Disable recent records (Disable most recently used items) for the Lookup field used in the Business Process Flow (Dataverse / Dynamics 365)


Suppose we have the below Customer Lookup in the Sample Stage of a Business Process Flow.

As we can see the lookup shows the Recent records there.

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Now say we have applied filtering to the lookup using addPreSearch so we need to disable the recent records options in it.

To do so for the fields in BPF –

Open the corresponding table of the BPF (will have the same name as BPF)

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Open the form, select the Customer (lookup) field from the Tree View, and check the Disable most recently used items (save and publish the change)

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As expected we can now see the recent records options not appearing for the Customer lookup in the BPF.

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Hope it helps..

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How to – Delete the elastic table records (Dataverse)


Recently we wrote an SSIS package to delete the Elastic Table records using KingswaySoft’s Integration Toolkit for Dynamics 365.

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We had mapped the primary field for deletion and the package was also showing success.

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However back in our CRM / Sales Hub app, we saw that none of the records were deleted (total – 48999)

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The reason it was showing success is that we had specified the Ignore Error option in our CDS Destination component.

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Then we created 2 more records but didn’t specify the partition ID for them.

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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.

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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.

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[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.

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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);

Hope it helps..

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Fixed – EntityState must be set to null, Created (for Create message) or Changed (for Update message) exception in Dataverse / Dynamics 365


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

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The error occurs 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.

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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.

  1. Use UpdateObject, it explicitly tells the context that the entity has been changed followed by SaveChanges() to commit the changes.
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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);
                }     
            }
        }

Hope it helps..

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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.

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To fix this we might think of applying the below formula by replacing “\n” with “”.

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

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On triggering our flow after these changes.

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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.

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Next comes our formula where we will use this variable.

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

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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 add onchange event to a field in the Business Process Flow


Let us continue our previous post, here we will update the script to add an onchange event to the Identify Sales Team field in the Business Process Flow. Based on the value selected we will make the Develop Proposal field mandatory.

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Below is the code we need to add for it.

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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);
        }    

		formContext.getControl("header_process_identifypursuitteam").getAttribute().addOnChange(function(executionContext) {

                if (formContext.getControl("header_process_identifypursuitteam").getAttribute().getValue()) 
				{
                    formContext.getControl("header_process_developproposal").getAttribute().setRequiredLevel("required");
                }
                else 
				{
                    formContext.getControl("header_process_developproposal").getAttribute().setRequiredLevel("none");
                }
            });
  }
  
  
  
  

We can add it to the field if it is in the form also, that will also work the same. However, if we do not have the field on the form we need to add it to the field on the BPF.

On selecting the value completed for Identify Sales Team, we can see the Develop Proposal field being set as mandatory.

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Later if we add the same field on the form, or into another stage of the BPF, the onchange event will apply and work for them.

For the field on the form –

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Same field in another stage –

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Hope it helps..

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