 3rd … Continue reading “Connect to Dynamics 365 through Script Component – SSIS”

Fixed – Unable to Login to Dynamics CRM or An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail

We might get below error while trying to consume Organization Service through the client application Unable to Login to Dynamics CRM An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail. Chances are the Security Defaults are enabled on the account you are … Continue reading “Fixed – Unable to Login to Dynamics CRM or An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail”

Fixed – There was an error calculating dependency for this component. Missing component id error while trying to import a solution in Dynamics 365

We got the below error while trying to import the solution. The error indicates that either the component with the specified GUID in the error message is either missing in the solution or is missing in the target environment. Search for the GUID either in the customization.xml or solutions.xml to find the component. Add the … Continue reading “Fixed – There was an error calculating dependency for this component. Missing component id error while trying to import a solution in Dynamics 365”

Object reference not set to an instance of an object error while calling an Action in Dynamics 365

Recently in one of our JavaScripts which was calling an action (with a plugin registered to it) was giving us the below error. We had a plugin registered on the call of that action, which in turn was calling an external service. We figured out the probable cause of this error (related to certificates) and … Continue reading “Object reference not set to an instance of an object error while calling an Action in Dynamics 365”

Fixed – Column names in each table must be unique. Column name ‘x’ in table ‘y’ is specified more than once while importing solution in Dynamics 365

Recently while trying to import the solution we got the below error. Below was the outcome of our analysis The column or the field referred to in the error message was not available in the CRM application i.e. customizations – default solution was not having this attribute. The column was only available in the base … Continue reading “Fixed – Column names in each table must be unique. Column name ‘x’ in table ‘y’ is specified more than once while importing solution in Dynamics 365”

Pause and resume enhancements in SLA in Dynamics 365 – 2020 Release Wave 2

The way we currently configure Pause and Resume for an SLA is by setting the Allow Pause and Resume field to Allow. And within the Service Tab of System Settings, we can define the status values on which the SLA calculation should get paused at the entity level. So basically, the SLA will be paused … Continue reading “Pause and resume enhancements in SLA in Dynamics 365 – 2020 Release Wave 2”

PowerAutomate: Perform “Group By” operation on Data

Originally posted on Ajit Patra:
In this post, we’ll see how we can perform aggregate function on data such as Sum or Count using PowerAutomate. Unlike LINQ in C# or SQL, it’s not very straight forward to do using PowerAutomate for which I thought of sharing the approach we had taken. Recently, we got a…

Error – Please unblock each locked file or unlock XrmToolBox.zip before extracting its content

We were getting the below error while trying to run the XrmToolBox. “One reason can be that at least one file is locked by Windows. Please unblock each locked files or unlock XrmToolBox.zip before extracting its content” The resolution in our case was to reset the XrmToolBox installation i.e. deleting the content of C:\users\appData\[loginname]\roaming\MsCrmTools\XrmToolBox Get … Continue reading “Error – Please unblock each locked file or unlock XrmToolBox.zip before extracting its content”

Azure Architecture and Management – Introduction

Below are few key points on Azure architecture and management Check availability of Azure products region-wise https://azure.microsoft.com/en-us/global-infrastructure/services/ Below we have filtered it to see products available in UAE We can also filter it further if we are looking for a specific product or service. We can refer to the Data residency document to see where … Continue reading “Azure Architecture and Management – Introduction”

Displaying SharePoint RichText field as HTML interpreted in SSRS

Originally posted on HowCanIHelpYou?:
SSRS Reports have a placeholder property HTML – Interpret HTML tags as styles. That property allows you to use HTML tags while displaying report. We have to face the problem when we want to display SharePoint`s RichText field content is SSRS Report. RichText field may contain some characters that are stored different in SharePoint…

Microsoft Azure / Cloud Computing – Introduction

Cloud Computing enables companies to consume a complete resource – such as virtual machine, storage, or an application as a utility – just like electricity – rather than having to build and maintain computing infrastructure in-house. Cloud provider provides the cloud infrastructure which is shared across multiple clients. Clients can select which service to use … Continue reading “Microsoft Azure / Cloud Computing – Introduction”

Use custom browser protocol to launch desktop applications from Dynamics 365

Recently we had a requirement to launch a .NET desktop application installed in the user’s machine from within Dynamics 365 and also pass parameters to it. One of the ways of implementing is by using the Custom URL Protocol. Modern browsers and operating systems allow us to implement a custom URL protocol and register an … Continue reading “Use custom browser protocol to launch desktop applications from Dynamics 365”

App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2

Below are some of the updates in the product as part of 2020 Release Wave 2. To switch between the Dynamics 365 Apps, we need to click on down arrow icon next to Dynamics 365. With 2020 Release Wave 2, we can click on the app name i.e. which opens up the pop-up windows listing … Continue reading “App Switcher, Back option and other changes in Dynamics 365 – 2020 Release Wave 2”

Queue Item details change in Dynamics 365 – 2020 Release Wave 2

Queue Item details for a Queue Item earlier used to open in a new window. Thus losing the context 2020 Release Wave 2 provides an immersive experience for the agents, as the queue item details open in the context of the parent window. Small but nice update for the agents. Check other blog posts on Release … Continue reading “Queue Item details change in Dynamics 365 – 2020 Release Wave 2”

Using SQL Server Management Studio to deploy and run SSIS package in Azure Data Factory

In our previous post, we created the SSIS Catalog (SSISDB) in Azure and deployed the SSIS package using SSDT. Supported version for SSDT – SQL Server Data Tools to deploy SSIS package to Azure. For Visual Studio 2017, version 15.3 or later. For Visual Studio 2015, version 17.2 or later. In this post, we’d use … Continue reading “Using SQL Server Management Studio to deploy and run SSIS package in Azure Data Factory”

Deploy and run SSIS Integration Toolkit for Dynamics 365 on Azure Data Lake (KingswaySoft)

In the previous post, we saw how to deploy and run SSIS packages on the cloud. Here we take it one step further and will deploy and run the SSIS packages that use KingswaySoft’ s SSIS Integration Toolkit components. Here we will need an Azure Subscription, where we will host the SSISDB, followed by provisioning … Continue reading “Deploy and run SSIS Integration Toolkit for Dynamics 365 on Azure Data Lake (KingswaySoft)”

D365 CE: Get Logged in User’s Security Roles using JavaScript

Originally posted on Ajit Patra:
Many times we come across requirements such as show/hide ribbon buttons based on logged in user’s security role. Earlier, we used to get security roles of logged in user at client side using Xrm.Utility.getGlobalContext().userSettings.securityRoles which used to return array of GUID value of each security role. Now that it’s deprecated,…

Use Azure Data Factory V2 to load data into Dynamics 365

Let us take a simple example where we will set up an Azure Data Factory instance and use Copy data activity to move data from the Azure SQL database to Dynamics 365. Login to Azure Portal. https://portal.azure.com Search for Data factories Create a new data factory instance Once the deployment is successful, click on Go … Continue reading “Use Azure Data Factory V2 to load data into Dynamics 365”

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Replicate / Export Dynamics 365 (CDS) data – different options


The most common use case to export Dynamics 365 or Common Data Service data to an external database/datastore is to have more control over the data (without going through API route) with the ability to run analytics such as Power BI Reporting, Machine Learning, Data Warehousing, Integration, etc.

For analytics, we can also use our Microsoft Dynamics 365 AI apps that use Dynamics 365 data as a source

https://docs.microsoft.com/en-us/dynamics365/ai/

Below listing down few of the options –

Data Export Service – Configuration

It is a free Add on-service provided by Microsoft for exporting Dynamics 365 or CDS Data to Microsoft Azure SQL Database or Microsoft Azure SQL Server on Microsoft Azure Virtual Machine.

Microsoft recommends Azure SQL Database Premium P1 or a better plan for Data Export Service

https://docs.microsoft.com/en-us/power-platform/admin/replicate-data-microsoft-azure-sql-database

Notes on Data Export Service –

https://nishantrana.me/2018/10/04/my-notes-on-dynamics-365-data-export-service/ 

Export to Data Lake Service – Configuration

The service enables continuous replication of CDS Data to Azure Data Lake Gen 2.

https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/export-to-data-lake

Few posts on Azure Data Lake

https://nishantrana.me/category/azure-data-lake/

Azure Data Factory – GUI based integration tool

Cloud-based integration service.

https://docs.microsoft.com/en-us/azure/data-factory/connector-dynamics-crm-office-365

Check out the informative posts on Azure Data Factory –https://dynamicscrmgirl.wordpress.com/tag/azure-data-factory/

We can also run SSIS Packages on Azure Data Factory

https://nishantrana.me/2020/10/21/posts-on-azure-data-factory/

Scribe Online Replication Services – GUI based integration tool

Cloud-based integration service.

https://nishantrana.me/2019/01/09/using-scribe-online-replication-services-rs-to-replicate-dynamics-ce-data/

Another option is to use Scribe Insight

https://trellispoint.com/quickly-copy-dynamics-365-online-data-to-sql-server-using-scribe-insight/

 

Skyvia’s Data Integration service

 

Informatica

 

Cloud-based integration service.

https://nishantrana.me/2019/11/13/easily-set-up-dynamics-365-ce-crm-replication-incremental-to-azure-sql-sql-on-premise-using-skyvias-data-integration-services/

Another GUI based integration tool that can be considered is Informatica

https://network.informatica.com/cloud/index.htm#page/cloud-microsoft-dynamics-365-for-sales-connector-guide/Introduction_to_Microsoft_Dynamics_365_for_Sales_Connector.html

KingswaySoft Integration Components – SSIS

Leading data integration software – provide SSIS components to integrate applications/databases.

http://www.kingswaysoft.com/blog/2017/04/04/How-to-Retrieve-Incremental-Changes-from-CRM-in-your-ETL-Process

Another SSIS based option is CozyRoc

https://www.cozyroc.com/ssis/dynamics-crm

Or we can use Script Component instead of using 3rd party components/ tool

https://nishantrana.me/2020/10/19/connect-to-dynamics-365-through-script-component-ssis/

More on SSIS and Dynamics 365

https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/

Use SQL to query CDS data (Preview)

The capability to query CDS Data.

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/cds-sql-query

Check out all the articles on CDS T-SQL

https://markcarrington.dev/category/msdyn365/t-sql/

https://nishantrana.me/2020/05/21/setting-up-using-sql-to-query-data-in-dynamics-365-preview/

Query CDS data using Web API / Organization Service – Development

Write a custom tool using Dynamics 365 APIs

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-data-web-api

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/entity-operations

Hope it helps..

Posts on Azure Data Factory


Failed to get response from server error while trying to connect to Dynamics 365 using linked services – Azure Data Factory

Recently, while trying to connect to Dynamics 365 data set through Linked Service we got the below error Seems like a product issue, so the workaround is Opening Azure Data Factory in a new incognito or in-private mode. Or Cancel and do not select the certificate, while testing the connection. Ignoring the certificate fixed the … Continue reading “Failed to get response from server error while trying to connect to Dynamics 365 using linked services – Azure Data Factory”

Azure Data Factory Data Flow vs SQL Stored Procedure Comparison


dynamicscrmgirl

Recently I wrote about using Azure Data Factor (ADF) pipelines to migration test data into a target Dynamics 365 Customer Engagement environment (e.g. here). In this post I used SQL Stored Procedure to transform data. Someone asked me recently when I did not consider no-code ADF dataflow instead? This post explains why….

View original post 1,047 more words

What are the Different Ways to connect from Azure to On-Premise SQL Server?


Microsoft Azure Articles..

Here I would like to list down the different ways to connect from Azure to On-Premise SQL Server.

VPN

We can create a site-to-site VPN for connecting from Azure to On-Premise.  Here the VPN device on Azure takes care of transmitting the request to the On-Premise network.

https://docs.microsoft.com/en-us/office365/enterprise/connect-an-on-premises-network-to-a-microsoft-azure-virtual-network

Azure Data Factory

Azure Data Factory requires running an Integration Runtime service in the On-Premise machine to make the connectivity happen.  It also requires Outbound port opening from On-Premise machine if there is any Outbound connection required back to the Azure SQL.

https://azure.microsoft.com/en-us/services/data-factory/

Azure Hybrid Connections

Hybrid Connections are created within the App Service.

https://docs.microsoft.com/en-us/azure/app-service/app-service-hybrid-connections

https://nishantrana.me/2018/02/19/using-azure-hybrid-connections-to-connect-to-sql-on-prem-database-from-azure-webjob/

Azure Service Bus Relays

Relays create endpoints on the On-Premise application which can be accessed by the Outside World.

Link: https://www.c-sharpcorner.com/article/overview-of-azure-service-bus-relay/

Express Route

Express Route is a highly secured option as it creates a new connectivity other than Public Internet.

https://docs.microsoft.com/en-us/azure/expressroute/expressroute-introduction

On-Premises Data Gateway

If you…

View original post 39 more words

Power Automate: “Set Variable” Action fails inside “Switch” Action


Ajit Patra

Recently, we were working on Power Automate where we were supposed to set a variable for further use based on the value of an option set field in an entity.

We used Switch action and inside Case block we were trying to set the variable as shown below:

While executing the Power Automate, unfortunately, we were getting error: Action ‘Set_Claim_Type_REPW’ failed.

Surprisingly, there was no additional details to the error message for which we spent significant amount of time finding the root cause. We tried to tweak the sequence of Set Variable action and it was working fine. So, we made sure that at least there is nothing wrong with the Set Variable action.

Finding no other way to address this issue, we changed the Switch action to multiple Condition actions which we avoided initially as it’d look messy but ended up accepting that as the workaround.

So, finally our…

View original post 69 more words

Create Segments using Customer Insights and Execute with Dynamics 365 Marketing


Virendra Agrawal's Blog

In my previous posts, I mentioned about how we can leverage Customer Insights build unique customer profiles, create measures / KPI and display the demographics in Dynamics 365 Apps using customer card add-in.

To continue this series of posts on Customer Insights, let’s talk about what we can do with Segments.

This post is about using those unique profiles & KPI to build segments and extend these segments to execute marketing campaigns / customer journeys using Dynamics 365 Marketing.  We’ll target to achieve the following:


View original post 891 more words