{Quick Tip} Manage your Entity Forms when your CRM is exposed to Web and Mobile App

Debajit's Dynamic CRM Blog

Spoiler alert! Unlike other blogs, I am not going to update you about any new feature. Rather I am going to share my project experience in handling multiple forms designed for your Web and Mobile layouts.

You have exposed you CRM recently to Mobile Apps. When you expose your CRM to Mobile Application development, in most of the scenarios you would end up designing separate forms. Let’s take the example of Account entity. Say you have designed two forms

  • Account Web Form – This form is displayed to users while accessing CRM to Web
  • Account Mobile Form – Form displayed to users while browsing CRM on Mobile

And you have your users who will just access CRM through desktop and then some users accessing CRM through both Desktop and mobile.

First of all, as I have been across client locations, I find that some consultants still assume that to expose…

View original post 415 more words

My Interview at MSDynamicsWorld.com

Check out my interview at MSDynamicsWorld.com

https://msdynamicsworld.com/story/nishant-rana-goes-man-series-cricket-dynamics-mvp

2018-06-16_0941

Thanks MSDynamicsWorld.com and Linda Rosencrance.

Fixed – Invalid Export Business Process Not Activated error while exporting solution in Dynamics 365

While exporting a solution from our DEV, we got the below exception.

As the messages suggests to fix it we need to activate the process (which will create the corresponding entity for the BPF and add the entity in the solution). Or if already created simply add that entity if missing in the solution.

So we Activated the BPF.

Added the BPF specific entity.

Which then allowed us to export the solution.

Hope it helps..

PLAN PROPERLY before using Back and restore and Copy instances in Dynamics 365

Update – 12 June 2018Support Engineer has been not been able to resolve either of the support ticket which were raised last Thursday 7th June. One instance is not opening and the other instance is not restored with the backup we had requested. They are unable to find the backup till now.

Recently we tried copying our DEV to one of the TEST instances. The idea was we were upgrading the click dimensions solution in our DEV so we wanted to make sure everything works fine after the upgrade and in case it didn’t we could then again copy it back from the TEST.

We had faced back and restore issues (instance failed) in the past so decided to go the Copy instance way this time.

However, we got the Instance Failed error on the TEST instance to which we were copying DEV to.

Interestingly the Edit, Reset, Delete etc option were still available and we could open the TEST instance (the original, as the copy of DEV had failed) without any issues.

Then we thought of giving a try again and started copy from DEV to TEST again. This time again it failed. And with no option of Edit, Reset, delete etc. and the Instance was also not opening.

The error à

Along with that we also tried Restoring the Backup in one of the other TEST instances, that also expectedly failed.

So basically, we ended up with 2 unusable instances.

A few weeks back also we faced the same with our Dev environment and the only way out was to raise the support ticket with Microsoft. That time it took 5 days for DEV to be restored. Imagine the development activity that came to halt.

Last year also we had faced this issue in Production and had to work with the support team for 16 – 20 hours continuously to get it restored.

So, if we have some critical activity planned like Production Deployment and we are counting on Back and Restore or Copy an instance to rescue us in case anything goes wrong after production deployment, we need to plan for this Instance Failure as well while restoring or copying.

Basically, be ready to raise a support ticket with the highest severity to restore things back, which could take hours or in worst case days and do all the production deployment over the weekend or have enough downtime allocated.

Hope it helps..

ReferenceError: SetTextIframe is not defined in Email Sends Form in Click Dimensions

Recently after upgrading to the newer version (8.7.1 to 9.2.5) of Click Dimensions, we started getting below error in one of the tabs in it. (during expand)

We were getting this error on the old forms that we had copied and created from the existing OOB Email Sends form.

The issue was because the name of the function had been modified in the newer JavaScript file provided by Click Dimension

Earlier the name of the function was SetTextIframe which was renamed to SetTxtIframe which caused that issue.

Hope it helps..

JavaScript error in customized Email Sends form in ClickDimensions after Upgrade

Recently while testing upgrade from ClickDimensions version 8.7.1 to 9.2.5 we ran into few JavaScript issues in Email Sends form. We had multiple Email Sends form for different business units.

To fix them we had to take the below steps

Add the following JavaScript in OnLoad on the form.

Add following fields on the form.

Hope it helps..

Open Lookup Dialog Programmatically using Xrm.Utility–Dynamics V9.0

Debajit's Dynamic CRM Blog

This one feature that I am going to pen down here, personally I have longing for it quite sometime now.

So before going into the HOW part of it, let’s understand the why part of it? When do I need show a Lookup dialog Programmatically? Well the answer is, numerous occasions. Like if you need to throw up a lookup dialog on change of field on the form OR you needed to throw the lookup dialog on click of a button on a web-resource.

All this time, we have achieved this but not in a supported way. Probably we may have ended up using or some method of rnal namespace. But all these are unsupported and mere workaround to this perennial problem.

Well, no more messing around. Microsoft has finally brought in the

So let’s see how it works.

Let’s take a not so good example here. Let’s say whenever…

View original post 296 more words

Using Conditional Split Transformation in SSIS

Recently we had a requirement to Upsert Customer’s Spend related information from SQL DB to our CRM Online.

We had the spend captured per brand wise in the DB as shown below.

And in our CRM, we had one custom entity that had fields corresponding to each of these Brand as shown below

i.e. one section for each Brand and inside that section 5 fields corresponding to the columns in the SQL Table.

The GCR column of the table was the Alternate Key column in our custom entity which we used for Upsert.

Now to make sure we update only the corresponding Brand fields in CRM, we can make use of Conditional Split Transformation component.

Just after OLE DB source, add a Conditional Split component

Create one output per brand i.e. (select distinct Brand from the source table records) as shown below

Now add a CRM Destination Component and bind it to the corresponding output

And inside Columns section, map only the corresponding field of the selected Brand.

The finished package à

Hope it helps..

Optimum Batch Size while using SSIS Integration toolkit for Microsoft Dynamics 365

Hi,

Recently while working in a data integration task, we were evaluating the performance of using KingswaySoft’s Dynamics 365 Toolkit from within Visual Studio by trying out different possible combinations of batch size and threads.

The environment was CRM Online and had concurrent ExecuteMultiple max limit set to 20.

By default, it is set as 2 for online, but we can raise support ticket with Microsoft to get this limit increased. However, we need be very careful while using them as large number of ExecuteMultiple running in parallel might degrade the performance.

https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.deployment.throttlesettings.executemultipleperorgmaxconnectionsperserver.aspx

Below are the 2 settings that we played around in the CRM Destination Component


These are the results we got with different batch size and thread.

  • Message Used– Upsert.
  • Total Number of Records – 20000.


It clearly shows that having batch size as 100 gives the best result.

And this is what is recommended by KingswaySoft as well.


https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/faq

Hope it helps..