Category: Dynamics 365

Fixed – Failed to process metadata description. We ran into a problem publishing the form. Please try again while publishing the form in Dynamics 365


While trying to publish the case form we got the below error –

Error: We ran into a problem publishing the form. Please try again. (SessionID: a000b750-91e2-11eb-9fd2-8fd31814d5b2)

Adding/removing components, refreshing the form multiple times, etc. didn’t help, and we kept getting the error.

Eventually, we switched to classic to make the required changes. There also we got the same error.

However here we got the option to download the log file.

The exception message was –

Failed to process metadata description – Name : Entity Key

An item with the same key has already been added.

As we got the error while trying to add the subgrid, we renamed the subgrid which we were trying to add

Saving the change i.e. new Name and publishing the form this worked successfully.

Similar issue – https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/301844/an-item-with-the-same-key-has-already-been-added-error-while-publishing-an-entity/871480

Hope it helps..

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Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales


With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub.

Before 2021 Release Wave 1 à

With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub

The new personal setting area allows users to

  • Manage Insight cards
  • Manage Email Templates
  • Manage Email Signatures

Before 2021 Release Wave 1, the Manage insight cards settings were available inside the Sales Insight settings area

And Email templates and email signatures options were accessible within the Template section of the Admin Settings area. (In Customer Service Hub, these options are available within Customer Service Hub > Service > Templates section)

Both email signature and email template use the new editor

More on modern email template experience –

https://nishantrana.me/2020/08/20/modern-email-template-experience-in-dynamics-365-2020-release-wave-2/

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

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How to – Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms


Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms
by Debajit Dutta (MVP – Business Solutions) https://debajmecrm.com/

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New experience – Power Apps Mobile App- Preview


To enable the new experience for the app, navigate to the side menu and toggle on the New design (preview) option.

Old Experience New Experience
Home
The home page now shows Favorites and Recent Apps along with a Navigation bar to easily access apps.
Sorting / Search
Apps can be sorted based on Name and Modified date along with improved search experience.
Pin, Details, etc.

Swipe gestures are now supported, which allows quickly add a shortcut to the app and mark an app as a favorite.
Get from Play Store – https://play.google.com/store/apps/details?id=com.microsoft.msapps
Get from App Store – https://apps.apple.com/us/app/power-apps/id1047318566

Get all the details here –

Power Apps Mobile App

Check other posts on Power Apps Mobile App

Push Notification – https://nishantrana.me/2021/02/17/in-app-or-push-notification-model-driven-app-2021-release-wave-1-power-apps-dynamics-365/

Sub-grid and Form tabs improvements – https://nishantrana.me/2020/09/28/sub-grid-and-form-tabs-improvements-in-power-apps-mobile-app/

Hope it helps..

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Disable Security Defaults while login into Power Platform / Dynamics 365


Security Defaults provides preconfigured security settings such as MFA – Multi-factor authentication for all users, blocking legacy authentication protocols, etc.

Any tenant created on or after 22nd October 2019, will have this setting enabled for default.

    

An organization with complex security requirements could disable the security defaults and consider using Conditional Access instead.

Use Azure AD Conditional Access to block user access by device platform (Dynamics 365)

Use Azure AD Conditional Access to block access by country (Dynamics 365)

To disable Security default, login to Azure Portal

https://portal.azure.com

Navigate to Azure Active Directory > Properties

https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Properties


Toggle it to No and Save.


Hope it helps..

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Search this view capability on Grid in Dynamics 365


Search this view capability which was added in the product with 2020 Release Wave 1, searches on the fields specified in quick find view, but takes into consideration the selected view definition, when performing the search.

This is enabled by default.

Here Search this view will perform the search within the selected view i.e. All Contacts in this case.

The results show 3 records found within the All Contacts view, for the search term “alex”

The same search term returns blank in the case of Inactive contacts is selected.

The same applies to the sub-grids

To turn off this, select Yes for Use quick find view of an entity for searching on grid and sub-grids from General tab of System Settings

After applying the above change, we can see the text renamed to Quick Find within the Search Box.

Searching now, irrespective of the view selected, will perform the search across the records as per the definition of Quick Find view.

More on it

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Also read – Search limit on Quick Find

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Hope it helps..

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