CRM – Page 32 – Nishant Rana's Weblog

How to – Immediately (sync)bulk delete AsyncOperation or Workflow System Job records in Dataverse (Dynamics 365 / CRM)

Recently we noticed File usage of some of our environments reaching around 50 GB, and most of it was because of the AsyncOperation table.

So to quickly delete the AscyncOperation records the option we can choose is –

Create a new Bulk Record Deletion job from Settings >> Data Management

Select System Jobs table and filter as System Job Type equals Workflow

Select Bulk deletion job start time as Immediately

The Immediately option will only be available –

For entity – System Jobs
Filter Criteria is System Job type equals Workflow (we can add additional criteria)
User has organization-level
delete rights on AsyncOpertion entity.

This will only delete the AsyncOperation records that are in the completed state of system job type workflow.

It will delete 1 million records whenever it is run. If there are more than 1 million records, it will have to be run again.

The key part is that it will delete the records through direct SQL Execution, so the records will be deleted immediately, rather than each record going through the delete pipeline, thus improving the performance immensely.

Back to our bulk deletion job, we can click on Submit to initiate the deletion.

We encountered a few errors when submitting, the solution was to keep trying, and eventually it will get submitted successfully.

After successful submission, we can see all our completed workflow system job records deleted immediately.

Also as it is Sync Job, we will not see it listed in Bulk Record Deletion views.

Get more details here –

https://cloudblogs.microsoft.com/dynamics365/it/2018/06/21/cleaning-up-records-from-the-asyncoperationbase-workflowlogbase-table/

https://docs.microsoft.com/en-us/power-platform/admin/free-storage-space#reduce-file-storage

Hope it helps..

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Microsoft.Crm.CrmException: An application user’s access mode cannot be changed error in Dataverse (Dynamics 365 / CRM)

Just a short one –

As the error message suggests “An application user’s access mode cannot be changed “, it is not possible to change the Access mode of an application user from Non-interactive to either administrative or Read-write.

While trying to change the Application User’s Access Mode to Read-Write, the error message –

Get all the details about different type of users –

https://docs.microsoft.com/en-us/power-platform/admin/create-users#user-types

also check – https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/367844/when-uisng-non-interactive-users-when-using-application-users

Hope it helps..

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Power Apps grid control in Model-driven apps (Dynamics 365 / CRM)

Power Apps grid control is a new read-only control, now auto-enabled as part of 2022 Release Wave 1 for Model-driven apps.

We can also enable it by navigating to Customization, selecting the entity, then the Controls tab, and clicking on Add Control option.

Select the Power Apps Grid control.

Here we have enabled it for the Web.

The different properties that can be set for the control are –

Jump bar – this will be disabled by default.
Reflow behavior
Allow filtering

With Jump bar disabled –

Enable the jump bar.

After enabling the jump bar, we get the option to filter by alphabets.

It will also support Infinite Scrolling

We can use Edit Columns to add, remove and order the columns for the view

Edit Filters allows us to edit the filters.

Any changes made to the column or filter can be saved as a personal view.

Also, Grid remembers the context, here we have filtered the record by search text = “Blue”

Let us open the first record.

On navigating back, the context is retained.

We can also show and hide the Edit Columns and Edit filters option on views from Power Platform Admin Center >> [Environment] >> Settings >> Features >> Grid and Views section

Hope it helps ..

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How to – Import Data from local data files to Dynamics 365 Customer Insights

Continuing our previous posts,

Set up Dynamics 365 Customer Insights Trial

Import Data from Dataverse

here we will import the contact records from a local excel file.

Navigate to Data >> Data Sources and click on Add data source

This time we will select the import method as Microsoft Power Query

Select Excel Workbook as the source.

Select Upload File (preview) option that lets us upload or drag a file directly from the local machine.

It will upload the file to the user’s OneDrive for Business account.

On dragging or uploading the file, we need to specify details for Connection Credentials i.e. create a new connection (if not already existing).

We have the different options for

Authentication kind – Anonymous or Organization Account.
Privacy Level – None, Private, Organizational, Public.

Let us change the Authentication kind to Organization account (followed by sign-in) and Privacy Level as Public and click on Next.

After successful sign-in, click on Next.

We can also see the file uploaded in the one drive.

Now within the Power Query editor, we have set the first row as a header.

Also, we need to remove the space from the column name (if any).

Save the query and click on Next.

For now, we have set the Refresh Settings as Refresh manually.

We can see the new data source added and being refreshed.

We have just 10 records in our Contact excel file.

It took around 2 hours for refresh to complete.

We can see the contact entity from the excel file added in Entities.

Click on it to see the Attributes.

And the Data

Now we have our contacts data ready from 2 different data sources ready, one from Dataverse and another from excel for the map, match, and merge, which we would do in the next post.

How to – Unify (Map, Match and Merge) Entities in Dynamics 365 Customer Insights

Hope it helps..

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How to – Use SetAutoNumberSeed Action to reset/update the seed for the Autonumber attribute – DataVerse (Dynamics 365 / CRM)

Suppose we have the following Autonumber field created with

Seed value – 1000 and Format – {SEQNUM:4}

Now based on a certain requirement, we want to dynamically / programmatically update / reset the seed value.

For this, we can make use SetAutoNumberSeed Action

Below we can see the auto number set as 1007 on creating a new contact record.

Now to set it back to 1000 we can run the following code –

On executing the action, we can see the next contact record having autonumber field set as 1000.

Another example –

On updating the value to 888, and creating a new contact record

Sample code –

                OrganizationRequest customActionRequest =
                    new OrganizationRequest("SetAutoNumberSeed");

                // name of the entity
                customActionRequest["EntityName"] = "contact";

                // attribute's schema name
                customActionRequest["AttributeName"] = "cr59f_myautonumber";

                // the value we want to set
                customActionRequest["Value"] = Convert.ToInt64(888);

                OrganizationResponse customActionResponse = 
                    svc.Execute(customActionRequest);

Check other posts –

Few key points – Auto Number field in Dataverse (Dynamics 365 CE / CRM)

Set Auto Number field value conditionally in Dynamics 365 / Dataverse

https://powerobjects.com/tips-and-tricks/auto-number-d365-version-9/

Hope it helps..

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How to – Delete Data Source in Dynamics 365 Customer Insights

While trying to delete a data source we might below error if we have already used it for Match and Merge for defining the customer profile.

“Couldn’t delete data source. To process, remove its entities from: Match, Merge.”

Click on Enrichment

Navigate to Match.

Here also we cannot remove the entities in Unify as we have already used them in Merge.

So let us navigate to Merge.

Select all the fields from the DataSource (CRMDataSource in our case) which we want to delete, and click on Exclude.

Save the changes.

Now navigate back to Match and we will get the option to remove the CRMDataSource.

However, we will still not see the option to save the change as we just have 2 entities there.

Here we can add a different data source’s entity, e.g. we added the contact from our test data source.

And saved the changes.

Now as the last step we need to remove the entity from the Map also.

Click on Edit fields and unselect the entity, followed by Apply.

Navigating back to Data Sources, we were able to delete the Data Source successfully now.

So in short, if we need to delete a data source, which we have configured for customer profile, we need to first remove its references from Merge, Match and than Map.

Hope it helps..

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