CRM – Page 5 – Nishant Rana's Weblog

Add line break / new line for description field of Email – Dataverse / Power Automate

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.

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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 “”.

replace(triggerOutputs()?[‘body/description’],’\n’,’
‘)

On triggering our flow after these changes.

We still do not see the line break added in the description of the email.

This is because the ‘/n’ character is ignored by the replace formula.

To fix this we need to first initialize a variable for the new line of type string by hitting/pressing the Enter button for the Value.

Next comes our formula where we will use this variable.

replace(triggerOutputs()?[‘body/description’],variables(‘varNewLine’),’
‘)

Triggering the flow now –

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generates the proper email description with line break.

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The helpful post – https://tomriha.com/how-to-replace-new-line-n-in-a-power-automate-expression/

Hope it helps..

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Free up Storage space – ActivityPointerBase and WorkflowLogBase (Dataverse / Dynamics 365)

Had shared the steps we had followed to reduce the storage space for one of our environments which was a copy of production below a few months back –https://nishantrana.me/2023/09/28/free-up-storage-space-dataverse-dynamics-365/

This time we followed more or less the same steps, the main difference was this time we used our favorite XrmToolBox plugin SQL4CDS to perform the delete operations instead of the bulk deletion job.

However, even after deleting all the Activity type records (except one appointment record which was giving some error on deletion), as shown below, the ActivityPointer was still showing 13 GB of space occupied.

select activitytypecodename,activitytypecode, Count(activitytypecode) as Total
from activitypointer
group by activitytypecode, activitytypecodename
order by Total desc

And the same was true for the WorkflowLogBase, we used a bulk deletion job for deleting the system jobs with status as succeeded which deleted around 1200 records, however running the same query in SQL4CDS showed us around 70K records with status as success.

On trying to run the following query it gave us an “Expected non-empty Guid” error and we could not delete the records.

Eventually, we raised the Support Ticket for it, and the team ran the script in the background to delete/reduce the size of the Activity Pointer and Workflow Log table and eventually we were able to reduce the database usage (we also deleted few other table records)

Before –

After –

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Get more details

Hope it helps..

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Use JavaScript to enable / disable a field only if the Stage is Active in Business Process Flow – Dynamics 365 / Dataverse

Recently we had a requirement to set some of the fields in our business process flow to be enabled only if that stage is active.

E.g. We want to Identify Sales Team field to be Enabled only if the Propose stage is active, else we want to set it as read-only.

We can use the below JScript to achieve the same.

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Because the Propose stage is Inactive we have Identify Sales Team as read only.

On moving to the Propose stage, we can see the field being enabled back.

The key steps are –

In the onload of the form associate your function/logic to the OnStage change method of the Process object.

formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);

Next, check for the active stage ID.

Here to get the active stage ID, open the business process flow and get its Guid.

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Then using the awesome SQL4CDS XrmToolBox plugin get the Guid of the particular stage.

function OnLoad(executionContext)
{
	 var formContext = executionContext.getFormContext();
	 formContext.data.process.addOnStageChange(CheckStageAndToggleFieldBPF);
	 CheckStageAndToggleFieldBPF(executionContext);
}

 function CheckStageAndToggleFieldBPF(executionContext) {

        var formContext = executionContext.getFormContext();     
        var activeStage = formContext.data.process.getActiveStage();
        var activeStageId = activeStage.getId();		
        var stagePropose = "3a275c22-fc45-4e89-97fc-41e5ec578743";
     
        if (activeStageId.toLowerCase() === stagePropose) {          
                formContext.getControl("header_process_identifypursuitteam").setDisabled(false);                 
        }
        else {
            formContext.getControl("header_process_identifypursuitteam").setDisabled(true);
        }       
  }

select processidname,stagename, processstageid  from processstage 
where processid = '919E14D1-6489-4852-ABD0-A63A6ECAAC5D'

Also if we have the same fields used in multiple places / stages in the Business Process Flow, we will have the suffix added to the fields, so we need to refer the field appropriately in our script.

header_process_identifypursuitteam
header_process_identifypursuitteam_1
header_process_identifypursuitteam_2

Also check – https://www.c-sharpcorner.com/blogs/options-for-locking-field-on-business-process-flow

Hope it helps..

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How to remove contact and customer validation on Cases– Dynamics 365

By default, we can only specify the contact associated with the customer for the case record. If we try specifying a contact record that is not associated with the Customer selected, we will get the below error message.

Invalid Contact – The specified contact doesn’t belong to the account selected as the customer. Specify a contact that belongs to the selected account, and then try again.

Also, CRM will filter the lookup to show only the associated contact record

However, if we do not want this validation, we can remove it using the environment variable.

Search for Customer Entities Relationship For Incidents / msdyn_IncidentShouldValidatePrimaryContact

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Set the new value as 0.

Now we will be able to save the record using an unassociated contact.

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Get all the details here

Hope it helps..

Use the new Associated Grid Control to display details of other tables in subgrids – Model-driven App / Dynamics 365

With the Associated Grid Control we can configure and show up four subgrids in the form, making it a more intuitive and cleaner form layout, with ease of navigation.

Below we are adding the Associated Grid Control component to the Contact’s form.

Here we have specified the Subgrid Tables and Views to begin with.

For the 1st subgrid specified we can set the specific options from the properties pane. Here let us try checking the Show related rows properties for the cases subgrid.

On doing so, we get the below message.