ID3242: The security token could not be authenticated or authorized error in Report Designer (Dynamics 365, CRM 2016 Online)


While working on Report we suddenly started getting the below error

The strange thing was that the other reports that were using the same data source in the same Report Project were working properly.

Find few posts

http://www.dynamicscrmpros.com/solve-error-id3242-security-token-not-authenticated-authorized-connecting-scribe-microsoft-dynamics-crm/

https://social.msdn.microsoft.com/Forums/en-US/ff35a32e-06bc-4c8c-a77f-793fd3cfefb6/id3242-the-security-token-could-not-be-authenticated-or-authorized?forum=crmdevelopment

but none applied here.

Tried creating a new data source, entered credentials repeatedly but nothing worked, eventually restarted the SQL Server Data Tools (IDE) and it fixed the issue.

Hope it helps..

Error while loading code module ‘Microsoft.Crm.Reporting.RdlHelper’. Could not load file or assembly error in report in Dynamics 365


While trying to preview an existing report in SQL Server Data Tools for Visual Studio 2012 got the below error

To fix it,

Go to Report à Report Properties à References Tab and browse to the correct version of the assembly in the BidExtensions folder

Hope it helps..

Error installing Report Authoring Extension – “Setup cannot continue because there is a pending restart required. Restart the computer and then try running Setup again” in Dynamics 365


While installing Report Authoring Extension got the above error.

Deleting the following Registry Key fixed the issue

  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\RunOnce.
  • HKEY_CURRENT_USER\Software\Microsoft\Windwos\CurrentVersion\RunOnce


Hope it helps..


Recommended Field showing up as Required Field Issue in Dynamics 365


Hi,

Yesterday while doing the analysis of how the existing solution which uses legacy form rendering works for new form rendering, we found a weird issue.

The field which we were setting as recommended through JavaScript was appearing as required. However, its behavior was like recommended field only i.e. we can save the form without specifying value for it.

In left the fields in legacy form rendering and in right Turbo forms or new form rendering

If we inspect through debugger, it seems like the issue is in the image that is being set

We are still analyzing it.

Hope it helps..

Unsupported filtering of subgrids in Dynamics 365 (CRM 2016)


Hi,

In one of the projects which was recently upgraded to CRM 2016 Online Update 1, legacy form rendering was being used. So, we were analyzing how the new form rendering will affect the existing JavaScript.

One of the unsupported JavaScript that was being used was for sub-grid filtering.

The interesting thing was that it works in CRM 2016 Online Update 1 for legacy form rendering but fails in case of new form rendering (turbo form).

For turbo forms, we get the following objects as null

I couldn’t find any workaround of implementing the same in case of turbo forms. The only possible solution that I could think of is either using Quick View Form with Subgrid control inside it or through a html web resource.

Hope it helps..

List of solution components that can be deactivated in Dynamics 365 (or CRM 2016)


Recently while working on one of the requirements, I had to prepare list of solution components that can be deactivated.

Below is the table that I had prepared for quick reference

Solution Component Can be deactivated?
Form Yes
View Yes
Business Rule Yes
Process Yes
Connection Role Yes
Routing Rule Set Yes
Record Creation and Update Rule Yes
SLA Yes
Entity No
Chart No
Field No
Key No
Relationship No
Option Set No
Application Ribbon No
Site Map No
Web Resource No
Dashboard No
Report No
Templates No
Security Roles No
Field Security Profile No

Hope it helps..

Parallel.For vs ExecuteMultiple in Dynamics 365


Hi,

Thought of getting a rough idea on how much performance improvement we can gain if we are using Parallel.For and ExecuteMultiple.

Took a very simple scenario i.e. creating 10000 account records.

Normal For Loop 3242061 milliseconds à 54 minutes à 185 records per minute
Parallel.For 2160337 milliseconds à 36 minutes à 277 records per minute
ExecuteMultiple (single request with batch size of 1000) 494663 milliseconds à 8 minutes à 1250 records per minute

This clearly tells ExecuteMultiple far better.

The sample code that I used for Parallel.For

Hope it helps..

New Sort Date DateTime attribute added in Activity Entity in Dynamics 365.


A new SortDate attribute of type DateTime is added for Activity Entity (so basically to all child Task, Phone Call, Email activity etc.)

The value is null for it for the existing records and for the new record as well until we populate it through Business Rule, Plugin or any other method. The basic use could be to use it for sorting apart from OOB Modified on and Created on in View, Report, Chart as well as in Social Pane.

Check this awesome tip

http://crmtipoftheday.com/2016/11/15/change-the-default-order-of-activities-on-the-social-pane/

I remember while working in Oracle CRM On Demand project, where in we can add fields to the base Activity Entity and it would be available in all the child Activity entities. However, in Dynamics CRM the Activity Entity has always been locked i.e. we can’t add new fields in it.

Now what if we create a new custom activity entity?

Yes the field will be available in new custom activity entity as it would derive from the baes Activity Entity to which this new field has been added.

Hope it helps..

Integrating Dynamics NAV 2016 with CRM Online


Integrating Dynamics CRM and Dynamics Nav

Suvidha-blogpost

Hi, In this post I would like to explain the initial setup required and steps for integrating Dynamics NAV 2016 and CRM Online. This enables you to integrate and synchronize data in Microsoft Dynamics CRM entities such as accounts, contacts, and products, with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, and items, respectively.

NAV 2016 and CRM integration

Dynamics NAV 2016 has a default integration setup which can be used to enable this integration. NAV 2016 includes new objects to support this integration.

View original post 849 more words

Resources in Use -300 Custom Entities Limit in Dynamics 365 (online)


Hi,

Till CRM 2015 update 1, we had upper limit of 200 Workflows, 300 Dialogues and 300 Custom Entities. From CRM 2015 Update 1 onwards, the limit of workfows, dialogues and custom entities have been removed.

In Dynamics 365 Online we can still see information related to custom entities which shows upper limit as 300. However this is more of indicative and there is no upper limit now. Please refer the below link for more details

https://technet.microsoft.com/en-us/library/88b18946-474c-4c94-8e4c-27532f930757?f=255&mspperror=-2147217396#Anchor_4

Go to Settings –> Administration –> Resources in Use

riu

Hope it helps..

Cleared MB2-712 Microsoft Dynamics CRM 2016 Customization and Configuration


Hi,

Today i cleared MB2-712 certification exam. It had 48 Questions in it with passing score 0f 700.

I referred to the following guide for my preparation by CRM MVP Neil Parkhurskt

https://neilparkhurst.com/2016/07/14/mb2-712-certification-microsoft-dynamics-crm-2016-customization-and-configuration-revision-guide/

Hope it helps..

Level Up: A Chrome extension for CRM Power Users


Awesome chrome extension

Dreaming in CRM & Power Platform

Today, I released a new Chrome extension that assists CRM power users. In this initial release there are 12 quick functionalities:

Form helpers

  1. Display Logical names for controls (Original script by Chris Groh http://us.hitachi-solutions.com/blog/2014/10/27/showing-entity-logical-names-on-form/)
  2. God Mode (based on http://www.magnetismsolutions.com/blog/paulnieuwelaar/2014/07/29/activate-god-mode-in-crm-2013—don-t-let-your-users-see-this)
  3. Form properties (Original script by Jared Johnson http://www.magnetismsolutions.com/blog/jaredjohnson/2014/08/03/dynamics-crm-2013-resurrecting-the-form-properties-window-with-bookmarklet)
  4. Dirty fields i.e. fields that have been modified
  5. Display record URL
  6. Display record Id

Navigation helpers

  1. Open record by Id
  2. Open security area
  3. Open System Jobs
  4. Open Solutions
  5. Open Process Definitions
  6. Open main

How do you install it

Download the extension from Chrome store -> Level up for Dynamics CRM

How does it look

Once you install this extension you will see a new rocket icon in the toolbar. If you click the icon, you will get a popup menu.

Screenshot MainHow to use it

You can have a look at this animation below to get an idea about the functionalities.

View original post 97 more words

Sample code to connect to Dynamics 365 Online through Console App (C#)


  • Create a console application add Newtonsoft and Active Directory Authentication Library. Or we can add the below Helper Sample Code package which will add the above libraries.

  • Add reference to System.Net.Http

  • Register the app

https://nishantrana.wordpress.com/2016/11/13/register-a-dynamics-365-app-with-azure-active-directory/

  • Sample Code

using System;
using System.Net.Http;
using System.Net.Http.Headers;
using System.Threading.Tasks;
using Microsoft.IdentityModel.Clients.ActiveDirectory;
using Newtonsoft.Json;
using Newtonsoft.Json.Linq;

namespace Dynamics365ConsoleApp
{
internal class Program
{
// username and password
private const string UserName = "sapnarana@nishant365.onmicrosoft.com";
private const string Password = "mypassword";
// Crm Url
private const string Resource = "https://nishant365.crm8.dynamics.com";
// Application's Client Id
private const string ClientId = "d08b641c-2dc8-4f33-8a57-b1573da88a22";
// Redirct Uri specified during registration of application
private const string RedirectUri = "http://localhost";
// Authroiztion Endpoint
private const string Authority = "https://login.windows.net/nishant365.onmicrosoft.com";

private static AuthenticationResult _authResult;

private static void Main(string[] args)
{
// without prompt
var authContext = new AuthenticationContext(Authority, false);
var credentials = new UserCredential(UserName, Password);
_authResult = authContext.AcquireToken(Resource, ClientId, credentials);

// with prompt
AuthenticationContext authContext = new AuthenticationContext(authority);
authResult = authContext.AcquireToken(resource, clientId, new Uri(redirectUri));

Task.WaitAll(Task.Run(async () => await GetFullNameSystemUsers()));
}

private static async Task GetFullNameSystemUsers()
{
var httpClient = new HttpClient
{
BaseAddress = new Uri(Resource),
Timeout = new TimeSpan(0, 2, 0)
};
httpClient.DefaultRequestHeaders.Add("OData-MaxVersion", "4.0");
httpClient.DefaultRequestHeaders.Add("OData-Version", "4.0");
httpClient.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer",
_authResult.AccessToken);

var retrieveResponse =
await httpClient.GetAsync("api/data/v8.1/systemusers?$select=fullname");
if (retrieveResponse.IsSuccessStatusCode)
{
var jRetrieveResponse =
JObject.Parse(retrieveResponse.Content.ReadAsStringAsync().Result);

dynamic systemUserObject = JsonConvert.DeserializeObject(jRetrieveResponse.ToString());

foreach (var data in systemUserObject.value)
Console.Write(data.fullname.Value);
}
}
}
}

For in depth understanding please refer the following post

https://debajmecrm.com/2016/02/23/understanding-in-depth-cross-origin-resource-sharing-cors-in-dynamics-crm-2016/

Hope it helps..

Register a Dynamics 365 app with Azure Active Directory


  • Sign in to Microsoft Azure Management Portal or Sign up for a free trial. The account should be in the same Office 365 tenant where we would like to register the app. (or link existing Azure Subscription not in same tenant as CRM)

https://manage.windowsazure.com/

  • Inside Azure Management Portal select Azure Active Directory

  • Select App registrations and click Add

  • Provide required details for the App and click Create

  • Select the App created to get the required details

  • To give permission to App to access Dynamics CRM, click on Required Permissions in API Access section

  • Click on Add

  • Select Dynamics CRM Online

We’d get the notifications.

  • Along with Client id we would also need Authorization Endpoint, when we develop App.

Hope it helps..

Integrating Microsoft Dynamics CRM 2016 Online with Azure Service Bus Queue


CRM Azure Integration in CRM 2016 Update 1

Microsoft Dynamics CRM Mirror

Integrating Microsoft Dynamics CRM 2016 Online with Azure Service Bus Queue – Part 1

With the advent of Microsoft Dynamics CRM 2016 online many new features have been incorporated. One such feature that all have been waiting for long is seamless integration of MS CRM with Microsoft Cloud or popularly known as Microsoft Azure.

You can connect Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises) with the Microsoft Azure platform by coupling the CRM event execution pipeline to the Microsoft Azure Service Bus. Once configured, this connection allows data that’s been processed as part of the current CRM operation to be posted onto the service bus. Microsoft Azure Service Bus solutions that are “CRM-aware” can listen for and read the Microsoft Dynamics CRM data from the service bus.

This connection between Microsoft Dynamics CRM and the Microsoft Azure platform provides a secure and reliable channel for communicating CRM…

View original post 1,515 more words

Crm Internal Exception: Singleton Retrieve Query should not return more than 1 record. Query: System.Data.SqlClient.SqlCommand while Importing Solution in Dynamics 365 \CRM 2016 or earlier.


Hi,

While using “Apply Solution Upgrade” or Import in our Test Instance having managed solution, we got the below error.

The Managed solution had the report set as Viewable By = Organization (we cannot have Individual report in Solution) when it was deployed first. And later the user had set the report to be as Individual manually.

Changing the report back to Organization in TEST and importing the solution again fixed the issue.

Hope it helps..

{Dynamics 365 Enhancements} Add Notification Recommendations to your Entity forms using script


Recommendation Action in Business Rules in Dynamics 365

MSDYNAMICSBLOG BY DEEPESH

This blog is part of the series which I will use to cover all interesting enhancements coming in Dynamics 365.

Scenario: On Account form, if user fills in the Telephone field – suggest a recommendation to set Contact preference by Phone field. If user selects yes, set Contact by Phone option to allow.

Scenario by Graphics:

· On change of phone field, CRM shows a recommendation tooltip:

clip_image001

· When you click the information icon, CRM gives you a recommendation:

clip_image002

· If you pick Apply, CRM will do the updating to the field as required:

clip_image003

Great isn’t it?

Here is the link describing the new Client side scripting function: https://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_addnotification

And here is the script for this one (Register it on change event of Phone field):

function addPhonePreferenceNotification() {

var myControl = Xrm.Page.getControl(‘telephone1’);

var telephone= Xrm.Page.data.entity.attributes.get(‘telephone1’);

var phonePreference = Xrm.Page.data.entity.attributes.get(‘donotphone’).getValue();

if (telephone.getValue() != null) {

var actionCollection = {

message:…

View original post 62 more words

{Dynamics 365} Preview Feature – Organization Insights Dashboard


Organization Insights Dashboard in Dynamics 365.

Create a new Dashboard and Add Organization Insight Components to it.

oi

oi1

 

crmazurecomponents

A new reporting component to provide organization insights has been added in Dynamics 365. These charts can be added to a dashboard and provide the mentioned below information

insights1

a) Active Users – Number of users that are logged at different times of the day.

b) Active Users Performing Specific Operations – Number of Different operations(Create, Update, Delete and Read) performed by active users at different times of the day.

c) Most Active User (Changes) – Number of changes (Create, Delete, Update) performed by different users past 2hours, 48`hours or past 30 days.

insights2

d) Total Page Requests – Page requests in classification of Dashboards, Reports and forms at specific times.

e) Total Operations – Total number of operations Create, Delete Update and Read happening at specific times.

f) Most Active Users – Read operations performed by the most active users.

For using organization insights, we need to be firstly configure them…

View original post 16 more words

{Dynamics 365 New Features} Explore the new OOB Actions available with Dynamics 365


Another insightful post from Debajit on Dynamics 365

Debajit's Dynamic CRM Blog

Some more research and yet another blog post to highlight another excellent feature of Dynamics 365. I have been extoling Dynamics 365 and I am tired as the more I explore, the more I get amazed by it. So without wasting much time, let me straight get to the point here.

With Dynamics 365, a whole new set of actions has been provided to you OOB. As per MSDN documentation, the following are the new set of actions available with this release.

•Add (Case) to Queue

•Add user to Record Team

•Apply Routing Rule (to Case)

•Calculate Actual Value (of Opportunity)

•Close Opportunity

•Get Quote Products from Opportunity

•Get Sales Order Products from Opportunity

•Lock Invoice Pricing

•Lock Sales Order Pricing

•Qualify Lead

•Remove User from Record Team

•Resolve Incident

•Resolve Quote

•Revise Quote

•Unlock Invoice Pricing

•Unlock Sales Order Pricing

I know your hands might be itching now already…

View original post 270 more words

Create Apps in Dynamics 365 using new App Designer and Site Map Designer in Dynamics 365


Similar to the apps that we see in Menu Bar for Dynamics 365, we can create our own apps.

First we need to enable the Preview for it.

Go to Administration à System Settings

Go to Settings à My Apps

Click on Create App


It will take us to App Designer, provide details.

Different components that we can add

Or drag drop

First we need to configure the SiteMap for the app. Click on arrow inside Sitemap area to configure.

Inside Site map designer we can add Area, Group and Sub Area (the usual components of Site Map)

Update properties of Area, Group and Subarea and add new Sub Areas.

Area Properties.

For Group

For SubArea

Different Types of Sub Area can be defined.

This is how the app looks inside Site Map Designer

Save and close to go back to App Designer

It has added Dashboard along with Contact and Lead Entity View.

Now let us add Form and Views to Contact and Lead Entity View using Entity assets.

Select Contact in Entity View and select Forms in Entity Assets

Similarly, for Views

Repeat the same steps for Lead entity.

Click on Validate

It will show up all the dependencies

Required tab will list all the dependencies. For time being let us add all the dependencies

Publish the app.

The apps would appear now in Dynamics 365 menu

We can specify specific roles which could access the apps.

Hope this helps ..

New Visual Designer for Business Rules in Dynamics 365


In Dynamics 365 we have new visual designer for Business Rules (and Business Process Flows).

Condition and Actions can be added through Add button or dragged and dropped

Conditions and Action can be copied, cut. delete and pasted in designer window.

Snapshot creates a snapshot of the business rules. (image file with png extension)

Conditions can be defined in the Properties window

Still we can only specify either Add or OR conditions

Changing it to OR replaces AND condition

May be in future release we’d have that feature as well.

Hope it helps..

New Metadata Query features in Web API in Dynamics 365


Metadata API improvements in Dynamic 365

Debajit's Dynamic CRM Blog

Dynamics 365 is in and just like me, CRM enthusiasts all over the world are simply WOW’ed by its wonderful offerings. After all, this has been a giant leap by Microsoft and indeed a great opportunity for all consultants to me to plunge into unknown territories and conquer it.

In this blog post, I will walk you through the new Metadata Query features that has been introduced with Dynamics 365 Web API. Off late I have been developing some tools using were using the WEB API endpoint and these new additions to the WEB API will really help developers to query the metadata in a very simple way. So without wasting more time, let me straight way give you a flavor of this.

With Dynamics 365, the Web API endpoint has been upgraded to v8.2. So it would be typically in this format – /api/data/v8.2/”>https://<organizationUrl>/api/data/v8.2/

For my trial organization, below…

View original post 279 more words

Quick Walkthrough – Editable Grid in Dynamics 365.


Let us try exploring Editable Grid in Dynamics 365

We’d enable it on Contact Entity ( editable grid works for custom entities as well)

  • Go to Contact entity, control tab and click on Add Control

  • Add Editable Grid

  • Enable Editable Grid as default for Web, Phone and Tablet

  • Save and Publish the change.
  • Go to Contact Home Grid. (fields now can be edited, Status, Composite fields etc are not editable)

  • We can do Group By on the grid

  • Similarly, in Associated View of Contact we have the same behavior

  • To switch back to Read Only Grid, select SHOW AS command

  • Back to our old Read Only Grid (no grouping)

  • We can add JScript for fields inside grid.
  • Let us try Adding function on OnChange of Address 1: City field inside Editable Grid

  • On changing the City field in the grid

For Subgrid,

subgrid.png

sg1.png

Hope it helps..

PowerApps in CRM 2016 (Microsoft Dynamics 365)


Let us quickly create a PowerApp that allows a user to create Contact record inside CRM (using Microsoft Flow).

  • Login to PowerApps with Office 365 Account

https://web.powerapps.com/home

  • Click on New app

  • Let us use PowerApps studio for Windows here (much easier to use then PowerApps for web)

  • Select a Blank App (Phone Layout)

  • Insert Text Box, Text Box Input and Button controls and apply Theme

  • Select Add to CRM button and select Flow in Action menu to connect with the flow.

  • Create a new Flow

  • Search for PowerApps

  • Select Add an action

  • Select “Create new a record” Action and select Contacts in Entity Name.
  • For Last Name field, click on “Ask in PowerApps” which will add a new field to be mapped inside PowerApps

  • Do same for mobile phone field

  • Click on Create flow to create the flow

  • Now back in PowerApps, select the newly created flow.

  • Specify formula to map the fields

  • Run the application

  • Specify the values for Last Name and mobile number and click on Add to CRM button.

  • This creates the contact record in CRM using the Flow defined.

  • We can save the app in cloud and the share it with the other users inside the org.

  • Click on Share (Enter name or email addresses of the users with whom we’d like to share the app)

  • App being published

  • Once Published, it would be available to the other users.

Hope it helps..

“Create Dynamics Leads based on Tweets” using Microsoft Flow in CRM 2016


Microsoft Flow is a workflow management tool, using which we can create automated workflows between various services and apps.

With Dynamics CRM Online common scenarios could be

  • Create Dynamics CRM Leads from an Excel table.
  • When an opportunity is created post to Yammer.
  • Copy new Dynamic CRM Account to Common Data Model etc.

https://flow.microsoft.com/en-us/

https://flow.microsoft.com/en-us/services/shared_dynamicscrmonline/dynamics-crm-online/

  • Below are some of the templates available for CRM Online

  • Let us take a Template that creates Leads based on Tweets

  • Connect to both the services

  • Configure it, for e.g. search for #msdyn365, get the Tweeter User Name and create the lead record. Map topic in lead with tweet text.

  • Check the status of the flow.

  • Leads created in CRM

Hope it helps..