Nishant Rana

Dynamics CRM: To Set or Not To Set MaxConnectionTimeOut CrmServiceClient?

Do you ever wonder when usingCrmServiceClient, why there is a setting for extending theMaxConnectionTimeOut? In my current company, I have faced a timeout issue when CRM processExecuteMultipleRequestthat contains 1000 of data. One thing that I know based on the return error, by default, when we are usingCrmServiceClient, the default timeout is set for 2 minutes. And because of this, here is the result of my investigation.

For my investigation, I created a plugin with this below logic (to wait for 3 minutes to trigger Dynamics CRM Plugin timeout) and register it in theMessage: UpdateandStage: PreOperation:

using Microsoft.Xrm.Sdk;
using System;
using System.Threading;
namespace DemoPlugin
{
    public class Plugin1 : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            Thread.Sleep(TimeSpan.FromMinutes(3));
        }
    }
}

Then I created a simple exe program that will update the same data for 5 times and using ExecuteMultipleRequest

View original post 855 more words

How to – use Associate Entities and Disassociate Entities Event in Audit to check Security Roles changes in Dynamics 365

Let us assign the System Customizer role to the user John Denver save it and then remove the same.

Let us check the Audit records generated for it.

We can see 2 records with event Associate Entities and Disassociate Entities with security role name – System Customizer created in the Audit Summary View as shown below.

Here the entity will be Security Role.

Let us assign 2 more roles to the user.

As expected we can see 2 records, with event Associate Entities.

Now let us see what happens when we update the Business Unit of the user. If you remember, assigning a new business unit removes all the existing security roles of the user.

Well this can be controlled now through DoNotRemoveRolesOnChangeBusinessUnit
setting – https://nishantrana.me/2022/01/05/how-to-change-users-business-unit-without-removing-the-security-roles-in-dynamics-365-powerapps-enableownershipacrossbusinessunits-setting/

Here we have changed the business unit of user 2, he had salesperson, system administrator, and system customizer roles assigned.

We can see the business unit change is recorded.

From Audit History of the user record – we can check all the Associate Entities and Disassociate Entities record that will give us the details of the previous Security Roles user was having before the Business Unit change.

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Identify entities with same names in Dataverse Power Automate connector | [Quick Tip]

D365 Demystified

Often times, while using Power Automate with Dataverse, you may have come across scenarios where it was difficult to identify the entities with same names.

Scenario

When trying to pick entities with same names, like Attachments, so we don’t need to guess when you can confirm.

Peek Code

So, you can use Peek Code to take a look at the entity name i.e. the backend name of the entity which you have picked –

Click on the 3 dots on the action, and select Peek Code.
And as you can see, you can identify which entity is selected with the same name. You’ll need to know the correct backend name which you intend to select.
“activitymimeattachments“

“attachments“

I also suggest this is useful when picking other options elsewhere. Do let me know in the comments below as to where all you applied this. 😊

Hope this…

View original post 175 more words

How to – Change the display name of user in Microsoft 365

Recently we had to update the display name of one of the users.

Below are the steps to achieve the same –

Navigate to Active Users

Select the user, click on ellipsis (…) and select Manage Contact Information

Edit the details and click on Save changes.

After successful update.

We can see the display name changed for the user and the same reflected at other places immediately.

Hope it helps..

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How to – Use Power Apps Ideas (preview) to generate Power Fx Formulas.

Let us have a quick look at the powerful Power Apps Ideas feature with a few examples.

Power Apps Ideas feature works for –

Items property – Gallery and Data table control.
Data Sources – Microsoft Dataverse, Microsoft Lists, Excel, SharePoint.
Data Types – Text, Whole Number, Decimal Number, Date and Time, Choice, Boolean.
It is only available in environments in the US region with en-us as the browser’s default language.
Check the list of supported Functions

The feature can be controlled from the Settings within the App.

Let us check some of the examples of natural language transformation to Power Fx Formulas.

We have a sample canvas app with the gallery control bound to Contacts (Dataverse).

Select the Gallery control, and navigate to the Ideas tab.

Let us first sort the contacts by Last Name. As we type we get the IntelliSense support.

We have our condition ready to sort by Last Name now let us click on Get ideas.

We can see the formula generated for the same. We can click on Appy to apply the formula.

As a result of applying the formula, we have the contacts sorted by Last Name.

Let us try a filter – filter contacts where the first name starts with N.

On applying the formula, the result –

Another example of a filter based on Created On.

Filter based on text –

Filter with multiple And conditions –

At times we would have to tweak the generated formula to get the desired result if it is interpreted differently.

We saw the transformation of the natural language, now let us check the transformation of the examples to Power FX Formulas, for this let us select the fields inside the gallery.

As an example, if we only want the initials of the first and last name instead of the full name, we can change the name to the initials and click on Get Ideas.

Let us change it to C M, followed by selecting Get ideas and Apply.

Next, let us change the date format to include the seconds part and the name of the month.

From –

Here we added the name of the month and the seconds in the example and clicked on the Get ideas, which generated the formula, followed by Apply.

We can see the result as expected.

Thus Power App Ideas make it easy for users to quickly apply the correct formulas using natural language and examples.

Get all the details here – Power App Ideas

Hope it helps..

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How to – Add users to the Queue – using Manage NN relationships XrmToolBox Plugin and AddPrincipalToQueueRequest (Dynamics 365)

Recently we implemented Unified Routing for one of our projects, and as part of testing we were supposed to add multiple users to different queues (advanced queues in case of unified routing).

So we were looking for a way to do this either through any existing tool or programmatically.

Well, using the Manage NN relationships XrmToolBox plugin we can add users to the queue. (Thanks to Prashant for suggesting this)

Just as an example, we want to add the below users

to the following Queue named Test, which currently has only one user added to it.

Below is the sample CSV file we have created having the name of the Queue and the email id of the users to be added.

Now let us open the Manage NN relationships tool and specify the appropriate values there.

Here we have specified the First Entity as Queue and the Second Entity as System User.

For Queue we have selected Name and for System User, we have specified Primary Email as the attribute to be considered while importing the data.