Insufficient Permissions error while updating records using Excel Online in Dynamics 365


Recently one of our users reported the below while trying to bulk update the records using Excel Online feature.

The user had the Update rights for those records.

Basically, the Excel Online update features creates a data import job in the background.

https://debajmecrm.com/2015/11/14/dynamics-crm-excel-online-field-changes-save/

So the user had to be given the import data rights.

We resolved the issue by giving the following rights to the user at organization level.

  • Data Import
  • Data Map
  • Import Source File
  • Web Wizard
  • Web Wizard Access Privilege
  • Wizard Page

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2015/08/18/data-import-privileges

Hope it helps..

Fixed – The unit schedule id is missing error while trying to migrating product in Dynamics 365


Recently while trying import products from our Dev to Test environment using the Configuration Migration tool we got the below error

The reason being we were using default unit as a unit group in out DEV and the same wasn’t there in the TEST environment. Interestingly if we set the correct GUID in the data.xml generated by Configuration Migration tool and try importing, still the products do not get imported.

So basically, if we try importing the products entity alone we might run into issues. To migrate it properly we need to add the related entities along with it as mentioned in the Microsoft documentation.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/manage-product-catalog-configuration

We created a new schema file with Product and its related entities, and this time migration worked properly.

Hope this helps.

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Sample code to hide out of the box reports using ReportVisibility class in Dynamics 365


Recently we wanted to hide OOB reports for our users.

One way of doing it is either change those report from Organization owned to personal

or change the Display in Area for those reports (this will hide those reports from all other views except the “All Reports, Including Sub Reports” view), as all other OOB Views for the reports uses the Reports Area filter. Another option of course is to update the filter criteria for those views or deactivate those views.

In our case, we simply updated the Display In property for all the OOB reports. Below is the sample code that we used. Basically, every report can have 0 or more (max 3) related Report Visibility records associated to it. (i.e. for forms, lists or reports area). In the below code we have looped through all the OOB reports and deleted all the associated ReportVisibility records for that report.

Hope it helps..

Configuration Migration Utility – Increase number of threads to speed up data import


Sachin Bansal's avatarBansal Blogs - Dynamics 365, PowerApps, Microsoft Flows, Power BI

Configuration migration utility is part of Dynamics 365 SDK and located in SDKToolsConfigurationMigration folder. Tool is used to import configuration/master data across CRM organizations. By default tool runs with 5 threads to import data and data import is comparatively slow.

C1

You can increase number of threads to import data faster. Open DataMigrationUtility.exe.config file located in same folder SDKToolsConfigurationMigration. Search for “numberofinputthreads” and change value from 5 to 20 or more based on requirement. Once updated tool will initialize 20 threads and data will be imported comparatively faster.

C2

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“Cannot delete an active workflow definition” error while importing solution in Dynamics 365


Recently while trying to import a solution (managed) to one of our test environments we got the below error.

import

The reason being one of the SLA(s) that was part of the solution was in Active stage in the test environment to which solution was getting imported.

Deactivating the SLA and then importing the solution again worked properly.

Hope it helps..

Dynamics 365 CRM Duplicate detection error : Generic SQL error.[Microsoft.Crm.DuplicateDetection: Microsoft.Crm.HasDuplicatesPlugin]


Prashant Maurya's avatarPrashant Kumar Maurya

Today we were facing a weird issue with one of CRM user. User was getting below error on create/update of Lead record.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: Generic SQL error.Detail:
<OrganizationServiceFault xmlns:i=”http://www.w3.org/2001/XMLSchema-instance” xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts”>
<ActivityId>68953102-d03e-4a6e-9da4-98695fddff4e</ActivityId>
<ErrorCode>-2147204784</ErrorCode>
<ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic” />
<Message>Generic SQL error.</Message>
<Timestamp>2018-03-25T09:32:10.3819266Z</Timestamp>
<ExceptionRetriable>false</ExceptionRetriable>
<ExceptionSource i:nil=”true” />
<InnerFault i:nil=”true” />
<OriginalException i:nil=”true” />
<TraceText>

[Microsoft.Crm.DuplicateDetection: Microsoft.Crm.HasDuplicatesPlugin]
[cacdbb1b-ea3e-db11-86a7-000a3a5473e8: HasDuplicatesPlugin]

</TraceText>
</OrganizationServiceFault>

1 – We unpublished all duplicate detection rules on lead entity but no luck.

2 – Then we unpublished duplicate detection rule for all entity in the organization still same issue,

3 – Then we tried various combination of publish and un-publish but issue was not resolve.

Seems like CRM was stuck in a state for this user where it was not able to recover from :(.

next thing we tried is to disable duplicate detection rule from duplicate detection settings and it worked :).

To disable…

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