Nishant Rana

Interactive login option in CDS/CRM Connection Manager in KingswaySoft Dynamics 365 Integration Toolkit

With the new release, the CDS/CRM connection manager adds a new Interactive Login option in the CDS/CRM Connection Manager for Authentication Type as OAuth.

Interactive login allows the user to log in using his account details (to establish the connection with CRM) without the need for registering the application in the Azure Active Directory.

This is supposed to be used only during design time.

Enter User Name and the CDS/CRM URL and click on Test Connection.

The login screen pops up, where we can enter the credentials and sign in.

We’d receive the Test connection succeeded message.

Now we are ready to use the CRM Connection.

Now when we will run the package from within the Visual Studio (SSDT), it will again ask for entering the credentials.

The other option is to use the OAuth Type Password along with default Client App ID and Redirect URL

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/xrm-tooling/use-connection-strings-xrm-tooling-connect

Hope it helps..

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Environment History in Power Platform Administration Center

A new feature recently added in the platform is the capability for the Power Platform administrators to see different operations performed in the environment.

Select History or select Full History from the Recent Operation section

For e.g. we can see the below details listed

Create – Start time, Initiated by, Status.
Copy – Start time, End time, Initiated By, Status.
Edit etc.

Also check out –

Set Custom Message and disable background processes inside the Administration mode for Environment

https://nishantrana.me/2021/05/11/set-custom-message-and-disable-background-processes-inside-the-administration-mode-for-sandbox-and-production-environment-power-platform/‘

Hope it helps..

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How to – Enable parent check option during Merge – Dynamics 365

The duplicate detection/merge feature has been optimized in the platform

https://nishantrana.me/2020/10/29/improved-duplicate-detection-and-merge-experience-in-dynamics-365-for-sales-2020-release-wave-2/

and now uses the new interface replacing the legacy web client.

The legacy experience –

The enhanced experience – now with merge option.

Merge allows to select up to 2 records to merge. Selecting more than 2 records to merge gives the below error.

And Merge button will also get disabled.

Below are the different options available while performing Merge.

Merge records by choosing fields with data.
View fields with conflicting data.
Enable Parent check

In case of qualify we are able to select 2 matching records for merge

The merge process is always asynchronous. The merge also merges any child records.

As per Microsoft Docs, to find the progress of the cascading operation triggered as part of the merge, navigate to System Jobs in Audit and Logs settings within the Admin portal.

Filter by Cascade Operations

The Enable parent check option, if checked, will result in failure during merge operations if records are deleted while the system job is running. We need to uncheck this option if we want merge to continue even if a record is deleted while the Merge job is running.

There could be other reasons because of which merge operations could fail.

Get all the details here –

https://markcarrington.dev/2020/08/14/msdyn365-internals-async-record-merging/

Hope it helps..

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Fixed – We are having trouble loading your form preview. Check to make sure you have access error in Power Apps

While trying to open a form for customization for a custom entity we were getting below error within the maker portal.

The user was an admin user.

The same was the case in both Chrome and Edge browsers.

The only way we could proceed was by switching to classic experience.

Switching to Classic worked

After updating the form in classic and publishing the changes, the form started working properly in the maker portal also.

We were able to customize the form in both Chrome and Edge.

Hope it helps..

Fixed – AuthorizationFailed. The client with object id does not have authorization to perform action ‘’Microsoft.Authorization/roleAssignments/write’ over scope ‘storageaccount’ – Azure Data Lake

While configuring the Azure Synapse Link/ Export to Data Lake service, we were getting below error for one of the users.

{“code”:”AuthorizationFailed”,”message”:”The client ‘nishantr@pmaurua105.onmicrosoft.com’ with object id ‘d56d5fbb-0d46-4814-afaa-e429e5f252c8’ does not have authorization to perform action ‘Microsoft.Authorization/roleAssignments/write’ over scope ‘/subscriptions/30ed4d5c-4377-4df1-a341-8f801a7943ad/resourceGroups/RG/providers/Microsoft.Storage/storageAccounts/saazuredatalakecrm/providers/Microsoft.Authorization/roleAssignments/2eb81813-3b38-4b2e-bc14-f649263b5fcf’ or the scope is invalid. If access was recently granted, please refresh your credentials.”}

The current Role assignments of the user were as below.

To resolve it we need to give the Owner role to the user configuring the Export to Data lake service on the Storage account. (apart from System Admin role within Dynamics 365)

https://docs.microsoft.com/en-us/powerapps/maker/data-platform/export-to-data-lake#prerequisites

After assigning the Owner Role (and removing the other roles), it worked successfully.

Check other posts on Azure Data Lake/ Azure Synapse Link –

Posts on Azure Data Lake

Hope it helps..

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Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365

The ReadyXRM Blog by Nick Doelman

Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365.

The post was likely popular because there were different components in the setup process and Microsoft never did a great job explaining all the pieces and steps.

Another challenge installing the tools was that it required SQL Server Data Tools 2015, even after there were newer versions, and many started the process assuming the latest version would work (it didn’t).

Microsoft has finally updated the tools that can run on the latest versions of Visual Studio (2019) so here is an all-new, all-fresh version of how to install the tools you need to create SQL Server Reporting Services Reports that will run on model-driven Power Apps and Dynamics 365 (Customer Engagement Apps).

As a bonus, at…

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