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Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse

We can use ExecuteWorkflowAction in the CDS/CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 to execute workflow and custom action. If there is no Destination Entity defined (left blank), Workflow/Action options will list down all the global … Continue reading “Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse”

Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval

Recently we were getting the below error for one of our Flows. BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’. Everything seemed right. Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security … Continue reading “Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval”

Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365

Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/)  through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is … Continue reading “Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365”

Fixed – ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the organization’.

We would get the below error while using Approvals in Power Automate “BadRequest. The request failed. Error code: ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the organization’” This error occurs if we are trying to send the … Continue reading “Fixed – ‘InvalidApprovalCreateRequestAssignedToNoValidUsers’. Error Message: ‘Required field ‘assignedTo’ contained no valid users in the organization’.”

Dual-write – Step by Step guide

Originally posted on Prem's Dynamics 365 Blog:
Dual-write is an out-of-box infrastructure that provides near-real-time interaction between model-driven apps in Microsoft Dynamics 365 and Finance and Operations apps. When data about customers, products, people, and operations flows beyond application boundaries,…

Route Case (routecase) attribute and msdyn_ApplyRoutingRuleEntityRecord Action in Dynamics 365 Customer Service

The case entity/table in Dynamics 365 CE has a Boolean type field named Route Case. It has a default value as Yes. On manually creating the record from the user interface, although Route Case shows the default value as Yes … Continue reading “Route Case (routecase) attribute and msdyn_ApplyRoutingRuleEntityRecord Action in Dynamics 365 Customer Service”

Fixed – Error code: ‘UserNotMemberOfCdsSecurityGroup’. Error Message: ‘The user ‘xyz’ cannot be created in Microsoft Dataverse because the account is not a member of group ‘abc’

We would get this error within Power Automate Approval Flow if we are using Security Group to control access to Dynamics 365 Environment and are sending Approval to a user who is not a member of that security group. Below … Continue reading “Fixed – Error code: ‘UserNotMemberOfCdsSecurityGroup’. Error Message: ‘The user ‘xyz’ cannot be created in Microsoft Dataverse because the account is not a member of group ‘abc’”

Using DataSourceInfo and RecordInfo function for checking permissions for a Dataverse table or record in Canvas App

DataSourceInfo function can be used to check the Table / Entity level permission. We can check for Create, Read, Edit, and Delete Permission and can disable, hide and show the corresponding create, edit and delete buttons for the users. DataSourceInfo.CreatePermission … Continue reading “Using DataSourceInfo and RecordInfo function for checking permissions for a Dataverse table or record in Canvas App”

Remote Server returned ‘550 5.7.708 Service unavailable. Access denied, traffic not accepted from this IP – using Send Email with Option in Power Automate

While trying to send an email using Send an email with options action in Power Automate to my email id from a trial account, got the access denied error message. Check out the wonderful post on sending Approval Emails to … Continue reading “Remote Server returned ‘550 5.7.708 Service unavailable. Access denied, traffic not accepted from this IP – using Send Email with Option in Power Automate”

Using File and Image Data Type in Dataverse (Dynamics 365)

File Data Type was introduced somewhere around late 2019. At that time, it was only available for Canvas App and Power Automate / Flow, and with subsequent updates, it was then added for Model Driven App as well. https://powerapps.microsoft.com/en-us/blog/introducing-improvements-to-data-storage-in-common-data-services/ The … Continue reading “Using File and Image Data Type in Dataverse (Dynamics 365)”

Delete the current (active) partition in Audit – Dynamics 365

We recently exceeded log storage capacity for our Power Platform environment We can check the same at Resources >> Capacity inside the Power Platform admin center. One of the sandbox environments had the most Log Usage https://docs.microsoft.com/en-gb/power-platform/admin/legacy-capacity-storage#capacity-page-details We deleted the … Continue reading “Delete the current (active) partition in Audit – Dynamics 365”

Audit Entity / Table – Few key points (Dynamics 365 / Power Apps)

In the earlier post we looked at different ways of extracting Audit History data. Extract Audit History –https://nishantrana.me/2021/05/17/how-to-export-the-audit-history-values-from-dynamics-365/ We can use Microsoft 365 Security and Compliance Center for the same, though it is limited to the Production environment only. https://docs.microsoft.com/en-us/power-platform/admin/enable-use-comprehensive-auditing#requirementsContinue reading “Audit Entity / Table – Few key points (Dynamics 365 / Power Apps)”

https://acloudguru.com/blog/engineering/a-visual-guide-to-azure-data-factory

How to – Export Dataverse (Dynamics 365) data to Azure SQL using Azure Data Factory pipeline template

[Visual Guide to Azure Data Factory – https://acloudguru.com/blog/engineering/a-visual-guide-to-azure-data-factory%5D Using the new Azure Data Factory pipeline template – Copy Dataverse data from Azure Data Lake to Azure SQL – we can now easily export the Dataverse data to Azure SQL Database. … Continue reading “How to – Export Dataverse (Dynamics 365) data to Azure SQL using Azure Data Factory pipeline template”

Wave 2 Gives a New Look to Views

Originally posted on KKIT365:
Remember the time you needed to add a column to a view but were worried about spoiling the layering of the solutions so ended up using the Advance find to edit columns and create a personal…

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Dynamics CRM: Proving Auto Number Data Type Is Legit!


Temmy Wahyu Raharjo

I just saw Nishant Rana’s post about the auto-number data type that you can check here. And to be honest, I just knew about it and felt intrigued to test it. My expectation was pretty low about this data type (to handle lots of requests and result to duplicate numbers in the end). TL;DR (Too Long; Didn’t Read), IT’S NOT!

For the testing purpose, I created the below Table with auto-number attribute with the name new_autonumber:

new_test and the auto-number attribute

You can create the auto-number attribute, usingAuto Number Manager by Jonas Rapp (XrmToolbox Tool)/via new Solution UI (I’m using XrmToolbox):

Auto Number Manager by Jonas Rapp

For generating the entities inside the c# code, I used the below code:

using System; using System.Collections.Generic; using System.Threading.Tasks; using System.Web.Configuration; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Tooling.Connector; namespace CrmCheck { class Program { static void Main(string[] args) { var connectionString = WebConfigurationManager.AppSettings["connectionString"]…

View original post 154 more words

Use ExecuteWorkflowAction to call Action and Workflow in CDS Destination KingswaySoft – Dynamics 365 / Dataverse


We can use ExecuteWorkflowAction in the CDS/CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 to execute workflow and custom action.

If there is no Destination Entity defined (left blank), Workflow/Action options will list down all the global action available


On selecting a specific entity/table e.g. lead entity, it is listing down the actions tied to the lead entity and the on-demand workflows created for the lead.

Here new_TestLeadAction is a custom action and Test Lead Workflow On-Demand is an On-Demand Workflow.


Suppose we have the following input and output parameters defined in the custom action.


Within the CRM Destination Component, we can see the input fields listed for mapping along with the LeadId field where it expects the GUID of the lead record to be passed, against which action has to be executed.


Let us create a custom Global Action – Test Global Action and see if it is listed there or not.


We can see the custom global action listed when there is no destination entity selected as we saw earlier.

However, we also get the error that the Entity as input argument is not supported.


We get the same error for the input parameter of type Entity Collection.


For Entity Reference input it works properly and expects Entity Ref and Entity Ref Type to be passed.

We have removed the input parameter of type Entity and Entity Collection and added an output parameter named SampleOutput.

Surprisingly within our SSIS package, we could not figure out to get the output parameter’s value back from the Action.


We asked KingswaySoft Technical Support (support@kingswaysoft.com), and as usual, within a couple of hours the experts there were able to confirm our understanding that output parameters are not supported in the CDS Destination component for now.

Check other posts on KingswaySoft and Dynamics 365 / CRM https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/

Hope it helps.

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Set Auto Number field value conditionally in Dynamics 365 / Dataverse


Recently we had a requirement to use auto numbers for lead records.

However, based on where the lead records are being created from, we wanted to specify a different prefix to it.

For leads created manually, the format should be prefixed “L” followed by “– “and then 10 digit sequence number.

L-{SEQNUM:10}

And if created through API the prefix should be B.

B-{SEQNUM:10}

To achieve this, we can define an auto-number field with the following format.


Next, we can have a bool field (default – false) in the lead table, to identify if it is being created from the API, which we can set while creating the lead record through API.

And a Pre Create Plugin on Lead to check the value of that field.

If it is set (true), that we can replace the Prefix from L to B in the auto-number field within the context.

In the Pre Create plugin, we get the next sequence in the auto-number field, so simply replacing/setting the value of the auto numbering field did the trick.

Lead created through Web Application –

Lead created through API –

Here uniqueness was more important than the next sequence of the lead record so this solution worked.

Also check –

https://jonasr.app/2020/03/anm-unique-seq/

https://nishantrana.me/2021/11/09/few-key-points-auto-number-field-in-dataverse-dynamics-365-ce-crm/

Hope it helps..

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Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval


Recently we were getting the below error for one of our Flows.

BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’.

Everything seemed right.

Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security role.

Provide – Read Access to System Job inside Customization tab.

Before

After

This time our flow worked smoothly.

Hope it helps..

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Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365


Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/)  through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is triggered for the lookups.

  • Minimum number of characters to trigger typeahead search – Default (2)
  • Delay between character inputs that will trigger a search – Default (250ms)

Here we have updated the value to 5 and 5000 respectively for our testing.

The result –

Lookup Behaviour

After 5 characters are entered, it waits for 5 seconds before searching (loading..)

Also check –

https://nishantrana.me/2021/06/22/advanced-lookup-in-model-driven-power-apps-dynamics-365/

https://docs.microsoft.com/en-us/power-platform/admin/settings-behavior

Hope it helps ..

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