Nishant Rana

How to – Delete Data Source in Dynamics 365 Customer Insights

While trying to delete a data source we might below error if we have already used it for Match and Merge for defining the customer profile.

“Couldn’t delete data source. To process, remove its entities from: Match, Merge.”

Click on Enrichment

Navigate to Match.

Here also we cannot remove the entities in Unify as we have already used them in Merge.

So let us navigate to Merge.

Select all the fields from the DataSource (CRMDataSource in our case) which we want to delete, and click on Exclude.

Save the changes.

Now navigate back to Match and we will get the option to remove the CRMDataSource.

However, we will still not see the option to save the change as we just have 2 entities there.

Here we can add a different data source’s entity, e.g. we added the contact from our test data source.

And saved the changes.

Now as the last step we need to remove the entity from the Map also.

Click on Edit fields and unselect the entity, followed by Apply.

Navigating back to Data Sources, we were able to delete the Data Source successfully now.

So in short, if we need to delete a data source, which we have configured for customer profile, we need to first remove its references from Merge, Match and than Map.

Hope it helps..

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How to – Delete Audit data by entity / table, date, user access, and specify retention duration – updates in Dataverse (Dynamics 365 / CRM)

Recently we saw a new update in our sandbox environments with regards to Audits.

We can see a new section Auditing added.

Click on Delete logs allows us to –

Delete logs by Table

We can select the tables there.

Delete only access logs data.

Delete logs up to the selected date.

And now we can also manage or specify the retention duration for the audit log.

These are very useful updates to the Audit feature in the platform which more or less have been similar since CRM 3.0 days.

Check other posts on Audit –

https://nishantrana.me/2021/08/31/audit-entity-table-few-key-points-dynamics-365-power-apps/

https://nishantrana.me/2021/05/17/how-to-export-the-audit-history-values-from-dynamics-365/

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

How to – Use RetrieveAttributeChangeHistoryRequest to get audit data for an attribute (Dataverse/ Dynamics 365/ CRM) – Nishant Rana’s Weblog

Hope it helps..

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Couldn’t add resource. Microsoft Dataverse is in use error in Dynamics 365 Customer Insights

We might get the below error while trying to add Microsoft Dataverse Data source in Dynamics 365 Customer Insights.

“Coundn’t add resource. Microsoft Dataverse is in use”

As the error message indicates, this is because we have an already existing data source connected to that same organization.

We can edit the Data Source and can add entities to the same connection.

also delete the data source, if its entities are not used in Match and Merge

else we will get the below error message.

“To proceed, remove its entities from: Match, Merge”

In this case we will have to remove the entities from any Merge and Match configuration first.

Hope it helps..

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How to – Import Data from Dataverse / CRM to Dynamics 365 Customer Insights

In the last post, we had set up the trial version of Dynamics 365 Customer Insights.

https://nishantrana.me/2022/01/26/how-to-set-up-dynamics-365-customer-insights-trial/

Currently, our trial instance has no data.

We can ingest data into Dynamics 365 Customer Insights from Microsoft Dataverse either using Microsoft Power Query (Dataverse Connector)

or Microsoft Dataverse import method.

The Microsoft Dataverse import method doesn’t copy the data into the Customer Insights / Audience Insights Data Lake, however, it doesn’t allow for Extract, Transform, Load (ETL) as in the case of Microsoft Power Query data source.

Select Audience Insights >> Data >> Data Sources >> Choose your import method – Microsoft Dataverse

Provide a name to the data source and click on Next.

Enter the Server address, Sign in, and click on Next.

Select the Entity, here we have selected the contact entity for now.

We can see the data source is being refreshed.

We have the option of stopping the refresh.

We are having 100 records in our contact entity inside CRM.

It took around 5 hours for the refresh to complete successfully.

We have the option of Edit, Refresh and Delete on the Data Source after the successful refresh.

We can see the contact entity available within Data >> Entities section

Clicking on contact, we can see the Attributes used and Data in it as well as the option to download the data.

The download will be downloading the first 100K records.

Now when it comes to creating a unified customer profile through (MMM) i.e. mapping, matching, and merging, it requires a minimum of 2 entities to be there, to generate the Customer Profile.

In the next post, we will import some sample contact data from a local excel file and use it for further configuring our customer profile.

How to – Import Data from local data files to Dynamics 365 Customer Insights

How to – Unify (Map, Match and Merge) Entities in Dynamics 365 Customer Insights

Hope it helps..

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How to assign power automate per flow plan to your flow

Mohsin Khalid

Since Microsoft came out with their new licensing around the Power platform breaking the power apps licenses and power automate licenses apart there has been a lot of questions in the community forums and generally on how are power automates getting licensed. Short answer to that question is there are now two licensing options available if someone would like to enjoy the power of power automate and power automate is not included in the license options for power apps.

Power automate per user plan
Power automate per Flow plan

The per user plan is quite self explanatory and the license is assigned to the user like the previous power apps plan 1 and plan 2 licenses, this has a lower limit than the expensive per flow plan but does allow that particular user to create unlimited number of flows for themselves. The power automate per Flow plan has a different…

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D365 Quick Tip: Simple & Detailed Mode in Advanced Find

Change the advanced find mode as per your preference. Also we can hide a particular condition (row) through “Hide in Simple mode” option.

D365 Demystified

If you ever wanted to refine your Personal Settings and ever came across this setting that asks your to set the default mode in Advanced Find
setting

But didn’t observe the Advanced Find well? Here’s what it does

Simple Mode

As per Advanced Find behavior, the view which you are on is pre-selected in the Advanced Find.

And observe that the query is locked and you actually need to click on Details to expand it or make it editable
simpleMode

And then it expands like this
expanded

Detailed Mode

In Detailed mode, if you click on Advanced Find button, the query will already be in detailed view ready for you to be edited directly without you needed to click on Details as in Simple mode
advancedMode