Nishant Rana

Audit Information not getting retrieved using SSIS/KingswaySoft Adapter

Update – 29 Oct 2018 –-> We are getting the same issue in one of the entities and it has audit enabled. We have a raised a support ticket for it. Will update the post with the solution.

A few days back I wrote about how we can use CDS/CRM Source component of KingswaysSoft Adapter to get the audit information.

https://nishantrana.me/2018/10/08/using-kingswaysofts-cds-crm-source-component-to-get-audit-information-in-dynamics-365-ce-ssis/

Recently while writing a package for getting audit details against one of the entities, we realized that the records were not getting retrieved and also, we were not getting any error or exception. The package kept on running.

Setting timeout in the CRM Connection Manager also didn’t stop the package, it kept running without retrieving the records.

After spending a good amount of time, we realized the silly mistake that we had made. We were running the package against the entity for which Audit was not enabled.

Thanks to KingswaySoft Support team for their relentless support.

Ideally, we should have been more careful before running the package against that entity, and also it will be helpful if the tool can also check if the audit is enabled for an entity before beggning the execution and if the audit is not enabled inform back the user or at least return 0 rows and complete its execution successfully.

Hope it helps..

D365 V9{Upgrade}: Icebreakers section on Contact Form

Ajit Patra

Recently, after upgrading our D365 V8 instance to D365 V9, we found that on Contact Form there was some discrepancy in the position of the sections. After comparing the Form Editor in both the instances(V8 and V9) we found the below differences:

D365 V8:

CARD DETAILS section at top right cornerD365 V9:

New Icebreakers section at top right corner instead of CARD DETAILS section

And, we found in upgraded instance that the actual content of the section “CARD DETAILS” was moved towards the end of the form to “Conflicts Tab” Tab with the name “Conflicts Section” section.

To fix this issue, We did hide the “Icebreakers section”.

Then, moved the section “Conflicts Section” to it’s original position (as D365 V8 instance) and renamed it accordingly to the name we had in D365 V8 instance.

NOTE:Icebreaker is a feature of LinkedIn Sales Navigator which is used for D365…

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Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Step by step guide for Report Authoring in Dynamics 365 V9

The ReadyXRM Blog by Nick Doelman

Summary

The process to set up a workstation to create SQL Server Reporting Services (SSRS) reports for Dynamics 365 involves a lot of steps and causes some confusion.
The report authoring tool is Visual Studio, but a full licensed version of Visual Studio is not required.
The Dynamics 365 Report Authoring Extensions has been recently updated to address TLS 1.2 requirements of Dynamics 365 v9

Revisited

A couple of years ago I wrote a posting on how to set up a workstation to create SSRS reports for Dynamics 365/CRM. It turned out to be one of my more popular posts. If you are writing reports for older versions of Dynamics 365/CRM, those instructions are still very relevant.

Click here for the original post.

Since that post, there have been a couple of updates and also an issue with connecting to Dynamics 365 v9 in regards to TLS 1.2 when using…

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Uninstalling or Deleting Dynamics 365 Portals Solution

Recently we wanted to remove the Community Portal Solution from one of our Development instances.

Here, the solutions admin page doesn’t give the option of deleting or removing it.

To remove it, we need to uninstall all the solutions installed by the Dynamics 365 Portals – Community Portal.

Back in Dynamics 365 we can see so many solutions installed as part of community portal.

Here we need to remove the solutions in the reverse order of their installation. This information can be found in the solution entity within Dynamics 365 CE.

Thanks to this helpful post by Jon Birnbaum

https://community.dynamics.com/365/b/dynamics365portalssupport/archive/2017/02/27/portal-troubleshooting-part-three-uninstalling-portal-solutions

https://community.dynamics.com/cfs-file/__key/communityserver-blogs-components-weblogfiles/00-00-00-12-86/Uninstallation-Order.png

Also, as soon as we start deleting the solutions, we’d get the Install option back again within the Solutions admin page for that instance.

Hope it helps..

Using Script Component to specify input value to OLE DB Source Component in SSIS

Recently we had a requirement to write an SSIS package that will fetch the data from SQL Server and will insert it (or create records) into Dynamics 365 CE.

For connecting and fetching data from SQL Server, we were using OLE DB Source Component with data access mode as SQL Command which had one parameter, whose value we had to fetch from Dynamics 365 CE.

For passing the value to this parameter we had defined a variable within our Package named LastUpdateFromCRM.

Now as we wanted to set the variable value from one of the records in Dynamics 365 CE, we used KingswaySoft’s CDS/CRM Source Component Editor, that will return us one row using fetch xml + max rows returned property.

Then we added a script component to the output of the CDS/CRM Source Component.

Here double-clicking the Script Component and selecting Input Columns inside the editor, we can select the input columns that we want to use within the Script Editor.

Next, we selected Script section inside the editor, there we selected the user variable as Read Write variable (as we are setting its value inside our script) and clicked on Edit Script button to open the VSTA Project.

Within VSTA project, inside main.cs we defined a date time variable to hold value coming from the CRM Source Component i.e. the value of last update field.

Inside ProcessInputRow method, we then set the value of that variable and finally within Post Execute method we use it to set the value of our user-defined variable.

Now as we have specified the value to our LastUpdateFromCRM variable, its value was passed to the SQL Command of OLE DB Source component as intended.

Hope it helps..

D365 V9{Upgrade}: Ribbon Button Enable Rule Custom JS Code gives error “Cannot read property ‘getFormContext’ of undefined”

Ajit Patra

While working on upgrade activities of D365 V9 from D365 V8, we faced one weird issue related to Enable Rule of Ribbon button.

We had one form where we were using Enable Rule for a button which was defined using custom JS code. As part of client side scripting changes related to D365 V9 upgrade, we passed Primary Control as first CRM parameter in Ribbon Workbench for that Enable Rule as explained here and in JS we passed executionContext as a parameter as shown below:

While testing after making the above changes, we got the error “Cannot read property ‘getFormContext’ of undefined”

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