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..

PLAN PROPERLY before using Back and restore and Copy instances in Dynamics 365

Update – 25 June 2018 – Took nearly 20 days to get both the instances up.

Update – 12 June 2018Support Engineer has been not been able to resolve either of the support ticket which were raised last Thursday 7th June. One instance is not opening and the other instance is not restored with the backup we had requested. They are unable to find the backup till now.

Recently we tried copying our DEV to one of the TEST instances. The idea was we were upgrading the click dimensions solution in our DEV so we wanted to make sure everything works fine after the upgrade and in case it didn’t we could then again copy it back from the TEST.

We had faced back and restore issues (instance failed) in the past so decided to go the Copy instance way this time.

However, we got the Instance Failed error on the TEST instance to which we were copying DEV to.

Interestingly the Edit, Reset, Delete etc option were still available and we could open the TEST instance (the original, as the copy of DEV had failed) without any issues.

Then we thought of giving a try again and started copy from DEV to TEST again. This time again it failed. And with no option of Edit, Reset, delete etc. and the Instance was also not opening.

The error à

Along with that we also tried Restoring the Backup in one of the other TEST instances, that also expectedly failed.

So basically, we ended up with 2 unusable instances.

A few weeks back also we faced the same with our Dev environment and the only way out was to raise the support ticket with Microsoft. That time it took 5 days for DEV to be restored. Imagine the development activity that came to halt.

Last year also we had faced this issue in Production and had to work with the support team for 16 – 20 hours continuously to get it restored.

So, if we have some critical activity planned like Production Deployment and we are counting on Back and Restore or Copy an instance to rescue us in case anything goes wrong after production deployment, we need to plan for this Instance Failure as well while restoring or copying.

Basically, be ready to raise a support ticket with the highest severity to restore things back, which could take hours or in worst case days and do all the production deployment over the weekend or have enough downtime allocated.

Hope it helps..

Using Lookup Transformation and Cache Transformation in SSIS for Dynamics 365 (using Kingswaysoft)

Recently while working in data migration project, we had a requirement to insert a record in CRM from SQL Database and assign it to the team insert.

For e.g.

We had a Transaction Record that had a Brand lookup in it i.e. n – 1 relationship.

And the Brand record had a lookup of Team in it again n – 1. So basically, while inserting the transaction record we wanted to assign the record to the team of the corresponding brand in it.

So, for this, we had to set the owner id and owner id type field while inserting the record.

And for owner id i.e. team GUID we had to do a lookup on the Brand entity.

To achieve so, we did the following step

Added 2 Data flow task in the Control Flow, one for Caching the Brand entity’s detail and other for using the fetching data from SQL DB, Lookup Transformation task and inserting the data into CRM.

For the first data flow task,

We added the Dynamics CRM Source and fetched the Brand Name and Team Lookup’ GUID field.

name field which will be used for mapping and teamid field whose value we need from it.

Then we added a Cache Transform task with following details,

Now for our second data task flow,

First, we added the OLE DB Source to fetch data from the source SQL View, having Brand (string) column in it.

Then we added the Lookup Transformation task with following properties,

Setting Connection to Cache Connection Manager defined earlier.

Now the most important part, the columns properties. Here we defined the mapping between the Brand field of the SQL View and name field of the Brand Entity of CRM and selected the teamid field as the lookup column whose value we would like to fetch as shown below.

Then we added Derived Column task to add one more column for specifying ownerid type field to be used in CRM Destination Component while mapping. We defined the field type as string and hardcoded the value as “team”.

And as the final step mapped the above fields to the corresponding ownerid and owneridtype field in CRM Destination Component for Create operation.

For ownerid, we selected the below option as we were setting the GUID of the team.

On running the package, we can see the transaction records getting created and properly assigned to the corresponding team of the brand.

The transaction record with Team set as Owner.

Brand record with Team lookup in it.

Hope it helps..

Operation on clone solution failed error during solution import in Dynamics 365

We’d get this error if we are trying to import a solution whose upgrade solution is already there in the target system.

So, either we need to Clone the Solution to remove the upgraded solution or we need to delete the Upgrade Solution. Deleting the Upgrade solution will only delete the solution it will not delete the components as it will already be there in the main solution whose upgrade has been imported.


Hope it helps..

The import of the solution failed – The specified role cannot be updated error in Dynamics 365

We got this error while trying to import managed solution to our TEST environment.

The detail of the error message clearly tells the reason for the error.

The error was because that we had a similar a role with same name in our TEST environment, and in DEV we had renamed that existing role and had created a new role with similar name.

So, while trying to import the solution, CRM was getting confused as it was able to find the role with same name but different id.

To fix this either rename the Role in DEV and export and import it back or rename the role in TEST to and them import the same solution.

Hope it helps..

The record could not be deleted because of an association exception in Dynamics 365

Recenlty while trying to delete product records, we got the below error.

The quick way to figure out which associated entity’s record could have restricted the deletion of the record, open the 1:N relationship for the entity.

Search for any Parental, Referential Restrict Delete or any System relationship that has Restrict set for Delete action.

In our case it was the System relationship of Product with Opportunity Product

With Restrict Behavior set for Delete action.

Deleting all the opportunity product record allowed us to delete the Product records.

Hope it helps..

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..

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.