Dataverse – Page 46 – Nishant Rana's Weblog

Sample AppId / ClientId and RedirectUri for quick prototyping (Dataverse / Dynamics 365)

At times we want to quickly try out few things (PoC) by writing a console application or running an SSIS package etc., there we can use the sample ClientId and RedirectUri provided by Microsoft, instead of registering the application in Azure AD / creating Application User

Sample AppId or ClientId = 51f81489-12ee-4a9e-aaae-a2591f45987d
Sample RedirectUri = app://58145B91-0C36-4500-8554-080854F2AC97

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

Connection String within a console app à

CDS /CRM Connection Manager of KingswaySoft ->

or use Interactive Login – https://nishantrana.me/2021/07/01/interactive-login-option-in-cds-crm-connection-manager-in-kingswaysoft-dynamics-365-integration-toolkit/

Also check out -Sample Code (Dynamics 365 Web API) https://nishantrana.me/2021/01/06/sample-code-dynamics-365-web-api-organization-service/

Hope it helps..

 private void Form1_Load(object sender, EventArgs e)
        {

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

            CrmServiceClient svc = new CrmServiceClient(ConnectionString);

            if (svc.IsReady)
            {
              
                 // do the needful

            }
        }

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Can we update ‘SYSTEM’ user in Dynamics 365 / Dataverse?

We recently were asked to check the possibility of updating the SYSTEM user specifically the primary email field of it.

https://docs.microsoft.com/en-us/power-platform/admin/system-application-users

Usually, we use SYSTEM user to specify the plugin’s execution context for business requirements that needs elevation of privileges.

And also we can neither update it from the user interface nor it is recommended to update the SYSTEM user.

If we try to update the user through code, we’d get the below error message

Error updating Users – No modifications to the ‘SYSTEM’ or ‘INTEGRATION’ user are permitted. [See the Execution Plan tab for details of where this error occurred]

Hope it helps..

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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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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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Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake

To begin with, here we have already configured the Azure Synapse Link /Export to Data Lake service and have configured Account, Contact and User table for the sync.

Check posts on Azure Synapse Link/ Export to Data Lake service:

https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/

Let us now create the Power BI report on the exported data –>

Click in Get Data and select Azure >> Azure Data Lake Gen 2 connector and click on connect.

Navigate to the storage account and the container within it and click on Container properties.

Copy the URL

Replace the blob part https://saazuredatalakecrm.blob.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

with the dfs

https://saazuredatalakecrm.dfs.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

Enter the URL and select CDM Folder View

In case if you get the “Access to the resource is forbidden” error.

https://nishantrana.me/2020/09/07/error-access-to-the-resource-is-forbidden-while-trying-to-connect-to-azure-data-lake-storage-gen2-using-power-bi-desktop/

Here we have selected the Contact, Account, and System User table.

Click on Load.

Here we’d create a basic report that shows Contact’s full name, email, along with Account Name (left join with Account) and Owning User Full Name (left join with System user)

Let us choose the appropriate columns from the contact table.

fullname, emailaddress1, owninguser, ownerid_entitytype, parentcustomerid, parentcutsomerid_entitytype, parentcustomeridname

Now to get the full name of the owning user and the Account’s name, let us left join the contact table with the system user and account table.

Select Merge Queries as New in the Power Query Editor.

Merge Contact with Account

Merge with System User

Expand the account column and select the name field for the merged query.

Similarly, select fullname for the systemuser.

Close and apply the updates.

Below we have our report ready.

Save and publish the report.

More posts on Power BI – https://nishantrana.me/2018/11/24/power-bi-and-microsoft-dynamics-365/

Hope it helps..

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How to – Use Advanced lookup in Model-driven Power Apps / Dynamics 365

To enabled Advanced Lookup, log into to Power Platform Admin Center, navigate to

Environment >> [Select Environment] >> Settings >> Behavior

Enable the Lookup behavior and Save.

This adds the Advanced Lookup option in the Lookup dialog.

Clicking on it opens the Advanced Lookup Grid

We can perform SEARCH within a selected View, CHANGE a view, can FILTER it the results further to show only records owned, ADD a new record, SORT the grid.