While trying to register our custom workflow activity from Isolation mode – Sandboxed to None for Dynamics 365 On Premise we got the below error
This was because the user through which we were trying to register the plugin in None Isolation Mode using Plugin Registration Tool was not having Deployment Administrator role.
Adding the user to that Deployment Administrator role through Deployment Manager fixed the issue.
Read more about it
Hope it helps..
Recently we were evaluating Scribe Insight as our Integration tool for one of our clients. The requirement was to read an xml and create records in Dynamics 365 CE.
The basic structure was something like below, with Account as the parent tag and Payment, Assets, Consumer as repeating child nodes of Account i.e. 1 – n.
However, to our surprise when we started defining the same structure in the XML Component within Scribe Workbench we got the below error message à
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XML Component
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Repeating nodes are not supported for cousins, siblings, etc. Multiple repeating nodes must be related linearly to repeating nodes that already exist. Thus, a new repeating node must be a grandparent, parent, child, grandchild, etc., to an existing repeating node.
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OK
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Interestingly enough the same limitation doesn’t exist in Scribe Online. Had posted something similar few days’ back on that
https://nishantrana.me/2019/01/14/scribe-online-working-with-hierarchical-data-in-dynamics-365-ce/
As we wanted to go with something that works in On Premise setup we went ahead with SSIS Productivity Pack of KingswaySoft https://www.kingswaysoft.com/products/ssis-productivity-pack which had XML components that works perfectly well with this kind of schema or structure.
Hope it helps..
We were getting the below error while using impersonation in our WebAPI
Searching for the privilege id we got the following detail
{“@odata.etag”:”W/\”47875405\””,”overwritetime”:”1900-01-01T00:00:00Z”,”solutionid”:”fd140aad-4df4-11dd-bd17-0019b9312238″,”introducedversion”:”8.2.0.0″,”canbebasic”:false,”canbedeep”:false,”ismanaged”:false,”accessright”:32,”canbeglobal”:true,”privilegeid”:”ae5c41f0-e823-4cb9-b25a-8ef020201973″,”canbeentityreference”:false,”privilegerowid”:”1b218262-afac-4859-b9e0-c8c0f6550231″,”componentstate”:0,”canbelocal”:false,”versionnumber”:47875405,”canbeparententityreference”:false,”name”:”prvActOnBehalfOfAnotherUser“},
So the user was missing the Act On Behalf Of Another User privilege
Hope it helps..
Copy and Paste which was working as usual suddenly stopped working one fine day.
Had the following setting enabled
Restarted the following process on the remote machine, but that also didn’t help.
Finally updating the following setting on the remote machine helped fix the issue
Go to command prompt – open Local Group Policy Editor
gpedit
Navigate to: Computer Configuration \ Administrative Templates \ Windows Components \ Remote Desktop Services \ Remote Desktop Session Hosts \ Device and Resource Redirection \ Do not allow clipboard redirection
Although it was not configured so it should not have affected the setting, however explicitly set is as Disabled.
Restart the remote server. This fixed the issue. (do the same for the client machine as well if that doesn’t work).
Hope it helps..
Nice tips !
Here are a set of 10 Tips to design CRM Views like a Pro:
View original post 317 more words
Very informative !
These are functions to find one or more records in a table.
| Matches by a formula or a single string * | Multiple formulas accepted |
Returns multiple records or a single record |
Returns the subset of the original dataset or one value | No record found | Function to check if no record found | |
| Filter | Formula | Yes | Multiple | Subset | Empty table | IsEmpty |
| Search | String | No | Multiple | Subset | Empty table | IsEmpty |
| Lookup | Formula | No | First Single | One value | Blank | IsBlank |
*The formula is evaluated for each record of the table. Records that result in true are included in the result. Besides the normal formula operators, you can use the in and exactinoperators for substring matches.
Fields of the record currently being processed are available within the formula. You simply reference them by name as you would any other value. You can also reference control properties and other values from throughout your…
View original post 287 more words
Continuing our previous posts on Scribe Online, let us look at the Upsert block for Dynamics 365 CRM Connector.
The way it works is à
The Upsert block will have a field called alternatekeyname where we need to provide the name of the alternate key as shown below.
In CRM à
Along with passing the value for the field(s) involved in the alternate key.
The way to achieve the same in Informatica Cloud
Do check out this wonderful article that explains the usage of Upsert Block, Custome Update + Insert and Update/Insert block.
https://www.scribesoft.com/blog/2014/11/updateinsert/
Hope it helps..
Dynamics 365 Developer toolkit for Visual Studio 2017 can be installed by following the below steps:
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In the previous post, we saw how to create XML connection and using it as a source to create records in Dynamics 365 CE.
https://nishantrana.me/2019/01/11/scribe-online-xml-to-dynamics-365-ce/
In this post, we will see how to consume the hierarchical XML data as a source and create parent-child records in Dynamics 365 CE.
Suppose this is our source data with the following relationship
Contact à n Contract à n Asset à n Asset Line
As a first step we need to get the XSD for it, which we will use while defining the XML connection.
https://www.freeformatter.com/xsd-generator.html
Our XML connection
Similarly, add the CRM Connection.
This is how our final mapping will look like
For Query Contact Block (xml) à select Entity as Contact.
For the Include tab, we have selected all the child (tag) entities to be included.
For Create Contact (CRM) block we have mapped the first name and last name field
For For Each Child block select the relationship.
Followed by Create Contract block with following fields mapping.
Here we are setting the contact’s lookup in the contract entity using the Results from Contact Create steps.
Repeat the same steps for remaining child entities like Asset and Asset Line by selecting the relationship in for each child block and in the next create step setting the fields appropriately.
Validate and close the map and run the solution.
On successful run, we can see the records created in CRM
Hope it helps..
Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the greatest mysteries to unfold.
Now here I was in a training session emphasizing the importance of namespaces while you write your JavaScript files. And I was explaining how can putting the same method name in multiple files can actually lead to different event handler being called for your event instead of the desired event handler registered.
And then I get this question – “How is that possible? After all we specify the library name while specifying the event handler. Isn’t it?” Well the participants were pretty experienced in CRM and honestly I was also into split thought after I heard.
After all from the basic concept of the Javascript I know, the first function which matches…
View original post 311 more words
