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..

CRM service call returned an error: The server is busy and the request was not completed. Try again later while inserting records using CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365

While running one of our package we got the below error in few of the records

“CRM service call returned an error: CRM service call returned an error: The server is busy and the request was not completed. Try again later. (Error Code: -2147180543, Detail Message: The server is busy and the request was not completed. Try again later.)”

“CRM service call returned an error: CRM service call returned an error: The request channel timed out while waiting for a reply after 00:01:59.7991956. Increase the timeout value passed to the call to Request or increase the SendTimeout value on the Binding. The time allotted to this operation may have been a portion of a longer timeout. (Error Type / Reason: Timeout)”

One way to get around this error is to increase the Timeout (secs) in the Service Timeout Setting of CRM Connection Manager.

We updated it to 600 seconds and the number of records that failed got drastically reduced.

Also make sure that following option is checked

Hope it helps..

Lookup not getting set while using CRM Destination Component of KingswaySoft’s SSIS Integration Toolkit for Dynamics 365

Recently while inserting a custom entity (Transaction) records using the CRM Destination Component we realized that Contact’s lookup was not being set.

We were using Alternate Key to set the lookup as shown below

To get it working we had to uncheck the Remove Unresolvable References option from the Optional Settings of CRM Destination Component. It seemed that it ignored it, even though values were there for the GCR (alternate key field) in the input source.

https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/crm/destination

I think it might not be working as expected in case if lookup is done using Alternate Key.

BTW, I would strongly recommend using KingswaySoft’s SSIS Integration Toolkit for any or all data integration tasks. It is definitely the best tool out there.

Give it a try à

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

Hope it helps..

Dynamics 365 CE (CRM) Data Anonymization: Anonymize sandbox data (copied from production) to meet data security standards like GDPR

Prashant Maurya

We all have faced situation in when we need to replicated Dynamics 365 production environment to a lower/sandbox environment for distinct reasons like

  1. To reproduce and debug productions issue in a lower environment.
  2. To create a preprod environment replica of production environment.
  3. To create a development environment from production environment. etc.

And to protect confidential customer data we do masking of confidential information before we share this environment to dev/test/support/another team. This masking activity is very tedious and time-consuming, one can do it manually or can right some code logic to do so.

Thanks to KingswaySoft, they have created an excellent SSIS component “Data Anonymizer” that can make things simple.

How to use Data Anonymizer Step by Step: I assume that the person reading this blog has basic knowledge of SSIS, as it is very focused on Data Anonymizer component.

  1. Before you start you also need another component

View original post 162 more words

View Designer not showing SSIS Package in Design mode in Visual Studio

Time to time we’d see our Package not opening in Designer mode in Visual Studio.

To fix this,

Add the package again in the solution or restart the Visual Studio.

Hope it helps..

Security Nuances with Manager Based Hierarchy in Dynamics 365

Interesting read on Manager Based Hierarchy ..

Debajit's Dynamic CRM Blog

Manager Hierarchy was introduced way back with 2015 Online Update 1. And you might be wondering why this blog after years this feature has been introduced?

Well I can assure you, you won’t be disappointed after reading this blog. In this blog I will explain in detail the manager security nuances from my personal experience with project implementations and training. I am not going to explain how Manager security works. I am just going to explain the security nuances and how it works in multiple scenarios.

To explain my point, I have the below data set-up in my environment.

To put in simple terms, any of the records which does not meet the above four conditions is not affected by Manager Hierarchy. So the records which the reportee gains access due to his security prvileges (Business Unit/ Parent child/ organization) are not affected by this. Confused? Don’t worry. We will…

View original post 365 more words