Power Platform Tools | Developer Toolkit for Visual Studio 2019
Originally posted on 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…
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)”
DataVerse Quick Tips#2: Trouble Shoot insufficient Permission Message
Originally posted on 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…
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 … Continue reading “Step by step – LinkedIn Sales Navigator integration with Dynamics 365 Sales”
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 … Continue reading “New Subject Control for the subject entity in Dynamics 365 Customer Service (2021 Release Wave 2)”
Mind map – Dynamics 365 Field Service
Prepared a mind map on Dynamics 365 Field Service for quick reference. Access it here (recommended) https://gitmind.com/app/doc/ac83047944 Download the .png format Refer the content here – https://nishantrana.me/2021/08/17/quick-reference-dynamics-365-field-service/
Quick Reference – Dynamics 365 Field Service
Setup the free trial of Dynamics 365 Field Service https://dynamics.microsoft.com/en-us/dynamics-365-free-trial/ Security Roles Below are the roles specific to Dynamics 365 Field Service app. Field Service – Administrator = The user with full rights on Field Service Entities. Field Service – … Continue reading “Quick Reference – Dynamics 365 Field Service”
Dataverse: Create Custom API and Implement using plugin C#
Originally posted on Ajit Patra:
In this blog, we’ll see how to create custom API in maker portal and write plugin to implement it. We’ll take the example of refreshing roll up field on demand. This API will take 3…
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…
How to – Get the size of tables in Dataverse / Dynamics 365
Using the Capacity page in the Power Platform Admin Center we can extract the details of size occupied by table (in MB) within a particular environment. Login to the admin portal and navigate to Capacity https://admin.powerplatform.microsoft.com/resources/capacity Select the Dataverse tab … Continue reading “How to – Get the size of tables in Dataverse / Dynamics 365”
Solved- Currently, Dynamics 365 apps can only be enabled for your default region error
While trying to add a new Trial (subscription-based) on a Dynamics 365 Trial environment, we were getting the below error Currently, Dynamics 365 apps can only be enabled for your default region The default region was UAE for the other … Continue reading “Solved- Currently, Dynamics 365 apps can only be enabled for your default region error”
Optimize Delete operation – Dataverse / Dynamics 365
Recently we had to delete records for one of our entities, and we tried out different combinations of batch sizes and the number of threads with 25000 records as a sample to find the optimum setting. Below is our sample … Continue reading “Optimize Delete operation – Dataverse / Dynamics 365”
Approvals in Microsoft Teams / Power Automate
Approvals App for Teams was introduced early this year. To see it in action, let us start by first adding the Approval app in Teams. Search for the app. And click on Add. The Approval app shows all the Approvals … Continue reading “Approvals in Microsoft Teams / Power Automate”
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”
Sample code (C#) for Multi-Table Lookup / Polymorphic Lookup attribute in Dataverse / Dynamics 365
For creating multi-table lookup we already have an XrmToolBox plugin Polymorphic Lookup Creator which we should be using ideally, but in case somebody wants to try it out, the below shared sample code can be referred. Below is our custom … Continue reading “Sample code (C#) for Multi-Table Lookup / Polymorphic Lookup attribute in Dataverse / Dynamics 365”
Sample AppId / ClientId and RedirectUri for quick prototyping (Dataverse / Dynamics 365)
At times we want to quickly try out few things (PoC) by writing a console application or running an SSIS package etc., there we can use the sample ClientId and RedirectUri provided by Microsoft, instead of registering the application in … Continue reading “Sample AppId / ClientId and RedirectUri for quick prototyping (Dataverse / Dynamics 365)”
How to – use HTTP Action to call DataVerse / Dynamics 365 Web API in Power Automate
Let us take a simple example, to see the steps involved. Here we will be manually triggering a flow, getting the token, and calling the WhoAmI request in Microsoft Dataverse / Dynamics 365. This is how our final Flow looks … Continue reading “How to – use HTTP Action to call DataVerse / Dynamics 365 Web API in Power Automate”
Can we update ‘SYSTEM’ user in Dynamics 365 / Dataverse?
We recently were asked to check the possibility of updating the SYSTEM user specifically the primary email field of it. https://docs.microsoft.com/en-us/power-platform/admin/system-application-users Usually, we use SYSTEM user to specify the plugin’s execution context for business requirements that needs elevation of privileges. … Continue reading “Can we update ‘SYSTEM’ user in Dynamics 365 / Dataverse?”
Read OptionSet Labels from CDS/Dataverse Triggers or Action Steps in a Flow | Power Automate
Originally posted on D365 Demystified:
Retrieving OptionSet Labels from CDS data in a Cloud Flow / Power Automate / Flow is an extra step than just picking from the Dynamic Values. Check this post!! Scenario While working with data that…
[Step by Step] Canvas App using on-premise SQL server as Data Source
Originally posted on Rajeev Pentyala – Microsoft Power Platform:
In this post, lets see how to build a Canvas App with data from on-premise SQL Server. Using Gateways ,data can be transferred quickly and securely between a canvas app and an on-premises…
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”
How to – Hide and show controls in Canvas App based on security role of the user (Dataverse / Dynamics 365)
Suppose we have the below Maker and Checker Canvas App, with two button one for raising the request and the other for approving and rejecting the request. We have below custom security roles created in our Dynamics 365 Maker Checker … Continue reading “How to – Hide and show controls in Canvas App based on security role of the user (Dataverse / 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”
Environment History in Power Platform Administration Center
A new feature recently added in the platform is the capability for the Power Platform administrators to see different operations performed in the environment. Log in to Admin Center and select an the appropriate environment Select History or select Full … Continue reading “Environment History in Power Platform Administration Center”
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 – We are having trouble loading your form preview. Check to make sure you have access error in Power Apps
While trying to open a form for customization for a custom entity we were getting below error within the maker portal. The user was an admin user. The same was the case in both Chrome and Edge browsers. The only … Continue reading “Fixed – We are having trouble loading your form preview. Check to make sure you have access error in Power Apps”
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”
Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365
Originally posted on ReadyXRM:
Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365. The post…
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”
Advanced lookup in Model-driven Power Apps / Dynamics 365
To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to Environment >> [Select Environment] >> Settings >> Behavior Enable the Lookup behavior and Save. This adds the Advanced Lookup option in the Lookup dialog. Clicking on it … Continue reading “Advanced lookup in Model-driven Power Apps / Dynamics 365”
Integrate the approval center into a model driven app/Dynamics 365 CE
Originally posted on XRM Tricks (Power Platform & Dynamics CRM ):
Power Automate provides a standard solution to manage approvals in a Dataverse environment. Approval requests can be easily generated from cloud flows. Users have the ability to view and respond…
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 setup – Azure Synapse Link – Microsoft Dataverse
Azure Synapse Link (earlier known as Export to Data Lake Service) provides seamless integration of DataVerse with Azure Synapse Analytics, thus making it easy for users to do ad-hoc analysis using the familiar T-SQL with Synapse Studio, build Power BI … Continue reading “How to setup – Azure Synapse Link – Microsoft Dataverse”
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)”
Microsoft Teams Integration with D365 on custom entity
Originally posted on Ajit Patra:
To enable Microsoft Teams in D365, Go to Settings –> Administration –> System Settings –> General Tab and flip the below highlighted options to Yes. Once done, we’ll be able to see Collaborate button on…
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