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..

Fixed – 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.

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Sample code to hide out of the box reports using ReportVisibility class in Dynamics 365


Recently we wanted to hide OOB reports for our users.

One way of doing it is either change those report from Organization owned to personal

or change the Display in Area for those reports (this will hide those reports from all other views except the “All Reports, Including Sub Reports” view), as all other OOB Views for the reports uses the Reports Area filter. Another option of course is to update the filter criteria for those views or deactivate those views.

In our case, we simply updated the Display In property for all the OOB reports. Below is the sample code that we used. Basically, every report can have 0 or more (max 3) related Report Visibility records associated to it. (i.e. for forms, lists or reports area). In the below code we have looped through all the OOB reports and deleted all the associated ReportVisibility records for that report.

Hope it helps..

“Cannot delete an active workflow definition” error while importing solution in Dynamics 365


Recently while trying to import a solution (managed) to one of our test environments we got the below error.

import

The reason being one of the SLA(s) that was part of the solution was in Active stage in the test environment to which solution was getting imported.

Deactivating the SLA and then importing the solution again worked properly.

Hope it helps..

Solved – System.ArgumentNullException: Value cannot be null.Parameter name: SandboxAppDomainHelper.Execute: The plug-in type could not be found in the plug-in assembly in Dynamics 365


We got the below error while in one of our plugin assemblies. 

As it turned out we were referencing the latest, version 9 Dynamics 365 assemblies in our plugin project, against our Dynamics 365 Environment which was still in version 8.2.

Adding the appropriate NuGet Package (i.e. 8.2.0.0) fixed the issue for us.

The helpful post

http://blogs.it.ox.ac.uk/benwalker/2017/09/12/system-io-fileloadexception-error-in-plugin-deployed-by-crm-developer-toolkit-to-dynamics-2015/

Hope it helps..

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Microsoft.Crm.CrmException: GetAssemblyMetadata: expected mdtAssemblyRef or mdtAssembly while registering plugin assembly in Dynamics 365


While registering a plugin assembly through plugin registration tool we got the below error

The reason being we were using MSBuild.ILMerge.Task Nuget package and there were few assemblies being referenced in the plugin project that had copy local set as true.

https://nishantrana.me/2017/05/17/using-ilmerge-for-plugin-in-crm/

So eventually the single plugin assembly that was getting build had these assemblies also being merged in it, which led to the above error.

Setting Copy Local as False for those assemblies fixed the issue.

Hope it helps.