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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#requirements … Continue 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…

Solved– No function signature for the function with name ‘contains’ matches the specified arguments in Canvas Apps

We were getting the below error while trying to set the Items property of the Gallery control and were using Filters in the formula. “The requested operation is invalid. Server Response: Sectors failed: No function signature for the function with … Continue reading “Solved– No function signature for the function with name ‘contains’ matches the specified arguments in Canvas Apps”

Update Personal Options / Personalization Settings using UpdateUserSettingsSystemUser Request – Dynamics 365

Recently we had a requirement to update the “Negative Currency Format” – Regional Options for all the users. We could not find this option in our favorite plugin – User Settings Utility. So to programmatically update it we use the … Continue reading “Update Personal Options / Personalization Settings using UpdateUserSettingsSystemUser Request – Dynamics 365”

Interactive login option in CDS/CRM Connection Manager in KingswaySoft Dynamics 365 Integration Toolkit

With the new release, the CDS/CRM connection manager adds a new Interactive Login option in the CDS/CRM Connection Manager for Authentication Type as OAuth. Interactive login allows the user to log in using his account details (to establish the connection … Continue reading “Interactive login option in CDS/CRM Connection Manager in KingswaySoft Dynamics 365 Integration Toolkit”

Enable parent check option during Merge – Dynamics 365

The duplicate detection/merge feature has been optimized in the platform https://nishantrana.me/2020/10/29/improved-duplicate-detection-and-merge-experience-in-dynamics-365-for-sales-2020-release-wave-2/ and now uses the new interface replacing the legacy web client. The legacy experience – The enhanced experience – now with merge option. Merge allows to select up to … Continue reading “Enable parent check option during Merge – Dynamics 365”

Fixed – AuthorizationFailed. The client with object id does not have authorization to perform action ‘’Microsoft.Authorization/roleAssignments/write’ over scope ‘storageaccount’ – Azure Data Lake

While configuring the Azure Synapse Link/ Export to Data Lake service, we were getting below error for one of the users. {“code”:”AuthorizationFailed”,”message”:”The client ‘nishantr@pmaurua105.onmicrosoft.com’ with object id ‘d56d5fbb-0d46-4814-afaa-e429e5f252c8’ does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subscriptions/30ed4d5c-4377-4df1-a341-8f801a7943ad/resourceGroups/RG/providers/Microsoft.Storage/storageAccounts/saazuredatalakecrm/providers/Microsoft.Authorization/roleAssignments/2eb81813-3b38-4b2e-bc14-f649263b5fcf’ or … Continue reading “Fixed – AuthorizationFailed. The client with object id does not have authorization to perform action ‘’Microsoft.Authorization/roleAssignments/write’ over scope ‘storageaccount’ – Azure Data Lake”

Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake

To begin with, here we have already configured the Azure Synapse Link /Export to Data Lake service and have configured Account, Contact and User table for the sync. Check posts on Azure Synapse Link/  Export to Data Lake service: https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/ … Continue reading “Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake”

Secrets of the Dataverse: The Report Wizard

Originally posted on ReadyXRM:
Anyone who has been working with Dynamics CRM/Dynamics 365 at some point likely tried the Report Wizard. The Report Wizard was introduced in Dynamics CRM v4.0 as a way to quickly create ad-hoc reports. A video…

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)”

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Using RIGHT and LEFT string functions in Excel


Just sharing a simple example of using the RIGHT and LEFT functions to extract the required content from a particular column.

E.g. we want to extract the name (FirstName, LastName, Mobile) from the below column in the Excel

Here we can apply RIGHT(text, [num_chars]) function to first remove the characters

<xs:element name=” i.e. 18 characters

And then LEFT(text, [num_chars]) function to remove the remaining

” type=”xs:string”/> i.e. 20 characters

=RIGHT(A1:A3, LEN(A1:A3) -18)


Output –


=LEFT(B1:B3,LEN(B1:B3)-20)


Output –


The LEN(text) function gets the length of the text

Hope this helps..

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Power Platform Tools | Developer Toolkit for Visual Studio 2019


Rajeev Pentyala - Microsoft Power Platform

Power Platform Tools for Visual Studio supports the rapid creation, debugging, and deployment of plug-ins.

You may note that Power Platform Tools for Visual Studio is similar in appearance and function to the Developer Toolkit for Microsoft Dynamics CRM 2013.

While Power Platform Tools for Visual Studio is similar in appearance and function to the Developer Toolkit for Microsoft Dynamics CRM 2013, Power Platform Tools is a new product and completely independent of the Developer Toolkit.

Power Platform Tools is not directly compatible with any templates or projects from the Developer Toolkit and vice versa.

Steps to enable ‘Power Platform Tools’ extension in VS 2019:

  • From the Visual Studio 2019, click on ‘Extensions -> Manage Extensions’.
  • Expand the left navigation panel node Online > Visual Studio Marketplace. Search for “Power Platform Tools”, then click on ‘Download’.

  • Post Download, close all the Visual Studio instances and wait for few seconds…

View original post 112 more words

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#requirements

Then we have Audit History Extractor, and we can also write SSIS Packages as well as Custom Code.

Let us just revisit some of the key points with regards to the Audit entity.

  • Do we have the Audit entity available for Advanced Find? >> No.

  • Do we have it available inside Report Wizard? >> No.

  • Can we write SSRS Report against the Audit entity using the TDS endpoint?

Let us create the Data Source.

Select the authentication as Active Directory Password Authentication for the TDS endpoint.

Enter the database name manually.

The final connection string >>

Data Source=orgnamae.crm.dynamics.com;Initial Catalog=orgname.crm.dynamics.com;Encrypt=True;TrustServerCertificate=False;Authentication=”Active Directory Password”

Within SQL4CDS the following query works

However, the same query doesn’t work inside SSRS.

It will give the below error message >>

“Table audit is not available for reports“

  • Do we have the Audit entity in the Power BI Dataverse connector? >> No

However, we can use the OData endpoint to create the report against the Audit entity.

https://www.365knowledge.com/2019/03/06/dynamics-365-user-access-report-with-fetchxml-and-power-bi/

  • Do we have the Audit entity available in Azure Synapse Link (Export to Data Lake)? >> No

How to set up Azure Synapse Link >>

https://nishantrana.me/2021/06/16/how-to-setup-azure-synapse-link-microsoft-dataverse/

  • Cannot we write a Fetch XML Based SSRS report?

Writing a Fetch XML based-report would be challenging, because of the way information is saved.

Check the below article to understand how the audit table stores the information.

https://mahadeomatre.blogspot.com/2015/02/ms-crm-audit-database-table-details.html

http://makdns.blogspot.com/2014/06/dynamics-crm-audit-entity.html

  • How about SQL Based SSRS Report if we are using SQL – for On-Premise?

Refer to the below article that provides the steps to do so.

http://makdns.blogspot.com/2014/06/dynamic-crm-20112013-audit-report-in.html

Hope it helps..

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DataVerse Quick Tips#2: Trouble Shoot insufficient Permission Message


MG

Have you ever been presented with a weird permission issue but you were unable to really get what is the real permission issue is and wonder why life sometimes is too complicated?

You do not have {0} permissions to access {1} records.

It would be very simple and approachable if you can get to know what is {0} and what is {1}

So to be able to get the details of the error just follow the below sample steps:

  1. Enable Developer tools ->F12.
  2. Reproduce the error.
  3. Go to the Network tab and you will find the details of the error in there and you can actually get the missing permission privilege and entity

Hope this is useful!

View original post

Step by step – LinkedIn Sales Navigator integration with Dynamics 365 Sales


To enable the LinkedIn Sales Navigator Integration with Dynamics 365 Sales, navigate to App Settings >> General Settings >> LinkedIn Integration and click on Enable LinkedIn Integration

We can do the same from System Settings >> Business Management >> LinkedIn Sales Navigator

Click on continue to install the LinkedIn Sales Navigator

LinkedIn Sales Navigator solution will add the LinkedIn Sales Navigator controls to the default forms of Lead, Opportunity, Contact, and Account.

The controls are LinkedIn Sales Navigator Lead control and LinkedIn Sales Navigator Account control along with their corresponding lookup controls.

These controls can be added to any other entity as well.

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator#unified-interface-apps-sales-navigator-controls-for-the-unified-interface

The installation process will start.

The installation should complete in 10-15 minutes.

Click on Go to Configuration, select LinkedIn Sales
Navigator and enable it.

Toggle to Yes and Save the settings above or within the Sales Hub >> App Settings

The installation process has installed the below LinkedIn solutions.

We can see the LinkedIn Sales Navigator tab added to the Lead, Opportunity, Contact, and Account form.

To configure it further click on Sign in as a different
user

Enter your LinkedIn credentials and start the free trial of the Sales Navigator
Team.

After setting up the trial we can see the details populated in the LinkedIn Sales Navigator tab.

The sample contact record –

The sample lead record –

The LinkedIn Controls for member and account profile on the form are bound to Last Name and Company Name fields (single line of text field) inside the Lead form.

Similarly, we have lookup specific LinkedIn control

Here we have added the LinkedIn Lead Lookup Control in Opportunity form for the contact lookup.

The result –

The Match will associate the profile with the record.

Now back in our LinkedIn Sales Navigator, navigate to the Admin page

Click on Connect to CRM to configure the integration.

 

We have selected the Sandbox environment here

Enter the domain name of the Dynamis 365 Sales organization and Log In

Provide the requested permissions

Step 1 of the wizard will provide the details of the connection.

Click on Configure Settings

  • Data Imported from CRM (CRM >> LinkedIn)

We have the option to import/sync Leads, Contacts, and Account records from CRM to LinkedIn Sales Navigator.

 

  • Data exported to CRM (LinkedIn >> CRM)

We can export messages, InMails, calls, and notes from LinkedIn to CRM.

The Sandbox users’ steps require the exact email match between the LinkedIn Account Center user profile and CRM’s user profile.

Advanced Features


Data Validation – https://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/data-validation-dynamics

Log to CRM option gets enabled after we have connected LinkedIn Sales Navigator to CRM

Notes à

Messages à

Back in the timeline, inside the contact record, we can see them added to the timelines.

We can also send InMail messages to the contact

Back inside our LinkedIn Member Profile, we can message and connect with the profile populated from within the Contact form.

Sample Account Record shows the News and Recommended Leads

News à

Here we saw the basic steps we need to perform to integrate Dynamics 365 Sales with LinkedIn Sales Navigator and the features provided.

To sum up –

  • LinkedIn Controls will be added to Dynamics 365  Sales for Member profile, Account Profile and InMail.
  • We can import Leads, Contacts, and Account records from CRM to LinkedIn 
  • We can export messages, InMails, calls, and notes from LinkedIn to CRM.

Get all the details here –

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator

Hope it helps..

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New Subject Control for the subject entity in Dynamics 365 Customer Service (2021 Release Wave 2)


It becomes difficult to find and select the appropriate subject if there are too many subjects defined as one has to manually traverse across the subject tree hierarchy.

Also, check – Differences between Subject and Category Entity

We now have new subject control introduced as part of 2021 Release Wave 2

  • It allows for easy viewing of the subject tree hierarchy.
  • Search across parent and child nodes.
  • Highlighting the search results.

Below is our sample Subject

Old experience

  • No Search Capability

2021 Release Wave 2

  • We can now perform a search

  • We can search across the parent and child nodes and also the search results are highlighted as shown below

Check out the Release Wave 2 Plan

Microsoft Dynamics 365 2021 release wave 2 plan overview | Microsoft Docs

Hope it helps..

 

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