Dynamics 365 – Page 9 – Nishant Rana's Weblog

How to – Upload File to File Column using InitializeFileBlocksUpload and UploadBlock Request (Dynamics 365/ CRM)

Sharing a sample code, we can use to upload a file to the File Column

Also read –

https://nishantrana.me/2021/10/01/using-file-and-image-data-type-in-dataverse-dynamics-365/

File Attribute

https://nishantrana.me/2022/03/14/how-to-download-file-from-file-column-using-initializefileblocksdownload-and-downloadblock-request-dynamics-365-crm-dataverse/

Here we would upload the below file to one of the contact records.

For file size more than 4 MB we need to implement chunking and combine the data before committing.

On calling the method –

We can see the file uploaded to the contact record.

The restriction of using chunked upload for files greater than 16 MB has been removed, see the below code for full file upload. The chunking APIs are still kept for backward compatibility.

Example – .NET C# code for full file upload. (recommended way of uploading)

Hope it helps..

  private static void UploadFile(CrmServiceClient svc, string entityName, Guid recordGuid,
           string fileAttributeName, string filePath, string fileName)
        {
            // get the file content in byte array
            var fileContentByteArray = File.ReadAllBytes(filePath);

            var initializeFileBlocksUploadRequest = new InitializeFileBlocksUploadRequest()
            {
                Target = new EntityReference(entityName, recordGuid),
                FileAttributeName = fileAttributeName,
                FileName = fileName
            };

            var initializeFileBlocksUploadResponse = (InitializeFileBlocksUploadResponse)
                svc.Execute(initializeFileBlocksUploadRequest);

            // to store different block id in case of chunking           
            var lstBlock = new List<string>();         

            // 4194304 = 4 MB
            for (int i = 0; i < fileContentByteArray.Length / 4194304  ; i++)
            {
                var blockId = Convert.ToBase64String(Encoding.UTF8.GetBytes(Guid.NewGuid().ToString()));
                lstBlock.Add(blockId);
                
                var uploadBlockRequest = new UploadBlockRequest()
                {
                    BlockId = blockId,
                    BlockData = fileContentByteArray.Skip(i * 4194304).Take(4194304).ToArray(),
                    FileContinuationToken = initializeFileBlocksUploadResponse.FileContinuationToken
                };

                var uploadBlockResponse = (UploadBlockResponse)svc.Execute(uploadBlockRequest);
            }

            var commitFileBlocksUploadRequest = new CommitFileBlocksUploadRequest
            {
                FileContinuationToken = initializeFileBlocksUploadResponse.FileContinuationToken,
                FileName = fileName,
                MimeType = System.Web.MimeMapping.GetMimeMapping(fileName),
                BlockList = lstBlock.ToArray()

            };

            var commitFileBlocksUploadResponse = (CommitFileBlocksUploadResponse)svc.Execute(commitFileBlocksUploadRequest);
        }

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Fixed – User Presence not working – Customer Service Workspace / Omnichannel (Dynamics 365/CRM)

Recently while exploring Customer Service Workspace we could not see the presence being loaded for the users.

The first thing we need to check here is if the user has either the Omnichannel Agent / Supervisor role or Customer Service Representative role assigned. (it will not load even if you are a system admin or Omnichannel Administrator role only)

The next thing to check is the omnichannel record (Channel Integration Framework V2.0 Providers entity/table)

Check the value for the Channel URL field –

It should be

https://oc-cdn-ocprod.azureedge.net/convcontrol/ChatControl.htm?uci=true&clientName=zfp&cloudType=Public&env=prod&ocBaseUrl=https://unq0c996fcff27241fb845216a48ece6-crm.omnichannelengagementhub.com&ucilib=https://org749544d7.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js

Replace the first part in ocBaseUrl with your organization’s Unique Name (Customization > Developer Resources)

and second is the organization base url in the uclib.

If it still doesn’t work or gets stuck at 25 or 57 percent, check if you have security defaults enabled in the tenant if so either disable it.

Disable Security Defaults while login into Power Platform / Dynamics 365 – Nishant Rana’s Weblog

Or make sure the users have the multi-factor authentication set up on their account.

After we made sure all the above settings – we had the presence working for the users.

Get all the details here-

Troubleshoot issues in Omnichannel for Customer Service

Hope it helps..

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Solved – Disabled Turn on unified routing option in Dynamics 365 Customer Service Hub

Recently while trying to provision Unified Routing from Dynamics 365 Customer Service Hub in one of our trial environments (Service Management >> Service Configuration >> Unified Routing – Turn on unified routing.),

even after providing the consent multiple times (by clicking on Provide consent, with Global Admin role)

it kept coming as disabled and kept asking for providing the consent.

Opening in in-private browsing or a different browser didn’t fix it.

Clearing the cache also didn’t help – Empty Cache and Hard Reload
https://nishantrana.me/2018/02/28/empty-or-disable-cache-while-working-with-web-resources-in-dynamics-365-chrome/

The trick that worked here was creating a workstream record

which also triggered the provision of Unified Routing

And after our workstream record got created,

we could see the unified routing enabled successfully.

Hope it helps..

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How to – Unify (Map, Match and Merge) Entities in Dynamics 365 Customer Insights

In the earlier posts, we set up the trial of Dynamics 365 Customer Insights, configured our data sources, one from Microsoft Dataverse and the other from a local excel file.

In this post, we will unify the contact in our different data sources and create the Customer Profile.

Navigate to Unify, and click on +Select entities to select our contact entities from the different data sources for creating the customer profile.

We have selected all the fields from Contacts – Local Excel Data Source.

We have selected Id, emailaddress1, first name, gender code, last name, mobile phone field selected from the contact entity of CRMDataSource.

Click on Apply.

For CRM Data Source – Contact, we can see the field auto mapped as we have Intelligent mapping on by default.

For the primary key, we have specified ID as the primary key.

For Contact – Local Excel Data Source, we can see one field not mapped.

As we cannot find the field in the existing list of fields, we can type in and that will create the new field.

For the primary key, we have selected email.

Save the mapping.

Now let us move to Match.

Here we will define the order first.

Here we have specified our CRM’s Contact as the primary data source and specified that all the records from it should be included.

Next, we need to define the rules for matching the records between the data sources.

We have selected the email field and set the precision as Basic – Medium.

The other option for Precision is Custom, where a value between 1 to 100 can be specified and we can also add additional rules.

For now, we’d only keep the email address rule with precision as a basic – medium.

Save the changes and Run the rule.

We can see the results after some time.

Time for Merge now. Clicking on Merge, we can see that it has auto-combined 2 fields first name and last name.

We have the option of Editing, renaming, separating, excluding, moving fields up and down.

We’d save and run the Merge.

For Run, we have 2 options –

Run Only Merge will affect the unified customer entity, whereas Run Merge and downstream processes will run enrichment, segments, measures process followed by changes in the customer profile.

Here we have selected Run Only Merge.

After around 5 minutes we can see the Merge successful.

Clicking on Customers asks us to configure the last step – Search & filter index.

Click on Add fields to define fields for searching and filtering.

We have selected below fields for indexing

Save and Run.

After a couple of minutes, we can see the indexing is successful.

Click on Back to customers to see our customer profile ready.

We will explore other features of Customer Insights in the coming posts.

Hope it helps..

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How to – Delete Data Source in Dynamics 365 Customer Insights

While trying to delete a data source we might below error if we have already used it for Match and Merge for defining the customer profile.

“Couldn’t delete data source. To process, remove its entities from: Match, Merge.”

Click on Enrichment

Navigate to Match.

Here also we cannot remove the entities in Unify as we have already used them in Merge.

So let us navigate to Merge.

Select all the fields from the DataSource (CRMDataSource in our case) which we want to delete, and click on Exclude.

Save the changes.

Now navigate back to Match and we will get the option to remove the CRMDataSource.

However, we will still not see the option to save the change as we just have 2 entities there.

Here we can add a different data source’s entity, e.g. we added the contact from our test data source.

And saved the changes.

Now as the last step we need to remove the entity from the Map also.

Click on Edit fields and unselect the entity, followed by Apply.

Navigating back to Data Sources, we were able to delete the Data Source successfully now.

So in short, if we need to delete a data source, which we have configured for customer profile, we need to first remove its references from Merge, Match and than Map.

Hope it helps..

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