Action ‘Update_a_record’ failed: An error has occurred. No resources were found when selecting for update – Fixing Cross-Company Update Issues in Finance & Operations Using Dataverse Virtual Entities (Power Automate)
Recently, while trying to update the Projects table in Finance & Operations using the Fin & Ops Apps actions in Power Automate,…
Fixing the “Only 1 of 2 keys provided for lookup, provide keys for dataAreaId, ProjectID / Not found” Error in Power Automate (Fin & Ops Apps)
Recently, while working with the Projects table from a Finance & Operations (F&O) environment, we ran into an error while using the…
Fixed – Error occurred while loading document template / Error occurred while loading preview error in Dynamics 365
Recently, one of the users reported the following error while trying to generate a PDF for a Quote record in Dynamics 365:…
How to Identify and Update Power Automate HTTP Request Trigger Flows Before November 2025
Few weeks back, while working on one of our Power Automate flows, we noticed a banner warning on the HTTP Request trigger…
Using Parent Context in Dynamics 365 Plugins — Detecting System-Triggered Operations (Dataverse / Dynamics 365)
In this post, we’ll look at how we used the ParentContext property in Dynamics 365 plugins to determine if a plugin execution…
Fixed – “Action cannot be performed. This quote is not owned by Dynamics 365 Sales” in Dataverse / Dynamics 365
Recently, while working with Quotes in Dynamics 365 Sales integrated with Supply Chain Management (SCM) through Dual-write, we encountered an interesting error…
Understanding “Block Deletion of Out-of-the-box Attribute Maps” in Dataverse / Dynamics 365
In Dynamics 365, attribute maps define how data flows from one record to another when creating related records. For example, when creating…
Flows getting triggered multiple times / missing callbackregistration record – Power Automate / Dataverse
Recently, we observed that one of our flows was getting triggered multiple times in our UAT environment; however, the flow was working…
JavaScript Gotcha: Why [x == (a || b)] Fails
Recently we observed that our JavaScript code was not working as expected. Now when we write conditions in JavaScript, it’s natural to…
What are Partial Merges in Business Process Flow (BPF), and what can we do about it – Dataverse / Dynamics 365
Let’s take an example. Suppose we have the following Business Process Flow (BPF) for Leads: If the Lead Type = Grade A,…
Boolean Fields in Business Process Flows: Required Field Behavior Explained (Dataverse / Dynamics 365)
When designing Business Process Flows (BPF) in Dataverse, we often want to make certain fields mandatory before users can move to the…
Troubleshoot “Something happened, and we couldn’t copy to this environment” error – Dataverse /Dynamics 365
Recently, while trying to copy an environment, we got the following issue – Something happened, and we couldn’t copy to this environment.…
![Fixed –Lookup value plugintypeexportkey [Guid] is not resolvable – Solution Import error (Dynamics 365 / Dataverse)](https://nishantrana.me/wp-content/uploads/2025/09/pexels-photo-4482033.jpeg?w=1200)
Fixed –Lookup value plugintypeexportkey [Guid] is not resolvable – Solution Import error (Dynamics 365 / Dataverse)
Recently, we faced an interesting import failure while moving a solution containing a Custom API. Solution “Temp Plugin Step Custom API Transfer”…
Using addNotification to Simulate Dynamic Tooltips (Dataverse / Dynamics 365)
When working with forms in Dynamics 365 / Power Apps model-driven apps, we often customize field labels based on context, using the…
Resolved – Environment Operation Error, while trying to copy environment (Dataverse / Power Platform)
Recently we created a new environment, and when we tried copying our production environment to it, it gave the below error. “Environment…
Clearing Dirty Fields in Forms to Avoid Unnecessary Save Prompts (Dynamics 365 / Dataverse)
In Dynamics 365 forms, we often run into situations where a record looks unsaved even though the user hasn’t made any manual…
Easily Identify Control Names When a Field Appears Multiple Times in Forms (Dynamics 365/ Dataverse)
Sometimes when we are writing JavaScript in Dynamics 365, we need the exact schema name of a field’s control so that we…
Finding Dirty / Unsaved Fields on the Form Using JavaScript / Browser Console (Dynamics 365 / Dataverse)
Sometimes while debugging forms in Dynamics 365, we need to know which fields have been modified but not yet saved. These are…
Fixed – Flow not getting triggered / incorrect callback registration record (Power Automate / Dataverse)
Recently, we faced an interesting issue, where we updated an existing flow in our Dev, basically we removed the Filter Rows condition…
Few handy SQL Queries (SQL4CDS) – Dataverse / Dynamics 365
Sharing some the queries we had used in our projects recently- 1) Get the list of table with audit enabled – 2)…
Fixed – Workflow must be in Published state (Dynamics 365 Field Service)
Recently, we got the following error while booking a resource in our schedule board. We earlier got the same error while trying…
Using AI to Build Tables and Fields in Dynamics 365 with PowerMakerAI’s AI Entity Builder & Visualizer (Tool Showcase)
Recently, I came across a very interesting tool called PowerMakerAI, developed by a fellow community member. I felt it’s worth sharing here…
Understanding Date and Time Field Behavior in Dataverse
When working with Date and Time fields in Dataverse, one of the most confusing parts is how values are stored in the…
When Do We Use the ActivityParty.AddressUsed Property for Emails in Power Automate (Dataverse)
When we automate emails in Dataverse using Power Automate, we deal with something called Activity Party. It manages the participants of an…
How to – Find Every Cloud Flow That References a Specific Column / Field (Dataverse/ Dynamics 365)
Sometimes we need to find all the flows where a specific Dataverse field is used — maybe before renaming it, removing it,…
Fixing Date Shift Issue After Changing DateOnly Field from Time Zone Independent to User Local – Dataverse / Dynamics 365
In our Dataverse environment, we had a field named custom_sampledate configured as a DateOnly type with User Local behavior. At some point,…
Workflow must be in Published state while deleting the Bookings / Work Orders (Dynamics 365 Field Service)Workflow must be in Published state
Recently we were cleaning some of the work orders and related records in one of our environments. However when trying to delete…
Fix – The FnO Integration solution install failed. HCMScheduling and HCMSchedulingAnchor solutions must be installed. See Field Service documentation for details (Dynamics 365 Field Service)
While trying to install Finance and Operations from Field Service Settings, we might encounter the following error. “The FnO Integration solution install…
Fixed – The following solution cannot be imported: Dynamics365SupplyChainExtended. Some dependencies are missing – HCM Common (Dynamics 365)
While trying to install the Dual Write Supply Chain Extended Solution, we got the following error. We had below apps already installed…
Resolve – This environment can’t be copied because your org (tenant) is over capacity. Request an extension (Dataverse / Dynamics 365)
When trying to overwrite another environment with a copy of Prod, the system prevented the operation due to exceeding tenant capacity limits.…
Using Form fill Assist Toolbar to streamline data entry in Power Apps
We tried the AI Form Filling Assistance feature in model-driven Power Apps and found it very helpful. One part that we liked…
Favorite your Actions and Connectors for quick retrieval in Cloud Flows (Power Automate)
With this new update in Power Automate, it’s now easier for us to find and use the actions and connectors we need.…
How We Reclaimed Storage from the WebResourceBase Table in Dataverse
While reviewing our Dataverse environment’s storage usage, we noticed something surprising—over 13 GB of our file capacity was being consumed by the…
Step-by-Step: Deleting Work Orders (Dynamics 365 Field Service)
When working with historical or test data in Dynamics 365 Field Service, we often come across the need to clean up old…
Handling Unexpected Lookup Auto-Population in Quick Create Forms (Dynamics 365)
Recently, we had a requirement to track the Current and Previous contracts for a Contact in our Dataverse environment. To achieve this,…
Compare Plugin Steps and Images Across Environments in Dynamics 365
Recently, while testing in UAT, we ran into a plugin-related issue that wasn’t reproducible in Dev. After investigating, we discovered the root…
Update Business Process Flow Stage using Excel Import with Power Automate – Dataverse / Dynamics 365
In some business scenarios, we might need to update the Business Process Flow (BPF) stage of a record during an Excel import…
Fixed – The Default Unit is not a member of the specified Unit Group error in Dynamics 365 / Dataverse
Recently while trying to import the product records in our Dynamics 365 Sales, we got the below error – “The Default Unit…
Failed to delete View (View Name). Object dependencies exist, please review before deleting error in Dataverse
While trying to delete a custom public view (Test View) in Dataverse, we encountered the following error: “The SavedQuery(<GUID>) component cannot be…
Fixed – Field Service Time Entry functionality is not available. The installed version of Project Service Automation is not compatible with the installed version of Field Service. Please upgrade Project Service Automation to use Field Service Time Entry functionality.
Recently while trying to set Bookable Resource Booking record’s status as completed or trying to change Settings >> General >> Field Service…
Deleting Elastic Table Records in Dataverse Using Alternate Key in SSIS (KingswaySoft)
Had written a post on deleting the elastic table record earlier – How to Delete Elastic Table Records in Dataverse (SDK). We…
Step-by-Step: Configure Double Opt-In in Dynamics 365 Customer Insights – Journey (Real Time Marketing)
Double Opt-In is a two-step process for email subscription: This process ensures that the person who signed up wants to hear from…
Use Security Roles to manage access to views (preview)– Dataverse / Dynamics 365
Sometimes, we might create a new view for a table, and not everyone in our organization needs to see it — or…
Using gridContext.refreshRibbon() to Dynamically Show/Hide a Subgrid Ribbon Button – Dynamics 365 / Dataverse
In Dynamics 365 / Dataverse, sometimes we want to show or hide a ribbon button based on a form field value. But…
Using External Value property of Choice / Option Set Field for Integration – Dynamics 365 / Dataverse
When working with Choice fields (Option Sets) in Dataverse, we mostly use the label and internal numeric value. But there’s also a…
Fixed – Could not find an implementation of the query pattern for source type. ‘Where’ not found (LINQ, Dataverse)
While working on a LINQ query using early-bound classes in a Dynamics 365 plugin, we encountered a familiar error. “Could not find…
Updating Records Without Triggering Plugins – Bypassing Plugin Execution in Dynamics 365 / Dataverse using C#
Recently, we had to write a small utility—a console application—that would go and update a bunch of existing records in our Dynamics…
Understanding the Hidden Property for Choice Datatype in Dataverse / Dynamics 365
Dataverse provides a flexible way to manage data through choice (option set) fields. One of the newer enhancements is the Hidden property,…
Fixed – “Input String Was Not in a Correct Format / The specified domain does not exist or cannot be contacted” in Dataverse Plugin (Dynamics 365)
In one of our plugins, we encountered “The specified domain does not exist or cannot be contacted – System.FormatException: Input string was…
Visualize Data in a View with Copilot (Preview) – Dataverse / Dynamics 365
The copilot-powered data visualization in views feature, currently in preview, allows us to generate quick and insightful charts from Dataverse table views…
Identify the Event That Triggered the Flow using the SdkMessage in Dataverse / Power Automate.
When working with Power Automate (Cloud Flows) for Dataverse, a common scenario is handling multiple triggers efficiently. By default, we often create…
Unable to save. This form can’t be saved due to a custom setting error in Dynamics 365 / Dataverse.
Recently we got the below error while trying to assign the record. Unable to save. This form can’t be saved due to…
Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dynamics 365
MultiSelect OptionSet (Choices) fields in Dataverse provide a flexible way to store multiple values within a single field. However, querying and filtering…
How to Trigger a Plugin on a Calculated Column Change in Dataverse / Dynamics 365
In Microsoft Dataverse, calculated columns are a powerful way to derive values dynamically without the need for manual updates. However, one challenge…
The async operation was skipped because the org is in “Disable Background Processing” mode – Dataverse / Dynamics 365
While testing one scenario we observed one of the plugins (asynchronous) was not updating the record as expected. Checking the System Jobs,…
How to – Configure Copilot Row Summary for tables main form – Dataverse / Dynamics 365
We all know how frustrating it can be to dig through records just to find key details. With AI-generated record summaries, users…
Change Choice / OptionSet value’s text/label using JavaScript – Dataverse / Dynamics 365
In Dynamics 365, there are instances when we need to dynamically change the labels of option set fields based on specific conditions.…
“Solution manifest import: FAILURE: Solution patch with version already exists. Updating patch is not supported.” – Power Platform / Dynamics 365
While importing a patch (unmanaged) solution we got the below error – “Solution ‘abc_Configuration’ failed to import: Solution manifest import: FAILURE: Solution…
Cloud Flows are disabled or turned off after copying a Dataverse Environment ? (Power Automate / Power Platform)
Recently we copied our UAT environment to one of the testing environments. After copying, we saw that all the cloud flows were…
Reduce log storage: Delete audit logs – Power Platform Admin Center
Recently we had to copy our production environment to one of our sandbox environments for some analysis and testing. But before we…
Customizing Business Process Flows: Stage Validation Using JavaScript (Dynamics 365 / Dataverse)
Business Process Flows (BPF) in Dynamics 365 offer a structured way to guide users through a defined process. However, there are scenarios…
Check Out the Natural Language Grid and View search
The new Smart Grid Preview feature allows us to find, filter, and sort data with natural language. To enable it navigate to…
Fixed – MisMatchingOAuthClaims – One or more claims either missing or does not match with the open authentication access control policy error – OAuth Authentication for HTTP Request trigger (Power Automate)ismatch
Recently while trying to invoke the HTTP Request trigger, on passing the token we got the below error from the Postman Turned…
Configure OAuth authentication for HTTP Request Triggers (Specific users in my tenant) – Power Automate
Below is our final Power Automate Cloud Flow which uses the HTTP request trigger followed by Response action. The Allows Users =…
Fixed – Delete Plugin on Appointment not firing for operation on Recurring Appointment (Dataverse / Dynamics 365)
Recently we observed that our plugin registered on the Delete message of appointment on the PreValidation stage was not getting triggered when…
Configure Case Handling Time widget for the Case form – Dynamics 365 Customer Service
The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency.…
Fixed – The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported while using LINQ query (Dataverse / Dynamics 365)
We might get the below error while using LINQ to query Dataverse – System.NotSupportedException: ‘The method ‘GroupJoin’ cannot follow the method ‘SelectMany’…
Fixed – ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method’ while using LINQ query (Dataverse / Dynamics 365)
We might get the below error while using LINQ to query Dataverse – “System.NotSupportedException: ‘Invalid ‘where’ condition. An entity member is invoking…
Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys)
Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we…
How to use the setIsValid Method in Dataverse / Dynamics 365
We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by…
Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365
Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based…
Manage solution dependencies easily through the refreshed look – Dataverse
In Dataverse, solution dependencies are a vital aspect of managing and deploying applications. Dependencies ensure that required components are present for a…
Using Copilot to Create and Explain Formulas – Power Apps
Using the new features – Create a formula (preview) and Explain this formula we can now easily write, edit, and understand formulas…
Field suggestions by Copilot –Power Apps (Dataverse)
Field Suggestions by Copilot for Canvas Apps apply to Gallery, Form Table controls both classic and modern for Dataverse, SharePoint, or SQL…
Using the Smart Paste (Preview) feature to fill the form fast in Dataverse / Dynamics 365
To enable this feature navigate to Power Platform Admin Center > Environment > Features > Enable smart paste (preview) With the smart…
Maximise Storage usage using Allocate Capacity (preview) in Dataverse / Dynamics 365
The new Allocate Capacity feature allows administrators to manage and optimize storage allocation across different environments. It allows administrators to strategically distribute…
Customize the Real-time Marketing Form form / Form Editor to add field (Dynamics 365 Customer Insights – Journey)
Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM). Open…
Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)
Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow. As we can see the lookup…
How to – Delete the elastic table records (Dataverse)
Recently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365. We had mapped…
JavaScript for fields in Business Process Flow (few key points)– Dataverse / Dynamics 365
Suppose we have the following fields in the form as well as in the business process flow stage for the lead. And…
Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365
We might get this error while trying to update one of the records. Exception Message: EntityState must be set to null, Created…
Add line break / new line for description field of Email – Dataverse / Power Automate
In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the…
Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365)
Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of…
Use JavaScript to add onchange event to a field in the Business Process Flow
Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team…
Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse
Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that…
How to deal with the Calculated columns having Null values (Dynamics 365 / Dataverse)
Suppose we have the following whole number fields, where Field C is the calculated column and is the sum of Field A…
Using Microsoft Copilot Studio to create Copilot for Teams channel with Dataverse as Knowledge source – Copilot / Dataverse
Below are the quick steps to create a copilot with Dataverse as the Knowledge source and Teams as the channel Open the…
Use Copilot to generate knowledge articles from resolved cases – Dynamics 365 Customer Service
To enable the feature of generating knowledge articles through Copilot, navigate to Customer Service Admin Center >> Agent Experience >> Knowledge >>…
How to remove contact and customer validation on Cases– Dynamics 365
By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact…
Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365
With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and…
Use OptionSet Wrapper component to show color-coded options on the form – Model-driven apps/ Dynamics 365
We can make use of the OptionSet Wrapper component to show color-coded options on the form for the choices or option set…
New Lead Qualification Experience – Dynamics 365 Sales
To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling…
Bypass Power Automate Flows using SuppressCallbackRegistrationExpanderJob optional parameter – Dataverse / Dynamics 365
Using the SuppressCallbackRegistrationExpanderJob optional parameter in our Request object, we can bypass the execution of the flows registered against that particular event/trigger.…
Sample Code to create and associate Folder / SharePoint Document Location (Dataverse /Dynamics 365 / SharePoint Online)
Below is our sample record for a custom table custom_contract for which we will be creating the folder in SharePoint and associated…
Fixed – The attempted operation is prohibited because it exceeds the list view threshold error– SharePoint Online
While trying to load all the files in a particular folder for processing, we got the below error The attempted operation is…
Fixed – “The relative url contains invalid characters. Please use a different name. Valid relative url names cannot ends with the following strings: .aspx, .ashx, .asmx, .svc , cannot begin or end with a dot, cannot contain consecutive dots and cannot contain any of the following characters: ~ ” # % & * : ? / \ { | }. “ error while creating SharePoint Document Location – Dynamics 365 / Dataverse
We were using the below code to create a sharepointdoucmentlocation record through a C# Console App. For folderName we were using the…
Data Migration of Quote and Quote Product – few key points (Dataverse/Dynamics 365/ SSIS)
Below are the different out-of-the-box statecode and statuscode for the Quote table. Status (statecode) Status Reason (statuscode) 0 (Draft) 1 (Inprogress) 1…
Recent and Pinned options are available now for multi-session app’s sitemap (e.g. Customer Service Workspace)
As we would have observed now we have the Recent and and Pinned records option available for the Customer Service workspace app.…
Select record quickly inside Lookup control – Model-driven app /Dynamics 365
There is a small enhancement added to the Lookup Control as part of Release Wave 2. After performing a search for a…
Fixed – CRM service call returned an error: An error has occurred when retrieving metadata for CRM entity ‘table’: The source argument contains duplicate keys – Dataverse/ Dynamics 365 / SSIS
Recently while trying to retrieve OptionSet Metadata using our favorite KingswaySoft SSIS Toolkit we got the below error. Same error for prod…
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Does anybody know how to edit Pay Cycle “name” “title” in Dyn365 Payroll module under Pay cycles and pay periods? Description is editable, but not the Pay cycle. Tnx
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