The workflow cannot be published or unpublished by someone who is not its owner error while importing solution in Dynamics 365 CE

Recently after upgrade of our Dynamics 365 CE from 8.2 to 9.1, when the System Administrator tried importing the solution (managed), he got the below error

The workflow cannot be published or unpublished by someone who is not its owner.

Error while importing workflow {ec05f40d-fd14-46ab-96b3-be1f5b108ef3} type Workflow name Marketing List – Update CT Relationship: The workflow cannot be published or unpublished by someone who is not its owner.

What the error says is that the user who is importing the solution needs to be the owner of the workflow that is there in that solution.

http://gonzaloruizcrm.blogspot.com/2011/05/processesworkflow-ownership-faqs.html

https://stackoverflow.com/questions/17159920/crm-2011-ru13-the-workflow-cannot-be-published-or-unpublished-by-someone-who-is

The thing was that we have never got this issue earlier for that System Admin user and we would have imported the solution at least 10 times earlier as well. This time the only thing different was that it was in the newer version 9.1

Changing the owner of the workflow and assigning it to the one who is importing will fix this issue. However interestingly and as expected when we tried importing the same solution using a different system administrator (again not the owner of the workflow in the target system), the import was successful with warning.

“The original workflow definition has been deactivated and replaced”

Read the below post to understand how workflows are managed internally

https://www.inogic.com/blog/2010/11/workflows-behind-the-scene/

Please share your thoughts, if someone has faced this issue recently and how they managed to fix this?

And what caused the issue to the first system admin and worked for the other.

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Requesting the backup of Microsoft Dynamics 365 Online Database

In theory, requesting the backup of the online database seems very easy and straightforward. We basically need to raise a support ticket with Microsoft and provide the following details.

  • SQL Version – Standard or Enterprise
  • SQL Year of the version. In our case it was (Microsoft SQL Server 2016 (SP1) (KB3182545) – 13.0.4001.0 (X64) Oct 28 2016 18:17:30 Copyright (c) Microsoft Corporation Standard Edition (64-bit) on Windows Server 2016 Datacenter 6.3 <X64> (Build 14393)
  • Global Admin E-mail Address – to who the backup will be shared.

We had requested the same, some 3 weeks back. In our case, the Database size of our production was around 600 GB out of which 200 GB were occupied by Audit Data. For some business-specific reason, we wanted to have the backup of Audit Data with us before we delete it. Now, this Audit has a separate story with it, when we tried deleting it from UI we got the SQL Time Out issue and on raising the support ticket when Support Team tried the same through back end it, resulted in our Production Server being down briefly for few minutes. We also tried to take the back up through 3rd party tools using SSIS, however again we ran into some issue where the tool was not able to pull the Audit Data for few of the entities.

Well to cut the story short, it is around 21 days after we raised the request, and we are yet to receive the backup of our production database, we have been told that support team is actively working on it and it is because of the large size of the organization.

Will keep posting the update on the backup and the Audit deletion.

The purpose of this blog post was to share that certain things might seem straightforward and would have taken maximum few hours, could still run into issues and challenges causing delays. So, when we plan for it we need to aware of these factors as well.

Hope it helps..

HideCustomAction and Display \ Enable rule in Dynamics 365

Imagine a scenario where we have both the disable rule and HideCustomAction implemented for a ribbon button. Let us see with an example what will happen in this scenario.

First, let us implement the display rule to hide the Delete button from Contact form when it is in a disabled state.

For active record à

We can see the delete button in the command bar.

For disabled record à The delete button is not visible.

Now let us hide the button using HideCustomAction

Interestingly the Delete button is not available in case of the active contact record this time.

The reason for this is because the HideCustomAction button removes the specified node from the ribbon so that it is not rendered instead of hiding it. Therefore any other enable or display rules are not applied to that button.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/customize-dev/define-custom-actions-modify-ribbon#hide-custom-actions

Hope it helps..

Plugin on Pre-Validation Stage in Dynamics 365 CE

Recently we had a requirement to delete the Account record without deleting the associated Contact records.

If we try deleting the account record we’d get the following message box

The relationship definition can’t be updated as well to achieve this

So, we wrote a plugin on the pre-validation stage of pre-delete event of Account, which will retrieve and loop through all the child contact records and set its parent customer field as null.

In case of pre-operation the child records were not available.


public void Execute(IServiceProvider serviceProvider)
{
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
IPluginExecutionContext pluginContext = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService organizationService = serviceFactory.CreateOrganizationService(pluginContext.UserId);
EntityReference targetEntity = (EntityReference)pluginContext.InputParameters["Target"];
QueryExpression getContacts = new QueryExpression("contact");
getContacts.Criteria.AddCondition(new ConditionExpression("parentcustomerid", ConditionOperator.Equal, targetEntity.Id));EntityCollection allContacts = organizationService.RetrieveMultiple(getContacts);foreach (Entity contact in allContacts.Entities)
{
Entity contactToBeUpdated = new Entity("contact");
contactToBeUpdated.Id = contact.Id;
contactToBeUpdated.Attributes["parentcustomerid"] = null;
organizationService.Update(contactToBeUpdated);
}}

 

Another practical scenario

https://www.inogic.com/blog/2017/03/plugin-pre-validation-operation-to-show-an-error-message-as-well-as-log-the-error/

Hope it helps..

Power BI with Dynamics 365 CE – Dynamics 365 Content Pack

In previous posts we covered

Creating a Power BI Report using Dynamics 365 Online Service.

Publishing it and Showing it inside Dynamics 365 and scheduling its Refresh.

Apart from creating our own Power BI Report another way of quickly be up and running is to use the Content Packs provided by Third Party Service, for e.g. here we will be using Sales Analytics for Dynamics 365 content pack provided by Microsoft.

Login to the Power BI service, click on Get Data, select Services.

Select Apps and choose the Sales Analytics for Dynamics 365 from the AppSource.

If we search for Dynamics 365, we can see around 15 Apps provided by Microsoft.

Back into our Sales Analytics for Dynamics 365 App, when we click on Get in now we are presented with the option where we need to Specify the URL of our Dynamics CRM Online Service and Fiscal Year End Month Number for that organization.

In the next screen, we need to select OAuth2 as the authentication method and followed by signing in.

This installs the app which would be available in the Apps section.

Clicking on the installed Sales Analytics App opens the Dashboard

Clicking on Ask a question about your data inside Dashboard allows us to analyze the data by allowing us to choose the criteria

Here we have filtered the accounts by created on by month along with the owner

Also, we can see around 10 different reports created inside that app.

  • Sales Performance
  • Sales Leaderboard
  • Win/Loss Analysis
  • Top Won/Lost Details
  • Sales Pipeline
  • Sales Pipeline Dashboard
  • Sales Activity
  • Open Activities
  • Lead Analysis
  • Account Analysis

Similarly, we can create our own Content Packs to be shared with either specific group or with the entire organization.

Click on settings gear inside Power BI Service and select Create Content Pack

Here we are creating a content pack choosing the Dashboard, Reports and the Dataset that we created earlier in the previous posts.

Once published, the user 2 can click on Get Data and search for and can see the content pack.

Clicking on Connect adds the Dashboard, Report, and the corresponding Dataset to the My Workspace of the user. Only the user who had created the content pack can edit the artifacts that are part of Content Pack, however, the other user of the organization can save a copy of it and can work on it.

More on it

https://docs.microsoft.com/en-us/power-bi/service-organizational-content-pack-manage-update-delete

Hope it helps..

Power BI with Dynamics 365 CE – Refreshing the Dataset

In the previous post, we used Dynamics 365 Dashboard and Power BI Tile to show Power BI Dashboard and report inside Dynamics 365.

https://nishantrana.me/2018/08/20/power-bi-with-dynamics-365-ce-showing-power-bi-dashboard-tile-inside-dynamics-365-ce/

Now as a next step, we want to make sure that the users are looking at the latest data possible inside the Dashboard\Reports.

In case of Online Services like Dynamics 365 (Online), we have the option to manually Refresh the data.

To see it in action, let us create a lead record in Dynamics 365.

This is how our Dashboard looks like for now à

Now back in Power BI Service right, click on ellipsis for the Dataset and select Refresh Now.

We can see the newly created lead in our Power BI Report inside Power BI Service and Dynamics 365 CE.

The other option we have is to Schedule the refresh.

Navigate to the Dataset and select Schedule Refresh

We can select the Refresh Frequency as Daily or Weekly.

And we can set it to refresh up to 8 times per day as shown below.

With Power BI Pro License, we can complete the scheduled refresh 8 times a day whereas the Power BI Premium allows the refresh up to 48 times per day.

https://powerbi.microsoft.com/en-us/power-bi-premium/

Some helpful links

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

https://www.powerobjects.com/2018/01/11/power-bi-data-refresh-performance/

https://crmtipoftheday.com/category/power-bi/

Hope it helps..

Power BI with Dynamics 365 CE – Publishing Power BI Report to the web

In the previous post, we learned how to create a simple Power BI Report using Power BI Desktop

https://nishantrana.me/2018/08/20/power-bi-with-dynamics-365-ce-creating-report/

Now let us publish the report to Power BI Service from within the Power BI Desktop.

To do so, select the Publish button

Publish window will ask us to save the report file (if not saved) before we could publish it.

Here we are publishing it to the default “My Workspace” app workspace within Power BI Service.

Publishing the report from Power BI Desktop publishes both the report and dataset associated to it in the Power BI Service. We can think of DataSet as the Database.

After successful publish we can see the Report and Dataset being added inside the Power BI Service (https://app.powerbi.com)

From with Power BI Service, we have the option of Publishing the report on Web so that it could be accessed by anyone having that URL.

To do so,

Select File
à
Publish to Web to publish it.

The Embed dialog box pops up as shown below with all the information.

Clicking on Create Embed Code will open the confirmation dialog box, that shows the potential risk associated with sharing the information over the internet.

Here, clicking on Publish generates the link for the report and also the HTML code which can be used for embedding it within an IFrame.

Within Dynamics 365 CE, we can use this public URL to show it inside the IFrame component of the Dashboard.

The report within Dynamics 365 CE’s Dashboard.

Next, we will see how to create Dashboard from the reports created and how to share them with other users and how to use the Power BI Dashboard and Power BI Tiles feature of Dynamics 365.

Hope it helps.

Power BI with Dynamics 365 CE – Creating Power BI Report

To begin with, let us first create a Dynamics 365 Trial.

https://trials.dynamics.com/

After our CRM trial is setup up successfully, we will install the OOB Sample Data which we would be using for creating the Power BI report.

Next, we need to create a free trial for the above user to use Power BI Service.

Go to Power BI site, and click on Start Free to get started.

Use the same user account (trial) that was used to set up the Dynamics 365 trial.

https://powerbi.microsoft.com/en-us

Note: If we already have an organization account with Power BI License we can use it to log in to Power BI else can associate a free trial to the same organization account instead of creating a new one. The gmail, hotmail, yahoo etc personal account are not allowed. https://app.powerbi.com/.

Download the Power BI Desktop as well as click on Try Free.

Power BI Desktop is basically a feature rich windows application that allows us to get data from various services online or on-premise and develop Dashboard and Reports efficiently.

The alternate way to download is through Microsoft Downloads siteà

https://www.microsoft.com/en-us/download/details.aspx?id=45331

After installing it and signing in and click on Get Data ribbon button to connect to the Dynamics CRM Online.

Select Dynamics 365 Online as the Online Services to connect to.

Specify the Web API URL of the instance.

Copy it from Customization à Developer Resources

Select the Organization Account and Sign in to the CRM Instance.

In the Navigator window, we have searched Lead entity and clicked on Edit to select the columns that we need for our sample report.

In the Query Editor window, click on “Choose Columns“, we have selected the Revenue, Created On, Subject and Owning
User field to be used for the report.

Now to get the Full Name of the system user for Owning User, expand that column, and select Full Name as the value to be displayed as shown below.

Click on Close and Apply to apply the changes to the query and to go back to the main editor.

Back in the main editor, we can see the fields added.

Now from the Visualizations section pick any of chart type.

Here we have picked a Stacked Bar Chart to start with. We can drag the fields and specify Area, Legend, and Value and also use the Filters section to generate the report as shown below.

The report after adding the fields à

Similarly, we can add our filter in the FILTER section to filter the records further as shown below

We can also add multiple charts in the report by selecting it from the Visualizations section.

For e.g. here we have used a Clustered Column chart to see all the leads based on Owner and Created On Date.

This completes the creation of simple reports which uses Dynamics 365 Online as Data Source.

In the next post, we’d publish this report to Power BI Service and display it within Dynamics 365 CE.

https://nishantrana.me/2018/08/20/power-bi-with-dynamics-365-ce-publishing-power-bi-report-to-the-web/

Hope it helps..

User Security Manager – My first XrmToolBox Plugin

Being one of the biggest fan and the most frequent daily user of XrmToolBox, always had this wish to write a plugin for it.

Thanks to Prashant Maurya  (a dear friend and ex-Microsoft Employee) for making this wish come true. (Who played the major role in developing it).

The tool is called – User Security Manager.

The Plugin make it easy for the administrators to manage all the security related aspects of the system users. The tool also gives 360-degree information of the user in correspondence to business unit, security roles and teams.

In our current project we had around 180 users using the system divided into more than 50 business units, which involved frequent update of their business unit, changes in the security roles assigned, update in team assignment and also during testing we had to assign the same BU and roles to the test users in the org, which wasn’t that easy to do from the user interface.

So, the idea was to come up with a tool that will let an administrator to

  • View all the security roles that assigned to the user either directly or through the team that the user is member of.
  • View all the Teams the selected user is part of.
  • With just a single click, remove all the security roles assigned to the user.
  • With just a single click, remove user from all the teams that he is part of.
  • Easily assign and unassign single or multiple security role to the user.
  • Easily add or remove user from a single or multiple team.
  • Change the Business Unit of the user.

User Guide: –

Load all the users

After connecting to the organization, we can click on Load Users to load all the system users of the organization.

List details of the user selected

  • For the selected user, in User Detail Tab’s General section, we can get the general information of the user like First Name, Last Name, Title, Primary Email and Access Mode.
  • Next to the General section, we can see all the security roles assigned to the user either directly or through the teams the user is member of.
  • The Roles tab shows all the Roles assigned to the user and also the roles that are available in the business unit to which user belongs in Assigned and Available section along with their counts.
  • The Teams tab shows all the teams user is member of and also the teams that are available in the organization in Assigned and Available section along with their counts.

Remove all security roles of the user.

To remove all the security roles of the user, click on Remove All Roles button.

Remove user from all teams.

To remove the user from all the teams, click on Remove All Teams button.

Assign Security role to the user.

To assign security role to the user, check the security roles from the available security roles section and click on “<<” button.

To remove security role from the user.

To remove security roles from the user, select the roles from the Assigned section and click on “>>” button.

Assign User to Team(s).

To assign user to team(s), select the teams from the available section and click on “<<” button.

Remove user from Team(s)

To remove user from Team(s), select the team from the Assigned Section and click on “>>” button.

Change the business unit of the user.

To change the business unit of the user, select the Business Unit from the Business Unit drop down in General Section of User Details.

Please install it, use it and share your feedback which would help us to improve it

https://www.xrmtoolbox.com/releases/

Hope it helps..


	

Fixed – Invalid Export Business Process Not Activated error while exporting solution in Dynamics 365

While exporting a solution from our DEV, we got the below exception.

As the messages suggests to fix it we need to activate the process (which will create the corresponding entity for the BPF and add the entity in the solution). Or if already created simply add that entity if missing in the solution.

So we Activated the BPF.

Added the BPF specific entity.

Which then allowed us to export the solution.

Hope it helps..