Traffic information in the map component – 2020 Release Wave 2
The interactive Map component (preview) can now be enabled to show traffic information like traffic congestion, incidents, traffic flow using red, yellow, and green colors. Before we can use the Map component (preview), we need to first enable it for the environment. Navigate to the admin portal – https://admin.powerplatform.microsoft.com/ Within features, enable the Geospatial services … Continue reading “Traffic information in the map component – 2020 Release Wave 2”
Upcoming updates to Export to Data Lake Service – 2020 Release Wave 2
As we know – Export to Data Lake service enables continues replication of CDS entity data to Azure Data Lake Gen 2 Below are some the interesting update coming to it – Configurable Snapshot Interval – currently the snapshots are created hourly– which will be configurable. Cross Tenant Support – Currently Azure Data Lake Gen2 … Continue reading “Upcoming updates to Export to Data Lake Service – 2020 Release Wave 2”
Child flows in Power Automate Compared to Child Workflows
Originally posted on Sara Lagerquist:
The child flow feature in Power Automate differs from how the child workflow feature from the classic workflow engine in Dynamics 365 works. This article will take you through how you can build your first child flows in Power Automate and what to expect to be different from what you…
Manage Parent Child Cases in CRM
Originally posted on crmcooking:
In Microsoft Dynamics CRM you can manage multiple cases efficiently using parent and child cases. If you want to records same issue for multiple customers, you can open a primary case called parent case and then create a secondary case called child case. Please consider the following scenario. Multiple customers are…
Improved duplicate detection and merge experience in Dynamics 365 for Sales– 2020 Release Wave 2
2020 Release Wave 2 brings improvement in duplicate detection and merge capabilities. Check other posts on Release 2020 Wave 2 To enable it, navigate to – Settings > Data Management > Duplicate Detection Settings Enable it – With this enabled, the user can see why a record is being flagged as duplicate, it also allows users … Continue reading “Improved duplicate detection and merge experience in Dynamics 365 for Sales– 2020 Release Wave 2”
D365 CE: Show/Hide and Enable/Disable same field placed in multiple tabs using JavaScript
Originally posted on Ajit Patra:
We often put the same fields in different tabs based on business requirements. To Hide/Show such fields we need to use below script: var formContext = executionContext.getFormContext(); formContext.getAttribute(“fieldName”).controls.forEach( function (control, i) { control.setVisible(false/true); }); Similarly, to Enable/Disable such fields we need to use below script: formContext.getAttribute(“fieldName”).controls.forEach( function (control,…
Snapshot in Azure Data Lake (Dynamics 365 / CDS)
In the previous post, we saw how to export CDS data to Azure Data Lake Gen 2 https://nishantrana.me/2020/09/07/export-data-from-common-data-service-to-azure-data-lake-storage-gen2/ Here let us have a look how the sync and snapshot work. We have already done the configuration and have synced the Account and Contact entity. As the diagram depicts – there is initial sync followed by … Continue reading “Snapshot in Azure Data Lake (Dynamics 365 / CDS)”
Dynamics 365 Attachments on Azure Blob Storage using the Attachment Management Add-in
Originally posted on Virendra Agrawal's Blog:
The Attachment Management Add-in is out there on the AppSource for quite some time, I recently enabled it for an internal Dynamics 365 implementation where the native SharePoint integration couldn’t be used due to the multiple tenant authentication issues and the new storage model licence wasn’t there to…
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”
Azure Data Factory Data Flow vs SQL Stored Procedure Comparison
Originally posted on 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…
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…
Power Automate: “Set Variable” Action fails inside “Switch” Action
Originally posted on 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…
Create Segments using Customer Insights and Execute with Dynamics 365 Marketing
Originally posted on 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…
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”
How to create Measures using Dynamics 365 Customer Insights
Originally posted on Virendra Agrawal's Blog:
In my previous post, we talked about ingesting the data from various sources with the help of different Dynamics Power Query Connectors and use this data to perform unification in Customer Insights and build a unique customer profile (Part 1 and Part 2). In continuation of the previous…
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…
Always Encrypted feature in SQL Server
Always Encrypted is used for encryption at the column level rather than the entire database. It provides both data at rest as well in memory (in flight). It is different from column (cell-level) and Transparent Data Encryption (TDE) which uses keys and certificates, which are stored in the database. In the case of Always Encrypted, … Continue reading “Always Encrypted feature in SQL Server”
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”
Dynamic Data Masking (DDM) in SQL Server
Through the Dynamic Data Masking feature in SQL Server, we can hide the sensitive data by masking the data from the user who does not have permissions. (Here the data in the database is not changed). There are 4 different functions to do that – default – Entire column is masked. partial – only works … Continue reading “Dynamic Data Masking (DDM) in SQL Server”
Power Automate vs Azure Logic Apps
Power Automate Azure Logic Apps Power Automate is built on top of Azure Logic Apps It is a SaaS service for workflow automation across several different apps and SaaS services. It is a PaaS service for workflow automation across several different apps, SaaS services, and IaaS services for enterprise integration. For more of self-service and … Continue reading “Power Automate vs Azure Logic Apps”
How to limit the responses in Microsoft Forms or send email on behalf of DL?
Originally posted on Friyank Parikh Blog:
Hi All, Welcome,Today we will see how to limit the number of responses in Microsoft Forms aka Customer Voice. We have a survey, and customer can fill and submit this survey. But, Requirement is to allow only first 5 customer to reply not more than that. So Before this…
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”
Sub grid and form tabs improvements in Power Apps Mobile App
There are couple of improvements in user experience for sub grids and form tab in Power Apps Mobile app. Check other blog posts on Release 2020 Wave 2 Headers are more protruding for sub grid to separate it from rest of the sections of the form. There is also an option (+ New Case – below) … Continue reading “Sub grid and form tabs improvements in Power Apps Mobile App”
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”
PowerAutomate: Self-reference is not supported when updating the value of variable
Originally posted on Ajit Patra:
We often come across requirements in which we want to add certain value to the same variable e.g. for integer variable, x=x+5 or for string variable, test=test+”additional”. We were trying to achieve the same thing using PowerAutomate. However, while doing this using Set Variable action, we got an error saying…
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”
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