As we would have observed now we have the Recent and and Pinned records option available for the Customer Service workspace app.
The users can see the same Recent and Pinned records while moving between the Customer Service workspace and Customer Service Hub app, giving a consistent experience.
Recent : | |
 |  |
Pinned : | |
 |  |
Get all the details.
Hope it helps..
Recently while trying to retrieve OptionSet Metadata using our favorite KingswaySoft SSIS Toolkit we got the below error.
Same error for prod also – [CDS Source [2]] Error: An error occurred with the following error message: “KingswaySoft.IntegrationToolkit.DynamicsCrm.CrmServiceException: CRM service call returned an error: An error has occurred when retrieving metadata for CRM entity ‘copilotexamplequestion’: The source argument contains duplicate keys. (SSIS Integration Toolkit for Microsoft Dynamics 365, v23.2.2.32701 – DtsDebugHost, v16.0.5270.0)System.ArgumentException. : The source argument contains duplicate keys.”.
More on Metadata Source in CDS Source Component – https://www.kingswaysoft.com/blog/2022/10/18/Introducing-the-Metadata-Source-Type-in-CRMCDS-Source-Component
Interestingly we were getting this issue while running the package in the UAT and Production environment, it was working fine for the Dev environment. Also, it was OOB Table and we could compare and see it to be the same across all the environments.
Well, the way we could progress here is to query and get the required details from the stringmap table.
e.g.
Hope it helps..
While running an SSIS Package that creates Quote Product records, we got the below error –
CRM service call returned an error: The number of decimal places on quantity needs to be 0 or less
If we see the decimal places seem to be specified properly for the quantity field in the source file as we had other records created properly from the source.
Well this occurs when we try to add Quote Product and specify decimal precision in quantity which is more than what has been specified in the associate product.
Below we can see the decimal supported is 0 for the product associated to the quote product record.
To fix this problem, either we have to increase the decimal supported value or remove decimal precision from the quantity in the quote product based on the product in question.
Hope it helps..
With Release Wave 2, we can see the below features added to Grid.
The option to Group By, Column Width, Move Left and Move Right.
Group By (Rating) –
Move Left and Move Right as expected will move the selected column accordingly. Not only that we can also Drag and Drop the columns, here we have dragged the Rating column as the 1st column.
Column Width – allows us to specify the preferred width of the column.
Totals > None, Average, Maximum, Minimum, Sum.
For the numerical column, Annual Revenue in this case we get the option to calculate the total
Selecting Total > Sum, adds a row at the bottom, showing the total sum
Similarly selecting minimum shows the minimum value.
Hope it helps..
From the Power Platform Admin Center for a particular Environment, through Settings >> Product >> Behaviour >> Show legacy app for admins option, we can control visibility of the Legacy App (Dynamics 365 – Custom) for admins.
If Show legacy app for admins = On –
An admin can see the app
By setting it to Off
We can see the app hidden for the admins also.
The aim is that all the users including admin must use only the modern, model-driven apps.
Get more details
Hope it helps..
Recently we had a requirement to update the modifiedon date of a few of the records of notes table.
The we can achieve this is by implementing an update plugin on preoperation.
Below is our test record
Below is our plugin on the preoperation update to update the modifiedon date.
On updating the note record, we can see the modifiedon date updated as shown below.
Below are some other records where we have modifiedon updated (test records)
As we had multiple records to be updated on production, eventually we updated the plugin step to be triggered on the update of langid attribute (which won’t be updated by users) and used the awesome XrmToolBox Plugin – Bulk Data Updater to perform touch on langid field. This is to make sure it doesn’t get triggered on the creation or update of any existing records unless explicitly triggered from the Bulk Data Updater for that field and than disabled the plugin.
Check below articles –
Hope it helps..
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