Dataverse – Page 41 – Nishant Rana's Weblog

How to – Use Business Rules to Disable / Read-only fields in Editable Grid (Dynamics 365 / CRM)

In the previous post, we saw how to use Field Level Security and JavaScript to disable field/column in the Editable Grid Control.

How to – Disable / Read Only fields in Editable Grid control (Dynamics 365 / CRM) – Nishant Rana’s Weblog

We can also use Business Rules to achieve the same.

Here we will be disabling the email field.

Below is our sample business rule to lock the email field.

The result – we have the field locked/disabled in the editable grid control.

Couple of things we need to take care of

1^st the field that we are using in the condition inside business rule, last name in our case, should be there in the view.

And the Scope of the Business Rule should be either – Entity or All Forms.

Also check – https://nishantrana.me/2022/02/15/power-apps-grid-control-in-model-driven-apps-dynamics-365-crm/

Hope it helps..

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How to – Free up File Usage – Dataverse Storage Capacity (Dynamics 365 / CRM)

Recently we saw File usage for one of the environments reaching around 68 GB.

We managed to bring it down to around 10 GB or so by (Microsoft Support quickly helped us by sharing the required details here)

Deleting the System Job of Type Workflow with Status as Successful.

How to – Immediately (sync)bulk delete AsyncOperation or Workflow System Job records in Dataverse (Dynamics 365 / CRM)

We ran Bulk Deletion Job to delete successful and suspended System Jobs.
Settings >> Data Management >> Bulk Record Deletion

We can also delete attachments or emails or notes having attachments either through Advanced Find or Bulk Deletion job if not using them.
Uninstalled the Analytics Solution for Sales to delete the analytics data.

https://docs.microsoft.com/en-us/dynamics365/sales/uninstall-sales-insights#how-to-uninstall-sales-insights

Disabled the Analytics / Insights for Customer Service Hub.

Customer Service Hub >> Service Management >> Insights (Settings)

Nicely explained here –

https://community.dynamics.com/365/f/dynamics-365-general-forum/416139/customer-guide-how-to-reduce-consumption-of–analytics-tables

Also, check

https://docs.microsoft.com/en-us/power-platform/admin/free-storage-space

Hope it helps..

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How to – Immediately (sync)bulk delete AsyncOperation or Workflow System Job records in Dataverse (Dynamics 365 / CRM)

Recently we noticed File usage of some of our environments reaching around 50 GB, and most of it was because of the AsyncOperation table.

So to quickly delete the AscyncOperation records the option we can choose is –

Create a new Bulk Record Deletion job from Settings >> Data Management

Select System Jobs table and filter as System Job Type equals Workflow

Select Bulk deletion job start time as Immediately

The Immediately option will only be available –

For entity – System Jobs
Filter Criteria is System Job type equals Workflow (we can add additional criteria)
User has organization-level
delete rights on AsyncOpertion entity.

This will only delete the AsyncOperation records that are in the completed state of system job type workflow.

It will delete 1 million records whenever it is run. If there are more than 1 million records, it will have to be run again.

The key part is that it will delete the records through direct SQL Execution, so the records will be deleted immediately, rather than each record going through the delete pipeline, thus improving the performance immensely.

Back to our bulk deletion job, we can click on Submit to initiate the deletion.

We encountered a few errors when submitting, the solution was to keep trying, and eventually it will get submitted successfully.

After successful submission, we can see all our completed workflow system job records deleted immediately.

Also as it is Sync Job, we will not see it listed in Bulk Record Deletion views.

Get more details here –

https://cloudblogs.microsoft.com/dynamics365/it/2018/06/21/cleaning-up-records-from-the-asyncoperationbase-workflowlogbase-table/

https://docs.microsoft.com/en-us/power-platform/admin/free-storage-space#reduce-file-storage

Hope it helps..

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Microsoft.Crm.CrmException: An application user’s access mode cannot be changed error in Dataverse (Dynamics 365 / CRM)

Just a short one –

As the error message suggests “An application user’s access mode cannot be changed “, it is not possible to change the Access mode of an application user from Non-interactive to either administrative or Read-write.

While trying to change the Application User’s Access Mode to Read-Write, the error message –

Get all the details about different type of users –

https://docs.microsoft.com/en-us/power-platform/admin/create-users#user-types

also check – https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/367844/when-uisng-non-interactive-users-when-using-application-users

Hope it helps..

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Sample Code – Update format of Autonumber attribute in Dataverse (Dynamics 365 / CRM)

At times we may have a requirement to update the format of the Auto Number dynamically / programmatically so that the new set of records take up the new format.

Let us understand through a simple example.

Right now for the below field, we have the auto-number format set as

{SEQNUM:4}

Below is the sample code to update the auto-number format programmatically.

It makes use of our RetrieveAttribute and UpdateAttribute requests.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-auto-number-attributes?view=op-9-1#autonumberformat-options

We have retrieved the attribute then have specified a new auto number format, followed by update request.

After executing the above code successfully, and creating a new contact record we can see the new number generated as per the specified format.

Sample Code –

        string ConnectionString = "AuthType = OAuth; " +
              "AppId=51f81489-12ee-4a9e-aaae-a2591f45987d; " +
              "Username=test@test.onmicrosoft.com; " +
              "Password=test; " +
              "RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;" +
              "Url = https://test.crm.dynamics.com/;";


        CrmServiceClient svc = new CrmServiceClient(ConnectionString);

        if (svc.IsReady)
        {
            var retAttributeRequest = ((RetrieveAttributeResponse)
                             svc.Execute(new RetrieveAttributeRequest
                             {
                                 EntityLogicalName = "contact",
                                 LogicalName = "cr59f_myautonumber",
                                 RetrieveAsIfPublished = true
                             })).AttributeMetadata;

            retAttributeRequest.AutoNumberFormat = "MyFormat-{SEQNUM:6}-{DATETIMEUTC:yyyyMMddhh}-{RANDSTRING:6}";

            var updateAttrRequest = new UpdateAttributeRequest
            {
                EntityName = "contact",
                Attribute = retAttributeRequest
            };

            var updateAttrResponse = (UpdateAttributeResponse)
                svc.Execute(updateAttrRequest);

Check other posts on Auto Number attribute –

Hope it helps..

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Manage and share views in Modern Advanced Find – Dataverse (Dynamics 365 / CRM)

Let us have a quick look at this new feature introduced as part of 2022 Release Wave 1.

Make sure we have updated the environment to 2022 Release Wave 1.

Then navigate to [Environment] >> Settings >> Features

Switch On – Modern Advanced Find and Allow users to hide system view

Reset Default View is the only option available before we switch on the Modern Advanced find feature.

After enabling the Modern Advanced Find feature –

We get the option to Search Views as well as Manage and share views

Search Views – It allows us to filter / search within the views.

Manage and share views – It opens the dialog listing the views.

We can sort by

Personal before system, A to Z
System before personal, A to Z
A to Z

To hide a view we can select hover and select the option to hide.

With Allow users to hide system views option switched on, the user has the option to hide system view also, else he could only hide the personal views.

For System Views, we have the option to either Hide or Set as a default view.

For Personal Views, we have more options like

Hide, Set as default view, Share etc. as shown below.

Learn everything about the new Modern Advanced Find View – https://jukkaniiranen.com/2022/02/modern-advanced-find-test-drive/

https://powerapps.microsoft.com/en-us/blog/modern-advanced-find-with-enhanced-view-management-in-model-driven-apps/

Hope it helps..

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