Category: Dataverse

Modern Model App designer (preview) – Dataverse (Dynamics 365)


A new Model App designer (preview) was added to the platform recently.

It follows a page-based authoring approach and resembles the new UCI.

Within the Maker Portal, while create an new Model-Driven App, we can select Modern App designer (preview)

Provide the name and description to the app and click Create.

Click on Play to see how the default app looks like

Now let us add the lead and contact entity and some dashboards to it.

Click on New Page

Select Table based view and form. The other option is Dashboard.

Search and select Lead and Contact and leave it checked – Show in navigation option

This adds the form(s) and view(s) for the table selected.


We can click on form and view and can either let all the forms and views selected by default or can specify specific views and forms.

“No forms have been explicitly selected. All forms will be available by default.”

Similarly, we can add a Dashboard

Here we have selected 2 dashboards and kept the option – Show in navigation checked.

We can update the title of the Dashboards added.

From the navigation menu, we can arrange the components added -i.e. move them up and down and as well remove them.

We can also add new Group and also the Subarea of type either Table or Dashboard.


Save and Publish the change and click on Play.

Our App is ready.

Similarly, we can edit an existing App in the new preview designer.

We can also Switch to classic 

Our Classic App Designer à

Lastly, the Data section in the new designer allows us to edit our entity/ table.

DataSection

Hope it helps..

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How to – Enable Notification in Model-Driven App (Dynamics 365)


By making use of appsetting and settingdefinition table, we can enable notifications in the Model-Driven App. (not sure if it is documented somewhere / or supported way) – so try in a trial environment.

I think the supported way is through customization.xml 

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/events/form-onsave#enable-async-onsave-using-app-setting

Thanks to the below post and tweets by Mehdi EL Amri, which describes the steps to be followed.

https://xrmtricks.com/2021/05/26/a-glance-of-the-onload-event-on-a-model-driven-app-form-async-onload-event/

Basically, we need to add a new record inside appsetting table which will have reference to the settingdefinitionid of that particular setting (Alert notification early access) inside settingdefinition table along with id of the app to which we want it to be associated.

  • Let us get the settingdefinitionid for Allow notification early access.

  • App Id for the Sales Hub.

  • Here we are creating a new record through a console application

  • parentappmoduleid – appid of the model driven app
  • settingdefinitionid – id of the specific setting
  • uniquename – name
  • value – set as true

Now let us create a flow on the creation of contact which will send the notification. (create the notification record)

On creating the contact record, we can see the notification inside our Sales Hub.

Settings allow us to enable/disable toasts and set the toast duration as shown below

Hope it helps..

 

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Azure Synapse Link / Export to Data Lake Service – Performance (initial sync)


Recently we configured the Export to Data Lake service for one of our projects.

Just sharing the performance, we got during the initial sync.

Entity

Count

Contact

2,36,2581

Custom entity

1,61,3554

The sync started at 11:47 A.M and was completed around 4:50 P.M. – around 5 hours i.e. 300 minutes

Let us consider total records synced as 3975000 – 1613446 + 2362581 + 2 = 3976029.

So the performance here comes down to

  • 795000 records per hour
  • 13250 records per minutes
  • 220 records per second.

Of course, it will vary depending on the specific environment, table / entity type, attributes in it etc. it gives us a rough idea.

Posts on Azure Data Lake

Hope it helps..

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Retrieving security role privileges changes (audit) using KingswaySoft’s Dynamics 365 SSIS Integration Toolkit


We can specify Source Type as AuditLogs within the CDS Source Component Editor of KingswaySoft to fetch the Audit information.

Get the details :- https://nishantrana.me/2018/10/08/using-kingswaysofts-cds-crm-source-component-to-get-audit-information-in-dynamics-365-ce-ssis/

The Souce Type – AuditLogs includes Output type – Audit Details (Role Privileges), which can be used to fetch any audit information related to security roles.

Audit Details (Role Privileges) contains 4 columns, which we have mapped to columns in excel.

  • AuditId
  • OldRolePrivileges
  • NewRolePrivileges
  • InvalidRolePrivileges

Let us execute the package

The output à

Here, the 1st row is when a new security role was created, the 2nd row is when an existing security role was updated and 3rd row is when a security role was deleted.

To get the complete information we need to combine this information (id which is auditid – first column) with the Primary output.

The columns of the Primary Output

After mapping, let us run the package with the Primary Output type.

Here below we can see the complete details by combining both the output using the auditid column

Note – to get the Audit Details (Role Privileges), we need to use SOAP – Service End Point type.

Also refer –

http://mscrmshop.blogspot.com/2016/06/auditing-security-roles-in-crm.html

http://www.kingswaysoft.com/blog/2019/10/16/Extracting-Audit-Logs-for-Multiple-CRM-Entities

https://nishantrana.me/2018/11/26/ssis-and-microsoft-dynamics-365/

https://community.dynamics.com/crm/b/mscrmcustomization/posts/ms-crm-audit-database-table-details

Hope it helps..

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Fixed – Initial sync status – Not Started – Azure Synapse Link / Export to Data Lake


Recently while configuring the Export to Data Lake service, we observed the initial sync status being stuck for one of the tables at Not started.

Manage tables option also was not working

All changes for existing tables are temporarily paused when we are in the process of exporting data for new table(s). We will resume writing changes for existing table(s) after we complete exporting data for new table(s) to the Azure data lake.

As it was seemed to be stuck forever, we tried Unlinking the data lake and linking it back.

Select Yes

We left the Delete data lake file system unchecked.

Created a New link to data lake with the same storage account.

We would get the below error à

An error occurred: Container: dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0 already existed with files for storage account: saazuredatalakecrm. Please clean dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

Basically, if we are using the same storage account for linking, we need to first delete or clean the container.

We cleaned the container.

And tried again.

This time it worked

Here we can check the Delete data lake file system option while Unlinking the data lake

This will perform the same step – deleting the files within the container.

If that doesn’t work or is not feasible, we should raise Microsoft Support Ticket.

https://powerusers.microsoft.com/t5/Microsoft-Dataverse/Added-new-Table-to-Export-to-Data-Lake-Now-Sync-is-blocked/m-p/924560#M11400

Check other posts on Azure Data Lake and Dynamics 365 – 

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

Hope it helps..

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Now Maximum of 10 alternate keys can be defined for an entity/table – 2021 Release Wave 1 – Dynamics 365


Previously, a maximum of 5 alternate keys could be defined for an entity.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/define-alternate-keys-entity#create-alternate-keys

With 2021 Release Wave 1, the limit has been increased to 10.

https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/data-platform/increased-alternate-key-limits

While trying to create the 11th key we will get the below error message as shown below

The table could not be updated: Maximum 10 EntityKeys are supported per Entity.

Check other posts on 2021 Release Wave 1  –

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

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