CRM – Page 34 – Nishant Rana's Weblog

Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval

Recently we were getting the below error for one of our Flows.

BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’.

Everything seemed right.

Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security role.

Provide – Read Access to System Job inside Customization tab.

Before –

After –

This time our flow worked smoothly.

Hope it helps..

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Step by step – Configure Dynamics 365 Marketing in a Dataverse Environment

To configure Dynamics 365 Marketing in an existing Dataverse Environment –

Click on Dynamics 365 apps inside Resources

If Dynamics 365 Marketing is not listed there, log in to Microsoft Admin Center and start the trial.

We can see the product listed within Admin Center.

Back in Power Platform Admin Center we can see the Marketing application listed in the resources.

We can either install the Dynamics 365 Marketing Application with complete features or the Dynamics 365 Marketing Solution only, which only installs the solution.

Note – you don’t need a Global Admin role, the System Administrator role is enough to finish the setup.

It asks for the address to continue. In the case of multiple organizations, it would give the option of selecting the organization against which we want to configure the marketing app.

The installation starts, usually it takes somewhere around 2 hours or so.

After installation finishes, we can navigate to the app or uninstall the marketing app from the org.

Take me to the app, opens the app.

We can all see the Marketing app listed in the Apps section.

Similarly to Uninstall Dynamics 365 Marketing Application, we use the same option – navigate to Resources >> Dynamics 365 Apps – select Manage for the app.

It takes to the Marketing Admin Page, from where we can Uninstall the App

Read the details before continuing with the uninstall.

Apart from configuring Dynamics 365 Marketing over an existing organization, we can also set up a separate trial of the Marketing app.

https://dynamics.microsoft.com/en-gb/marketing/overview/#

Specify the work email id and launch the trial.

We can see the trial environment listed separately within Power Platform Admin Center

Hope it helps..

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Fixed – You do not have a license to use Microsoft Dynamics 365

Recently we started getting the below error suddenly in one of our environments for all the users.

“You need a Microsoft Dynamics 365 license to continue. You do not have a license to use Microsoft Dynamics 365. Contact your Office 365 administrator to assign a Microsoft Dynamics 365 license to you.”

The users had the required CRM licenses and this error was only coming for the case entity.

Eventually, we realized that a Plugin / Workflow was running under the context (owner for Workflow) of a user who had recently left the organization and had his account disabled inside CRM.

Updating the context and owner of the workflow to run under the Service Account (with appropriate roles) fixed the issue.

Hope it helps..

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

Can we convert the existing text field to the Auto Number field?

Yes, e.g. we can update the Last Name attribute of the lead’s data type to be of Auto number from Text.

Can we convert the auto number field back to the normal text field?

Yes

Can the auto number field have duplicate values?

Yes, the platform allows having more than one record to have the same value. It doesn’t throw an error.

Multiple lead records have null values for the auto number field as shown below.

What if the Seed value increases than the digits specified?

The platform will assign the next value and will not throw an exception.

Can we change the format of the existing auto number field?

Yes

It will affect any new records created.

What other things we can do with the auto number fields?

We can make the field read–only in the form so that users do enter the values manually, we make the field required and for uniqueness, we can enable alternate keys on it.

What is the min and max length of the RANDSTRING placeholders?

Between 1-6

What about maximum seed value?

The auto number field is similar to a text field, it is different in that it generates a unique number when there is no value specified for it.

Get all details here –

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/create-auto-number-attributes

https://jonasr.app/2017/10/anm/

Hope it helps..

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Fixed – Error code: ‘UserNotMemberOfCdsSecurityGroup’. Error Message: ‘The user ‘xyz’ cannot be created in Microsoft Dataverse because the account is not a member of group ‘abc’

We would get this error within Power Automate Approval Flow if we are using Security Group to control access to Dynamics 365 Environment and are sending Approval to a user who is not a member of that security group.

Below is the User within the Tenant but is not member of the My CRM Group Security Group associated with that Environment.

The Security Group – My CRM Group – assigned to Environment against which flow is created.

So to fix the issue, as the error message indicates, we need to add the user to the Security group.

After adding the user to the Security Group, the flow runs successfully

Also, the User (unlicensed in our case) gets added to CRM with Approvals
User security role as shown below.

Check other posts on Approvals –

Approvals – Power Automate & Dynamics 365

Hope it helps..

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Using DataSourceInfo and RecordInfo function for checking permissions for a Dataverse table or record in Canvas App

DataSourceInfo function can be used to check the Table / Entity level permission.

We can check for Create, Read, Edit, and Delete Permission and can disable, hide and show the corresponding create, edit and delete buttons for the users.

DataSourceInfo.CreatePermission
DataSourceInfo. DeletePermission
DataSourceInfo. EditPermission
DataSourceInfo. ReadPermission

DataSourceInfo function can also be used to obtain information about a particular column of the data source like Display Name, Max Length, Max Value, Min Length, Required.

https://www.inogic.com/blog/2020/11/how-to-use-datasourceinfo-in-canvas-app/

DataSourceInfo.DisplayName
DataSourceInfo.MaxLength
DataSourceInfo.MaxValue
DataSourceInfo.MinValue
DataSourceInfo.Required

Similarly, the RecordInfo function can be used to get the information about the record of a Dataverse data source.

We can check for the Read, Edit, and Delete Permission.

RecordInfo. ReadPermission
RecordInfo. EditPermission
RecordInfo.DeletePermission

Hide Show control based on Security Role in Canvas App

Here for our sample Canvas App we have a button and a Gallery having Data source as Cases

1	Visible	Button	If(DataSourceInfo(Cases,DataSourceInfo.ReadPermission), true, false)
2	Visible	Edit	If(RecordInfo(Gallery1.Selected, RecordInfo.EditPermission),true, false)
3	Visible	Delete	If(RecordInfo(Gallery1.Selected, RecordInfo.DeletePermission),true, false)

Now to test it, we have assigned the below custom security role/rights to another user – Test User 1 (along with Basic User security role)

i.e. Read, Write and Delete permission at the User Level on Case.

We have also shared the Average order shipment time record with Test User 1 assigning him the Write Permission.

Now when Test User 1 will open the Canvas App, the first button will be visible as he has the Read permission on the Case table.

In the gallery only the one record shared will be visible along with the Edit button on the same.

Let us just share one more case record with only Read permission to Test User 1.

We can see the record displayed for Test User 1.

It shows the Edit button for the new record, although we shared the record with the Read permission.

We have the following formula for the Edit button’s OnSelect

Patch(Cases, LookUp(Cases,’Case Number’ = lblCaseNumber.Text), {‘Case Title’:”Sample Title”})

So clicking on Edit for the new record shared ‘Complete overhaul required‘ gives the below Permission error

Now pressing the same edit button for the ‘Average order shipment time’ record will update the record (set title as Sample Title) as it was shared with Write permission with Test User 1.