Dynamics 365 – Page 10 – Nishant Rana's Weblog

Updating Records Without Triggering Plugins – Bypassing Plugin Execution in Dynamics 365 / Dataverse using C#

Recently, we had to write a small utility—a console application—that would go and update a bunch of existing records in our Dynamics 365 environment. However, we didn’t want any of my custom plugins to trigger during this update. Because the updates were internal, more like data correction / cleanup, and had nothing to do with business rules or processes enforced via plugins. Triggering them would’ve not only been unnecessary but could also lead to unwanted side effects like auto-assignments, email sends, or data syncing. Thankfully, the Dataverse platform provides us with two powerful properties that allow us to selectively bypass plugin execution logic.

BypassCustomPluginExecution – This allows us to bypass all the plugin steps for an operation – create, update, delete, etc.

BypassBusinessLogicExecutionStepIds – If we do not want to skip all the plugin steps, but just a few specific ones, we can use this property.

We have the below sample plugin registered that throws InvalidPluginExecutionException on the update of the lead record.

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On updating the record through the console app, we will get the same exception.

To bypass all the plugins that are registered on Update, we can use the BypassCustomPluginExecution property as shown below.

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To bypass only the specific plugin steps that are registered on Update, we can use the BypassBusinessLogicExecutionStepIds property as shown below.

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One point to remember is these flags do not bypass system plugins or platform logic—only custom plugin steps we’ve registered.

This was a really handy trick in our recent utility and helped us to safely update the records without triggering the plugin. The other options could have been to either temporarily deactivate the plugin step, add certain conditions to the plugin based on calling user, flag/fields on the record etc.

Also check – https://nishantrana.me/2023/11/08/use-tag-parameter-to-add-a-shared-variable-to-the-plugin-dataverse-dynamics-365/comment-page-1/

Hope it helps..

Fixed – “Input String Was Not in a Correct Format / The specified domain does not exist or cannot be contacted” in Dataverse Plugin (Dynamics 365)

In one of our plugins, we encountered “The specified domain does not exist or cannot be contacted – System.FormatException: Input string was not in a correct format” error. Basically this issue can arise due to incorrect string formatting, unexpected data types, or missing values.

Our initial thought was that it could be because one of the GUID data type fields was null and being used in the Retrieve method.

However, it turned out to be because of the following trace statement.

Sample code –

Extra space inside { 1}. The correct syntax is {1} instead of { 1}. We removed the extra space.

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This fixed the issue for us.

Hope it helps..

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Visualize Data in a View with Copilot (Preview) – Dataverse / Dynamics 365

The copilot-powered data visualization in views feature, currently in preview, allows us to generate quick and insightful charts from Dataverse table views using natural language. We can select a table view and ask Copilot to generate visualizations, making data interpretation easier.

Natural Language Queries – Ask Copilot in simple terms to generate relevant charts.
Multiple Chart Types – Bar charts, pie charts, line graphs, and more.
Instant Insights – No need to build reports; visualize directly from your data view.
Interactive Refinements – Modify the chart type or tweak the data selection.

To enable it, for the environment, navigate to Settings >> Features and enable Natural Language Grid and View Search.

We can see the Visualize button added to the views.

It generates the Chart based on the data in the view.

Selecting a particular area filters the data in the view accordingly.

We also have the option to change the chart type, copy the chart, expand the view, etc.

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We can also use natural language to specify the data or can select AI-generated suggestions for the views.

More on Natural Language Grid and View Search – https://nishantrana.me/2025/02/04/check-out-the-natural-language-grid-and-view-search/

Here we selected/specified the query “Cases where customer is Alpine Ski House” and the Chart and View updated accordingly.

This Copilot-driven data visualization feature is a game-changer for users who need quick insights from their data without setting up complex reports. With just a few clicks and simple queries, Power Apps can now deliver meaningful charts on the fly.

Get more information

Hope it helps..

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Identify the Event That Triggered the Flow using the SdkMessage in Dataverse / Power Automate.

When working with Power Automate (Cloud Flows) for Dataverse, a common scenario is handling multiple triggers efficiently. By default, we often create separate flows for different events, such as Create, Update, or Delete. However, using the SdkMessage field, we can identify the event that triggered the flow and handle different scenarios within a single flow. This approach reduces redundancy and simplifies flow management.

When a row change occurs in Dataverse, the SdkMessage value represents the operation that triggered the event e.g. Create, Update, and Delete.

Benefits of using SdkMessage –

Avoid multiple flows: Instead of separate flows for Create, Update, and Delete, use one flow and branch logic accordingly.

Improve maintainability: Less duplication means fewer flows to update when business logic changes.

Enhance performance: Fewer active flows reduce execution overhead and clutter.

Let us see it in action, we have created a flow with the “When a row is added, modified, or deleted” Trigger.

And a switch action on SdkMessage with Case for Create, Update, and Delete.

triggerOutputs()?[‘body/SdkMessage’]

On creating the lead record we can see the corresponding action being triggered.

Same for the update.

Using SdkMessage in a single Dataverse flow allows you to consolidate multiple triggers into one, making your automation cleaner and more efficient.

Additionally, we should use the Select columns and the Filter rows properties to avoid unnecessary flow runs and improve efficiency.

Hope it helps..

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Unable to save. This form can’t be saved due to a custom setting error in Dynamics 365 / Dataverse.

Recently we got the below error while trying to assign the record.

Unable to save. This form can’t be saved due to a custom setting.

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Turned out we had certain conditions in the OnSave event for the form, and if the record satisfies those conditions we were canceling the save event using

executionContext.getEventArgs().preventDefault();

So it was the expected behaviour, just that the error message was a bit generic.

Hope it helps..

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Querying / Filtering MultiSelect Choice / OptionSet Fields in Dataverse / Dynamics 365

MultiSelect OptionSet (Choices) fields in Dataverse provide a flexible way to store multiple values within a single field. However, querying and filtering these fields require different techniques depending on the approach used.

In this blog post, we will explore various ways to filter records based on the Skills field (cr1a7_skills), which has the following values:

Name	Value
C#	255780000
Java	255780001
Python	255780002

We have the Skills (choices) field in our Contact table.

The query is to fetch all the contact records where skills includes C# or Java.

Filtering Using FetchXML

FetchXML allows filtering MultiSelect Option Set fields using the contain-values operator.

<fetch>
  <entity name="contact">
    <attribute name="fullname" />    
    <filter>
      <condition attribute="cr1a7_skills" operator="contain-values">
        <value>255780000</value>
        <value>255780001</value>
      </condition>
    </filter>
  </entity>
</fetch>

Filtering Using QueryExpression (C#)

Using QueryExpression, we can apply the ContainValues condition to filter Multi

var query = new QueryExpression("contact");
query.ColumnSet.AddColumns("fullname");
query.Criteria.AddCondition("cr1a7_skills", ConditionOperator.ContainValues, 255780000, 255780001);

Filtering Using OData (Web API)

OData allows filtering MultiSelect Option Set fields using the ContainValues function.

https://orgname.crm.dynamics.com/api/data/v9.2/contacts?$select=fullname,createdon,modifiedon,statecode&$filter=(Microsoft.Dynamics.CRM.ContainValues(PropertyName='cr1a7_skills',PropertyValues=['255780000','255780001']))

Filtering Using SQL4CDS (XrmToolBox)

If you’re using the SQL4CDS tool in XrmToolBox, you can filter MultiSelect Option Set fields using LIKE conditions.

SELECT contactid,
       fullname
FROM   contact
WHERE  statecode = 0
       AND (cr1a7_skills = '255780000'
            OR cr1a7_skills LIKE '255780000,%'
            OR cr1a7_skills LIKE '%,255780000,%'
            OR cr1a7_skills LIKE '%,255780000'
            OR cr1a7_skills = '255780001'
            OR cr1a7_skills LIKE '255780001,%'
            OR cr1a7_skills LIKE '%,255780001,%'
            OR cr1a7_skills LIKE '%,255780001'            
            );

Filtering Using LINQ (C#)

For LINQ queries, MultiSelect Option Sets must be processed as OptionSetValueCollection.


        if (myServiceClient.IsReady)
        {
            using (var context = new OrganizationServiceContext(myServiceClient))
            {

                var skillValues = new List<int> { 255780000, 255780001 };              
                              
                var allContacts = context.CreateQuery("contact")
                .Where(c => c["cr1a7_skills"] != null &&
                            (int)c["statecode"] == 0)
                .ToList();                
              
                var filteredContacts = allContacts
                    .Where(c => ((OptionSetValueCollection)c["cr1a7_skills"])
                                .Select(osv => osv.Value)
                                .Any(skill => skillValues.Contains(skill)))
                    .Select(c => new
                    {
                        ContactId = c["contactid"],
                        FullName = c.Contains("fullname") ? c["fullname"].ToString() : string.Empty
                    })
                    .ToList();

                var result = filteredContacts;

            }
        }

Get more detailed information

Hope it helps..