Suppose we want to add the Lead Type (a custom choice field) to the Marketing Form’s form / form settings (RTM).
Open the Form table for customization, here we need to add the field to below 2 forms.
Starting with the Form Settings form, drag the field to the form.
If we check the form now, it will ask us to add it to the main form.
Open the Information (Main) form, double click the field to add it. As the field will not render in the form designer, select the field from the Tree View, and Hide it.
Or we can also open the form in the classic designer, there we will be able to see the field.
On saving and publishing the change, we can see our Lead Type field appearing on the Form Designer.
We had mapped the primary field for deletion and the package was also showing success.
However back in our CRM / Sales Hub app, we saw that none of the records were deleted (total – 48999)
The reason it was showing success is that we had specified the Ignore Error option in our CDS Destination component.
Then we created 2 more records but didn’t specify the partition ID for them.
This time on the successful run of the package we can see those 2 new records getting deleted for which we didn’t specify any partition ID i.e. Test 1 and Test 2 records were deleted successfully.
If we check the Microsoft docs it mentions that we need to include the partition ID using the alternate key to delete those records using the DeleteMultiple request.
Could not find a way to specify an Alternate Key in the CDS Destination component for the Delete message and if we try deleting the records one by one instead of using the DeleteMultiple request we get the below error.
[CDS Destination [2]] Error: An error occurred with the following error message: “System.Exception: Error(s) occurred when processing the batch: [1] KingswaySoft.IntegrationToolkit.DynamicsCrm.WebAPI.WebApiServiceException: The remote server returned an error: (404) Not Found. (Error Type / Reason: NotFound, Detailed Message: {“error”:{“code”:”0x80040217″,”message”:”The HTTP status code of the response was not expected (404).\n\nStatus: 404\nResponse: \n{\”error\”:{\”message\”:\”Could not find item ‘b3a70971-9674-ef11-a671-6045bdfe58ee’.\”,\”details\”:[{\”message\”:\”\\r\\nErrors : [\\r\\n \\\”Resource Not Found. Learn more: https://aka.ms/cosmosdb-tsg-not-found\\\”\\r\\n]\\r\\n\”}]}}”}}) (SSIS Integration Toolkit for Microsoft Dynamics 365, v23.2.2.32701 – DtsDebugHost, v16.0.5270.0)System.Net.WebException
As expected, using CrmServiceClient also if we do not include partitionid we will get the below error for the records that have partition id specified.
The HTTP status code of the response was not expected (404).
Response:
{“error”:{“message”:”Could not find item ‘b3a70971-9674-ef11-a671-6045bdfe58ee’.”,”details”:[{“message”:”\r\nErrors : [\r\n \”Resource Not Found. Learn more: https://aka.ms/cosmosdb-tsg-not-found\”\r\n]\r\n”}]}}
Here we can specify the partitionId parameter to delete those records having the partitionId specified in the DeleteRequest
For DeleteMultiple Request we need to provide the alternate key as shown below.
We will have the alternate key auto-created by the system when we create an elastic table.
Sample Code –
var myServiceClient = new CrmServiceClient(connectionString);
var query = new QueryExpression("custom_myelastictable");
query.ColumnSet.AddColumns("custom_name", "partitionid");
var myElasticTableCollection = myServiceClient.RetrieveMultiple(query);
var lstEntityRefCollection = new EntityReferenceCollection();
// Delete Request
foreach (var elasticTable in myElasticTableCollection.Entities)
{
var deleteRequest = new DeleteRequest();
deleteRequest.Target = new EntityReference("custom_myelastictable", elasticTable.Id);
deleteRequest.Parameters["partitionId"] = elasticTable.Attributes["partitionid"];
var response = myServiceClient.Execute(deleteRequest);
}
// DeleteMultiple Request
foreach (var elasticTable in myElasticTableCollection.Entities)
{
var entityRef = new EntityReference("custom_myelastictable", elasticTable.Id);
entityRef.KeyAttributes.Add("custom_myelastictableid", elasticTable.Id);
entityRef.KeyAttributes.Add("partitionid", elasticTable.Attributes["partitionid"]);
lstEntityRefCollection.Add(entityRef);
}
var deleteMultipleRequest = new OrganizationRequest();
deleteMultipleRequest.RequestName = "DeleteMultiple";
deleteMultipleRequest.Parameters.Add("Targets", lstEntityRefCollection);
myServiceClient.Execute(deleteMultipleRequest);
As the getControl method is used to show or hide the field it only applies to the field being referenced. That is why we only have the Rating 1 field on the BPF being hidden.
We are setting the Rating field on the form as mandatory, in the next line we are setting the Rating 2 field on the BPF as non-mandatory, the final result is Rating field is non-mandatory on the form as well because here getAttribute method is used which applies to the attribute level so gets applied to all its corresponding controls.
We might get this error while trying to update one of the records.
Exception Message: EntityState must be set to null, Created (for Create message) or Changed (for Update message).
EntityState of primaryEntity: Unchanged, RequestName: Update
ErrorCode: -2147220989
The erroroccurs when OrganizationServiceContext tries to update an entity that has not been marked as modified. The EntityState remains Unchanged, and Dataverse expects it to be Changed or null for update operations.
OrganizationServiceContext automatically tracks entities’ states. When we retrieve an entity, it is set to Unchanged by default.
If we modify the entity without informing the context (e.g., using UpdateObject()), the context still thinks the entity is Unchanged, leading to this error during the update process.
This error typically happens within OrganizationServiceContext since it relies on internal state-tracking mechanisms, with IOrganizationService (e.g., Retrieve or RetrieveMultiple), we typically don’t run into this error because entities retrieved via IOrganizationService aren’t tracked in the same way.
There are 2 ways to resolve this error.
Use UpdateObject, it explicitly tells the context that the entity has been changed followed by SaveChanges() to commit the changes.
2. Create a new Entity object for update.
Sample Code –
if (myServiceClient.IsReady)
{
using (var context = new OrganizationServiceContext(myServiceClient))
{
// Retrieve leads where the 'lastname' contains 'Test'
var leadColl = from lead in context.CreateQuery("lead")
where lead.GetAttributeValue<string>("lastname").Contains("Test")
select lead;
// use Update Object
foreach (var lead in leadColl)
{
lead.Attributes["subject"] = "Updated Subject" + DateTime.Now.ToLongTimeString();
context.UpdateObject(lead);
context.SaveChanges();
}
// or create a new Entity object
foreach (var lead in leadColl)
{
Entity leadToUpdate = new Entity("lead", lead.Id)
{
["subject"] = "Updated Subject" + DateTime.Now.ToLongTimeString()
};
myServiceClient.Update(leadToUpdate);
}
}
}
In one of our requirements, we wanted to create/send an email on the creation/update of the case with the description of the email same as the description of the case.
In our Case record, for the description, we have the line break (\n) specified.
However, for the email created, we see the line break ignored.
To fix this we might think of applying the below formula by replacing “\n” with “”.
Nishant Rana's Weblog 