How to – Send an email using AddressUsed attribute of ActivityParty entity in Dynamics 365


When it comes to sending an email in Dynamics 365 / CE / CRM, we specify the entity’s record (with email enabled) in to, cc and bcc field of the email activity entity, and then the email address attribute of that particular record is used.

We can enable email for a custom entity also.

What if we have multiple email address fields specified for a custom entity?

The field which was created first will be used.

Check the below blog post –

https://debajmecrm.com/making-an-entity-enabled-to-send-emails-in-dynamics-365-and-its-existing-email-fields-gotchas/

What about entity like contact and account which have email, email address 2 and email address 3 fields?

If we trying sending an email to the above contact record, which has email address fields as blank programmatically we will get the below error

“Could not find the email address for the recipient of type ‘Contact’ with ID…”

What if we only have the email address 3 field having email id specified and the other 2 email field are blank?

This time our code will run without error, and CRM will pick up the email id specified in the email address 3 field. It will first check for email, then email address 2, and then finally email address 3 field. This happens only in the case of out of the box entity like contact and account.

What if we want to send an email to an email id not specified in the record?

Well in that case AddressUsed attribute of Activity Party can be used as shown below –

On running the above code, we can see the email specified in the addressused field being used

Understand more about activity party entity

https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg309626(v=crm.8)?redirectedfrom=MSDN

The helpful post

http://mostlymscrm.blogspot.com/2012/11/sending-emails-to-specific-address.html

Hope it helps..

string ConnectionString = "AuthType = OAuth; " +
"Username = userid;" +
"Password = pwd; " +
"Url = https://mydev.crm.dynamics.com/;" +
"AppId=51f81489-12ee-4a9e-aaae-a2591f45987d;" +
"RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;" +
"LoginPrompt=Auto";

            CrmServiceClient svc = new CrmServiceClient(ConnectionString);

            if (svc.IsReady)
            {
                
                // guid of the contact record 
                Guid contactID = new Guid("0bd90832-bb52-eb11-bb23-000d3a5696d2");

                // initializing activity party entity
                Entity fromAP = new Entity("activityparty");
                Entity toAP = new Entity("activityparty");
                fromAP["partyid"] = new EntityReference("systemuser", new Guid("7de293e1-8352-eb11-bb23-000d3a569919"));
                toAP["partyid"] = new EntityReference("contact", contactID);

                // using the addressused attribute
                toAP["addressused"] = "nishant.rana.bliss@gmail.com";

                // create email record
                Entity email = new Entity("email");
                email["from"] = new Entity[] { fromAP };
                email["to"] = new Entity[] { toAP };
                email["regardingobjectid"] = new EntityReference("contact", contactID);
                email["subject"] = "Sample Subject";
                email["description"] = "This is sample description.";             
                Guid emailId = svc.Create(email);

                // Send email
                SendEmailRequest sendEmailRequest = new SendEmailRequest
                {
                    EmailId = emailId,                   
                    IssueSend = true
                };

                SendEmailResponse sendEmailResponse = (SendEmailResponse)svc.Execute(sendEmailRequest);

            }
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How to – Create a custom API of type function in Dynamics 365 / Microsoft Dataverse


Continuing our previous posts,

Create Custom API Message
https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/

Allowed Custom Processing Step Type Property –

https://nishantrana.me/2021/01/20/allowed-custom-processing-step-type-allowedcustomprocessingsteptype-property-of-custom-api-in-dynamics-365-microsoft-dataverse/

Here we will create a custom API of type function by setting Is Function property as true.

  • The function requires HTTP GET method.
  • The function must include at least one Custom API Response Property defined.
  • The function cannot use Entity or Entity Collection Request Parameter, i.e. Binding Type can only be Global in case of Function.

Let us define a Custom API Response Property and associate it with the custom function defined.

Here we have defined a custom API response property of type Boolean.

The other data type supported are

Below is the plug-in that we will associate with the Custom API message, here we are setting the value of the response parameter.

Associated the plugin to the custom API message

Let us trigger our function using the Postman.

Invoking Custom APIs

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-api#invoking-custom-apis

Plugin trace log –

More information on Custom API

Hope it helps..

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Custom API Request Parameter entity in Dynamics 365 / Microsoft Dataverse


Continuing our previous posts on Custom API

Here we will look at the CustomAPIRequestParameter entity.

  • This entity can be used to define input parameters to the Custom API.
  • It is not a mandatory entity for Custom API i.e. we can define a custom API without any input/request or output/response parameter.
  • In the case of multiple parameters, ordering is not important as they are identified using the name.
  • One parameter can be associated with only one Custom API.
  • We can have multiple parameters with the same Unique Name as long as they are associated with different Custom API.

Say e.g. below is our Custom API

And this is our Custom API Request Parameter associated with the above API of type String

The different data type for the request parameter

Below is our plugin registered for the custom message.

We are checking for the input parameter and writing it in the trace log.

Let us call our custom API

And let us check the plugin trace logs.

We can see the message being called successfully.

Get more details –

Create and use Custom APIs

Hope it helps..

Export key attribute uniquename for component CustomAPI must start with a valid customization prefix exception while creating Custom Action in Dynamics 365


We might get below error while creating a custom action from the maker portal without specifying the prefix.

Unhandled exception:

Exception type: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]

Message: Export key attribute uniquename for component CustomAPI must start with a valid customization prefix

As the message suggests, we need to add prefix to the Unique Name of the custom API.

Check the prefix of the solution publisher and specify the same.

Adding the prefix allows us to save and create the Custom action record.

Microsoft docs suggest that is should match the prefix specified for the solution publisher

but it seems we can specify any prefix there and it allows us to save the record.

More on Custom API –

Create Custom API Message –
https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/

Execute Privilege Name Property –

https://nishantrana.me/2021/01/14/execute-privilege-name-executeprivilegename-property-of-custom-api-in-dynamics-365-microsoft-dataverse/

Allowed Custom Processing Step Type Property –

https://nishantrana.me/2021/01/20/allowed-custom-processing-step-type-allowedcustomprocessingsteptype-property-of-custom-api-in-dynamics-365-microsoft-dataverse/

Hope it helps..

Allowed Custom Processing Step Type (AllowedCustomProcessingStepType) property of Custom API in Dynamics 365 / Microsoft Dataverse


Continuing our previous posts, let us check the AllowedCustomProcessingStepType attribute in this blog post

https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/

https://nishantrana.me/2021/01/14/execute-privilege-name-executeprivilegename-property-of-custom-api-in-dynamics-365-microsoft-dataverse/

Allowed Custom Processing Step Type attribute of custom API allows us to control whether other plugins can be registered or not against the custom message

  • 0 – None – No custom processing steps are allowed.
  • 1 – Async Only– Only Async processing steps are allowed.
  • 2 – Both Async and Sync custom processing steps are allowed

Let us create a custom API with the value of “Allowed Custom Processing Step Type” as None.

If we check inside the Plugin Registration tool, we will not find the above message that we registered i.e. my_sampleAPI there.

Let us create another custom API and specify “Allowed Custom Processing Step Type” as Async Only.

As expected we can find the message available there.

As it is Async Only, if we try to register the step with Synchronous mode, we will get the below error.

Custom SdkMessageProcessingStep is not allowed on the specified message and entity.

As expected it allows us to register the step in asynchronous mode.

Get more details –

Create and use Custom APIs

Hope it helps..

Unable to retrieve attribute=businessunitid for entityLogicalName=systemuser exception while creating Application User in Dynamics 365


Recently while trying to add a new application user we got the below error message

More on Application User

https://nishantrana.me/2020/12/24/application-user-form-missing-in-dynamics-365/

https://nishantrana.me/2020/12/23/d365-the-user-is-not-a-member-of-the-organization-error-while-connecting-to-ce/

Adding the missing Business Unit field in the form fixed it.

Hope it helps..