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Environment Variable referencing Azure Key Vault secrets (Dataverse / Power Platform)

Check out the below articles – https://docs.microsoft.com/en-us/power-apps/maker/data-platform/environmentvariables#use-azure-key-vault-secrets-preview Within plugin – https://itmustbecode.com/azure-key-vault-secrets-in-dataverse/ Within Power Automate – https://www.msautomate.com/2022/06/16/azure-keyvault-and-power-automate/ https://powerapps.microsoft.com/en-us/blog/how-to-use-environment-variables-with-akv-secrets-in-the-ci-cd-pipeline-when-deploying-applications/ https://blog.yannickreekmans.be/environment-variable-secrets-azure-key-vault-improvement/

Fixed – Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component in Unified Routing (Dynamics 365)

Recently while trying to enable Unified Routing on Lead table/ entity we got the below error. “Unable to add record type … Continue reading “Fixed – Unable to add record type ‘Lead’. It is invalid to create component msdyn_decisioncontract with the same export value as an existing component in Unified Routing (Dynamics 365)”

Fixed – Flow client error returned with status code “Forbidden” and details – MissingAdequateQuotaPolicy, the user does not have a service plan adequate for the non-Standard connection in Power Automate

Recently one of the users reported this error while trying to Test a flow. Request to XRM API failed with error: … Continue reading “Fixed – Flow client error returned with status code “Forbidden” and details – MissingAdequateQuotaPolicy, the user does not have a service plan adequate for the non-Standard connection in Power Automate”

Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate

Recently while using Delay until property of the trigger, in one of the flows, we got the below error “Unable to … Continue reading “Fixed – Unable to process template language expressions for trigger. In the template language function ‘convertToUtc’, the value provided for the time zone id ‘Gulf Standard Time’ was not valid while using Delay Until property– Power Automate”

Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)

While testing a cloud flow in Power Automate, for one of the actions, we got the below error Unable to process … Continue reading “Fixed – Invalid template. Unable to process template language expressions in action. Template language expression cannot be evaluated: the template action is not defined in the current scope (Power Automate)”

Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse

Recently while configuring Azure Synapse Link for Dataverse, for exporting data to Azure Data Lake we got the below error – … Continue reading “Fixed – Authorization failed. The client with object id does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subcriptions’ while configuring Azure Synapse Link for Dataverse”

Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial

Recently while creating a Dynamics 365 Trial, https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/, we were getting the below error, during the verification step “Sorry, we need … Continue reading “Fixed – Sorry, we need additional information to verify your identity. Please Contact Support error while creating Dynamics 365 Trial”

Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help

Recently one of the users, while accessing a few of the System User’s views, was getting the below error. You do … Continue reading “Fixed – You do not have prvReadmsdyn_personasecurityrolemapping permission to access Persona Security Role Mapping records. Contact your Microsoft Dynamics 365 administrator for help”

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How to – Provision / Setup Omnichannel for Customer Service trial – Dynamics 365


In this post, we’d start by creating a trial of Dynamics 365 Customer
Service.

Navigate to – https://dynamics.microsoft.com/en-us/customer-service/overview/

And select Try for free

Enter your email details and follow the steps.

In a few mins, the trial will be ready.

Clicking on Launch Trial opens the Customer Service Workspace app.

Below are the other apps we can see installed as part of the Customer Service Trial, including the Omnichannel Admin Center and Omnichannel for Customer Service along with the Customer Service admin center app.


Opening the Omnichannel Admin Center app allows us to configure the Chat Demo.

In a few seconds, the demo will be configured.

Clicking on the Open agent app opens the Omnichannel  for Customer Service App.

Click on Let’s Chat! widget to start the chat.

Opening the Let’s Chat widget sends the notification to the agent as shown below.

Clicking on Accept in the notification starts a new session.

It also starts the conversation.

The agent can click on End or the customer can close the Chat Widget to end the conversation

The End button is grayed out and the customer gets the message as Agent has ended the conversation.

As we can see, we have the working Omnichannel trial environment ready for us to try out different channels/features, etc.

In Power Platform Admin Center, if we check inside Resources >> Dynamics 365 Apps for the Customer Service Trial we can see the Omnichannel Apps installed.

Interestingly if we navigate to Resources >> Dynamics 365 apps and check the Omnichannel for Customer Service app we see the status Not configured.

Clicking on the Manage option, opens the dialog box, informing us that it will navigate us to Dynamics 365 apps admin page.

In our case it kept us asking to sign in, instead of taking us to the admin page.

So next we tried Providing the data access consent as mentioned in the MS Docs.

https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#provide-data-access-consent

For which we got the below error.

As it failed, we tried the same after assigning the Power BI (free) license to the admin user. (The user should also have Microsoft 365 Global Admin roles along with System Administrator in the env.)

https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#prerequisites

And it worked this time.

This time clicking on Manage for the Omnichannel for Customer Service, took us to the Dynamics 365 Admin page.

Inside Dynamics 365 Administration Center we can manage the environments in which we want to install or remove the Omnichannel as well as different channels inside it.

From the Admin Center, we managed to upgrade the Omnichannel in the Customer Service Trial environment and also configure it in another sandbox environment.

Interestingly even after the update/setup was completed

the status of Omnichannel for Customer Service on the Dynamics 365 Page was “Not configured”, which could be some bug or something as mentioned in the MS Docs.

https://learn.microsoft.com/en-us/dynamics365/customer-service/omnichannel-provision-license#set-up-omnichannel-for-customer-service-

“You can safely ignore the status”

So in our case, when we had configured the Customer Service Trial, the Omnichannel was already configured in that environment as we saw earlier. We were mainly facing issues to access the Dynamics 365 Administration Center, which got resolved after assigning the Power BI License to the admin user followed by giving the required consent.

Kindly refer to the below links to learn about Omnichannel in in-depth

https://neilparkhurst.com/2022/08/11/omnichannel-for-customer-service-collection-2/

https://thecrm.ninja/omnichannel-for-dynamics-365/

https://www.youtube.com/watch?v=WM2JLGNPzT8

Hope this helps..

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How to – Connect to Exchange Online to get mailbox details (PowerShell)


Recently we were trying to figure out a few details about the user’s mailbox.

To get the details –

Open Windows PowerShell with the “Run as Administrator” option.

  • Install the Exchange Online Module – Install-Module -Name ExchangeOnlineManagement
  • Import the Exchange Online Module cmdlets – Import-Module ExchangeOnlineManagement
  • Connect to Exchange Online using the administrator account – Connect-ExchangeOnline

  • To get a summary of the all mailboxes in the organization – Get-Mailbox -ResultSize unlimited

  • To get specific mailbox details – Get-Mailbox -Identity “user1@2022rw1.onmicrosoft.com”

  • To get the complete detail of a mailbox – Get-Mailbox -Identity user1@2022RW1.onmicrosoft.com | Format-List

Get all the details here – https://learn.microsoft.com/en-us/powershell/module/exchange/get-mailbox?view=exchange-ps

Hope it helps..

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{Hidden Gem}Understanding Server Side sync Performance Dashboard


MSDYNAMICSBLOG BY DEEPESH

In my previous post, I shared Step by Step guide to configure Server side sync:

{Step by Step} Set up server side sync with CRM 2015 Update 1 Online and Office 365

This post is a logical extension to analyse Server side Sync performance using out of box tools.

Lot of times, People report issues on Server side synchronization for one particular mailbox or set of mailboxes.

First thing, in such scenarios should be to check out of box available Server side performance dashboard:

clip_image002

The first screen gives useful information on the mailboxes with hyperlinks, clicking them can directly take you to the intended mailboxes:

clip_image003

The second graph describes Mailbox processing history with Success/Failiures:

clip_image004

Third graph points to processing times:

clip_image005

Error codes (Top 5 are displayed) in the fourth graph:

clip_image006

CRM Items waiting to be traced can be found in fifth graph:

clip_image007

Last graph displays items processed or failed:

clip_image008

Hope…

View original post 14 more words

Improve fetch xml performance by using latematerialize option.


Passion Dynamics

If you have been working on dynamics projects, I bet fetch xml is your best friend as it’s really an easiest way to query and execute in order to get required results. Along with that, constructing it in advanced find is super easy too.

Don’t forget about amazing XRM toolboxes which helps you creating even complex fetch xml queries.

It all sounds fun and easy till your fetch XML becomes really heavy with so many joins or you have a requirement where you need to make many joins.

A Quick tip!

You can have a maximum of 10 joins in fetch xml for dynamics CE.

You will notice that retrieval from dynamics is getting slower and slower as fetch xml becomes complicated. I have faced something similar multiple times. What I did?

well, there are multiple options one of which I want to cover today as using this option, there…

View original post 134 more words

How to – Clone a record in Dataverse / Dynamics 365 (C#)


Here we will be cloning the below contact record –

For it, we can make use Clone method of EntityExtensions class

If we run the below code, we will get the “Cannot insert duplicate key” exception.

Because we need to set the ID for the newly cloned record to either empty or a new GUID.

Also, we need to remove the contactid attribute or entity’s id field else we will get the below exception – “Entity Id must be the same as the value set in property bag

Also if we are retrieving all the attributes we need to make sure we remove those attribute which can cause below unique constraint errors.

Sql error: The operation attempted to insert a duplicate value for an attribute with a unique constraint. CRM ErrorCode: -2147012606 Sql ErrorCode: -2146232060 Sql Number: 2627

In case of contact, we had to remove the address id attributes, to get the record cloned.

Now let us clone the same contact record with its related leads.

  • Here first we need to retrieve contact along with its associated lead record.
  • Then remove the id attribute that could duplicate issues in the child lead records also.

Please refer the helpful posts –

https://debajmecrm.com/clone-record-dynamics-crm-clone-method/

https://www.inogic.com/blog/2014/08/clone-records-in-dynamics-crm/

https://dyncrmexp.com/2017/10/24/retrieve-primary-entities-along-with-related-entities-with-one-queryexpression/comment-page-1/

https://dynamict.eu/2016/08/09/create-record-with-related-records-in-a-single-request-using-c/

Hope it helps..

 // related lead records of contact
                    QueryExpression query = new QueryExpression("lead");                    
                    query.ColumnSet = new ColumnSet(true);

                    // contact and lead - 1 - n relationship
                    Relationship relationship = new Relationship("lead_parent_contact");
                    relationship.PrimaryEntityRole = EntityRole.Referenced;

                    RelationshipQueryCollection relatedEntity = new RelationshipQueryCollection();
                    relatedEntity.Add(relationship, query);

                    RetrieveRequest request = new RetrieveRequest();
                    request.RelatedEntitiesQuery = relatedEntity;
                    request.ColumnSet = new ColumnSet(true);
                    request.Target = new EntityReference("contact", new Guid("ca0aa844-57c6-ec11-a7b6-00224826af1e"));

                    RetrieveResponse response = (RetrieveResponse)svc.Execute(request);
                    var contactToBeCloned = response.Entity;                   
                    var clonedContact = contactToBeCloned.Clone(true);

                    // remove attribute that can cause error from main entity             
                    clonedContact.Id = Guid.NewGuid();
                    clonedContact.Attributes.Remove("contactid");                    
                    clonedContact.Attributes.Remove("address1_addressid");
                    clonedContact.Attributes.Remove("address2_addressid");
                    clonedContact.Attributes.Remove("address3_addressid");

                    // remove attribute that can cause error from child / related entities
                    foreach (var relatedEntities in clonedContact.RelatedEntities)
                    {
                        foreach(var leadEntity in relatedEntities.Value.Entities)
                        {
                            leadEntity.Id = Guid.NewGuid();
                            leadEntity.Attributes.Remove("leadid");
                            leadEntity.Attributes.Remove("address1_addressid");
                            leadEntity.Attributes.Remove("address2_addressid");
                        }
                    }
                    svc.Create(clonedContact);
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How to –Upload files to File Column / Attribute in SSIS from Azure Blog Storage – KingswaySoft (Dynamics 365 / CRM)


Below are a few ways we can upload files to the File Column type field using KingswaySoft’ s Integration Toolkit and Premium Flat File Source and Premium Derived column which are part of the SSIS Productivity Pack of KingswaySoft

https://nishantrana.me/2022/03/17/how-to-upload-files-from-file-column-attribute-using-ssis-kingswaysoft-dynamics-365-crm/

Using the Import columnhttps://nishantrana.me/2022/08/10/how-to-upload-files-to-file-column-attribute-using-ssis-kingswaysoft-and-import-column-dynamics-365-crm/

Using the Script Componenthttps://nishantrana.me/2022/08/09/how-to-use-script-component-to-upload-files-to-file-column-attribute-in-ssis-kingswaysoft-dynamics-365-crm/

Here instead of uploading the files from the local drive, we will be uploading the files stored in the Azure Blob Storage to the corresponding contact records inside CRM.

Below is our Blob Container – here to make things simple we have the mobile number of the contact records used as the pdf file name uploaded, and which will be used for updating the contact records.

The contact records in CRM

Below is how our package looks like

Here we have specified the Item Selection Mode as Recursive (File Only) to make sure it picks the files only and not the folder.

Within the Derived Column, we are replacing the pdf extension from the file name i.e. mobile number, and using it to find the contact records and update them.

Finally, in the CDS / CRM Destination Component, we are performing an upsert using the dervied Mobile Phone Formatted derived column as a match.

The mapping –

Let us now run the package.

Let us now open the records and check.

As expected we can see the file uploaded.

Thanks to Venkata for this solution https://www.linkedin.com/in/venkata-satya-kumar-nagumalli-77923972

Also, check out –

To extract attachments from notes-https://nishantrana.me/2021/02/10/extracting-attachments-from-notes-in-dynamics-365-dataverse/

To download files using Download Block Requesthttps://nishantrana.me/2022/03/14/how-to-download-file-from-file-column-using-initializefileblocksdownload-and-downloadblock-request-dynamics-365-crm-dataverse/

To upload files using Upload Block Requesthttps://nishantrana.me/2022/03/15/how-to-upload-file-to-file-column-using-initializefileblocksupload-and-uploadblock-request-dynamics-365-crm/

Understand File and Image Data Typehttps://nishantrana.me/2021/10/01/using-file-and-image-data-type-in-dataverse-dynamics-365/

Try out the wonderful, feature-rich, and powerful SSIS Integration Toolkit for Dynamics 365 by KingswaySofthttps://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download

Check other articles on SSIS plus CRM – https://nishantrana.me/2018/11/26/ssis-and-microsoft-dynamics-365/

Hope it helps..

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