Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

Migration of Personal views/charts/dashboards with sharing information


Interesting read ..

Phani Rajasekhar's avatarPhani Rajasekhar

In my previous blog I explained the issues that I faced while POA entity migration. Here I will explain the whole process that I followed to migrate the personal views with sharing information. I used kingsway soft adapter for my migration process.

We have 2 steps to migrate the data

  1. Source CRM –> Intermediate database.
    1. I enabled “Data Export Services” on the source instance to push the data into intermediate database.
    2. Since “userquery” entity is not available in “Data Export Services”, I Designed a simple SSIS Package with source (Dynamics CRM) and destination (OLE DB) components.
    3. We have to impersonate the owner of the personal view in the Dynamics CRM Source component to read this information.
    4. So we have to run this package multiple times based on the user count.

  1. Intermediate database –> Target CRM
    1. Designed 2 more SSIS Packages to push “userquery” and “principalobjectaccess” (share) information to Target CRM…

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Sample Code – Dynamics 365 Web API / Organization Service


Refer appropriate connection string as required with CrmServiceClient- 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/xrm-tooling/use-connection-strings-xrm-tooling-connect#connection-string-examples

the connection string parameters

Replace Office 365 authentication with OAuth

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/authenticate-office365-deprecation

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Dynamics 365 Sales mobile app (preview)


The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting the customers.

Check other posts on 2020 Release Wave 2

To enable the App, navigate to Advanced Settings from the Sales Hub and then to Administration > System Settings > Mobile Client tab
We also need to enable Relevance search on the environment for the mobile app’s search to work.

For iOS –

https://go.microsoft.com/fwlink/p/?linkid=2151689

For Android –

https://go.microsoft.com/fwlink/p/?linkid=2152008

After installation open the app and sign in

From the list of apps, select the App to be used. Here we clicked on the Sales Hub app.

Below is the home page of the app.

The home page provides quick access to recent contacts and recent records along with reminders and insights.

More on Assistant –

https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant

The + option allows for the quick creation of Note and Contact records.

The more options allow access to the navigate to other part of the apps – dashboard and the other entities.

Search suggestions provide results while we are typing and grouping of search results to quickly find the information needed.

Other sub grid and form tab improvements in the app –

https://nishantrana.me/2020/09/28/sub-grid-and-form-tabs-improvements-in-power-apps-mobile-app/

The meetings option shows the calendar view and the meetings that are scheduled in the outlook.

We cannot create meetings from the Sales Mobile app.

Get all the details here –

Overview of the Dynamics 365 Sales mobile app

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

 

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Application User Form missing in Dynamics 365


Recently while trying to create a new application user, we could not find the application user form for the system user entity in the web application.

Within the maker portal, we can see the form available and enabled for everyone.

It was inside our classic administration settings; we saw it listed as Inactive Forms

Activating and publishing the solution fixed the issue.

Hope it helps..

D365: “The user is not a member of the organization” error while connecting to CE


Ajit Patra's avatarAjit Patra

Recently, we were working on connecting to CE to do some CRUD operation using Azure function. We were using Client ID(Application ID) and Client Secret of the app registered on Azure Active Directory.

We had provided the necessary API(Dynamics CRM) Permission (delegated “user_impersonation”) to the app.

While running the Azure function, we were getting the error message “The user is not a member of the organization” when we were connecting to CE.

After investigating the issue for some time, we found that we had missed one important step of creating Application User back in CE with the Application ID(Client ID) of the app.

Creating the Application User with the Application ID(Client ID) fixed the issue.

Hope it helps !!

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Part 6: Data Integration – Return of the Best Practices


Best Practices – Data Integration in Dynamics 365

Matthew Webb's avatarMatthew Webb's Dynamics 365 Blog

Recap Best Practices: Part 2

Welcome back!

My previous blog discussed the use of Staging Databases as part of integration design and some tips and pointers whilst building a staging database (if you decide to use one that is).

My background with data integration is using either out of the box/free tools or 3rd party data integration software (like Scribe or KingswaySoft) and the methods for designing and building data integration have evolved over time. This blog will detail the best practices when dealing with performance issues that I have encountered over the years.

You can apply some (if not all) of these principles for bespoke data integration tools, such as:

  • Web Services
  • Console Applications
  • Utilising a Service Bus (like Azure for integration messaging)

This will be my final* post when discussing best practices with data integration, most of which can be applied when using any tool to complete…

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