Nishant Rana

{Dynamics 365 Security Nuances} Can a user work with only team roles in Dynamics 365

Recently I was conducting a training in Dynamics 365 where I got the same question. Just a quick thought and the answer that comes to mind is “Yes”. After all,

a user’s security role is the sum of the security roles directly assigned to the user + sum of the roles the user derives through it’s association with the Teams (provided teams are given security role)

And here I was, where a user is belonging to a team and the team has a security with all the right privileges assigned to make the user work in Dynamics.

When I assigned the role directly to the user and the user is not part of the team, it just worked fine. Now comes the other way round. I remove the user’s security role, assign the same security role to a team and add the user to the team.

As you can see…

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Insufficient Permissions error while updating records using Excel Online in Dynamics 365

Recently one of our users reported the below while trying to bulk update the records using Excel Online feature.

The user had the Update rights for those records.

Basically, the Excel Online update features creates a data import job in the background.

https://debajmecrm.com/2015/11/14/dynamics-crm-excel-online-field-changes-save/

So the user had to be given the import data rights.

We resolved the issue by giving the following rights to the user at organization level.

Data Import
Data Map
Import Source File
Web Wizard
Web Wizard Access Privilege
Wizard Page

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/08/18/data-import-privileges

Hope it helps..

Fixed – The unit schedule id is missing error while trying to migrating product in Dynamics 365

Recently while trying import products from our Dev to Test environment using the Configuration Migration tool we got the below error

The reason being we were using default unit as a unit group in out DEV and the same wasn’t there in the TEST environment. Interestingly if we set the correct GUID in the data.xml generated by Configuration Migration tool and try importing, still the products do not get imported.

So basically, if we try importing the products entity alone we might run into issues. To migrate it properly we need to add the related entities along with it as mentioned in the Microsoft documentation.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-product-catalog-configuration

We created a new schema file with Product and its related entities, and this time migration worked properly.

Hope this helps.

Sample code to hide out of the box reports using ReportVisibility class in Dynamics 365

Recently we wanted to hide OOB reports for our users.

One way of doing it is either change those report from Organization owned to personal

or change the Display in Area for those reports (this will hide those reports from all other views except the “All Reports, Including Sub Reports” view), as all other OOB Views for the reports uses the Reports Area filter. Another option of course is to update the filter criteria for those views or deactivate those views.

In our case, we simply updated the Display In property for all the OOB reports. Below is the sample code that we used. Basically, every report can have 0 or more (max 3) related Report Visibility records associated to it. (i.e. for forms, lists or reports area). In the below code we have looped through all the OOB reports and deleted all the associated ReportVisibility records for that report.

Hope it helps..

Configuration Migration Utility – Increase number of threads to speed up data import

Bansal Blogs - Dynamics 365, PowerApps, Microsoft Flows, Power BI

Configuration migration utility is part of Dynamics 365 SDK and located in SDKToolsConfigurationMigration folder. Tool is used to import configuration/master data across CRM organizations. By default tool runs with 5 threads to import data and data import is comparatively slow.

You can increase number of threads to import data faster. Open DataMigrationUtility.exe.config file located in same folder SDKToolsConfigurationMigration. Search for “numberofinputthreads” and change value from 5 to 20 or more based on requirement. Once updated tool will initialize 20 threads and data will be imported comparatively faster.