Tag: Dynamics 365

How to – Upload files to File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)


Let us take a simple example to understand how we can upload files to the file column through SSIS Package + KingswaySoft’s Integration Toolkit.

Here we have a File Column defined for the Contact Entity.

This is what our final package looks like –

Our SSIS package will pick up the contact’s email, file path, and file name from the CSV file as the source using the Premium Flat File Source component.

The premium derived component adds a new column that reads / stores the binary content of the file specified in excel.

Finally, in CDS Destination we are doing Upsert on contact entity based on the email id field specified in the source excel file.

The mapping –

On running the package, we can see the file uploaded to the corresponding contact records.

To extract attachment from notes-https://nishantrana.me/2021/02/10/extracting-attachments-from-notes-in-dynamics-365-dataverse/

To download files using Download Block Request –https://nishantrana.me/2022/03/14/how-to-download-file-from-file-column-using-initializefileblocksdownload-and-downloadblock-request-dynamics-365-crm-dataverse/

To upload files using Upload Block Request –https://nishantrana.me/2022/03/15/how-to-upload-file-to-file-column-using-initializefileblocksupload-and-uploadblock-request-dynamics-365-crm/

Understand File and Image Data Type –https://nishantrana.me/2021/10/01/using-file-and-image-data-type-in-dataverse-dynamics-365/

Try out the wonderful, feature-rich, and powerful SSIS Integration Toolkit for Dynamics 365 by KingswaySoft –https://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/download

Check other articles on SSIS plus CRM – https://nishantrana.me/2018/11/26/ssis-and-microsoft-dynamics-365/

Hope it helps..

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How to – Download files from File Column / Attribute using SSIS – KingswaySoft (Dynamics 365/ CRM)


Let us take a simple example to understand how we can download files from the file column using SSIS Package + KingswaySoft’s Integration Toolkit.

Here we have a File Column defined for Contact Entity.

Our SSIS package will run on all the contact records and will extract the file from the records to one of the folders in the local machine.

This is what our package’s data flow looks like.

It has just 2 components CDS Source and Premium Derived Column.

CDS Source is connected to the Contact entity.

For Columns, we have selected our file column fields.

Next, we have next added a Primary Derived Column component.

We have used the WriteBinaryComponent function to write the binary content (new_myfile_binarycontent field) to a file.

WriteBinaryContent(“D:\\MyDownloadedFile\\”+[new_myfile_name], new_myfile_binarycontent])

On running the package successfully, we can see the files downloaded at the folder specified.

The result – as we just had 2 contact records out of 106 having file uploaded to it we can see those 2 filed downloaded.

Hope it helps..

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How to – Download File from File Column using InitializeFileBlocksDownload and DownloadBlock Request (Dynamics 365/ CRM / Dataverse)


Sharing a sample code which we can use to download the file from the File Column

Also read –

https://nishantrana.me/2021/10/01/using-file-and-image-data-type-in-dataverse-dynamics-365/

File Attribute

Here we would download the below file uploaded to one of the contact records.

The sample code –

On calling the method –

We can see the file downloaded at the location specified

Here the file transfers are limited to a maximum of 16 MB in a single call. In case of more than 16 MB, we need to divide the data into 4 MB or smaller chunks, combine or join the downloaded data to form the complete file.

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/file-attributes#example-net-c-code-for-download-with-chunking

Get more details – Retrieve File Data

*interestingly enough we didn't get any error while trying to download files with size more than 16 GB by using the DownloadBlockRequest

Hope it helps..

private static void DownloadFile(CrmServiceClient svc, string *interestingly enough we didn't get any error while trying to download files with size entityName, Guid recordGuid, 
            string fileAttributeName, string filePath)
        {
            var initializeFileBlocksDownloadRequest = new InitializeFileBlocksDownloadRequest
            {
                Target = new EntityReference(entityName, recordGuid),
                FileAttributeName = fileAttributeName
            };

            var initializeFileBlocksDownloadResponse = (InitializeFileBlocksDownloadResponse)
                svc.Execute(initializeFileBlocksDownloadRequest);

            DownloadBlockRequest downloadBlockRequest = new DownloadBlockRequest
            {
                FileContinuationToken = initializeFileBlocksDownloadResponse.FileContinuationToken
            };

            var downloadBlockResponse = (DownloadBlockResponse)svc.Execute(downloadBlockRequest);

            // Creates a new file, writes the specified byte array to the file,
            // and then closes the file. If the target file already exists, it is overwritten.

            File.WriteAllBytes(filePath + 
                initializeFileBlocksDownloadResponse.FileName, 
                downloadBlockResponse.Data);

        }
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Fixed – User Presence not working – Customer Service Workspace / Omnichannel (Dynamics 365/CRM)


Recently while exploring Customer Service Workspace we could not see the presence being loaded for the users.

The first thing we need to check here is if the user has either the Omnichannel Agent / Supervisor role or Customer Service Representative role assigned. (it will not load even if you are a system admin or Omnichannel Administrator role only)

The next thing to check is the omnichannel record (Channel Integration Framework V2.0 Providers entity/table)

Check the value for the Channel URL field –

It should be

https://oc-cdn-ocprod.azureedge.net/convcontrol/ChatControl.htm?uci=true&clientName=zfp&cloudType=Public&env=prod&ocBaseUrl=https://unq0c996fcff27241fb845216a48ece6-crm.omnichannelengagementhub.com&ucilib=https://org749544d7.crm.dynamics.com/webresources/Widget/msdyn_ciLibrary.js

Replace the first part in ocBaseUrl with your organization’s Unique Name (Customization > Developer Resources)

and second is the organization base url in the uclib.

If it still doesn’t work or gets stuck at 25 or 57 percent, check if you have security defaults enabled in the tenant if so either disable it.

Disable Security Defaults while login into Power Platform / Dynamics 365 – Nishant Rana’s Weblog

Or make sure the users have the multi-factor authentication set up on their account.

After we made sure all the above settings – we had the presence working for the users.

Get all the details here-

Troubleshoot issues in Omnichannel for Customer Service

Hope it helps..

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How to – Disable / Read Only fields in Editable Grid control (Dynamics 365 / CRM)


Say for e.g. we have a requirement to make a certain field or column in the Editable Grid as read-only.

Here we have enabled Editable Grid control for Contact table.

Below are the 2 ways of achieving it –

Here we are taking the email field as an example.

  • Field level security –

We have enabled Field Security on the Email field.

And we have set Allow Read and Allow Create as Yes and Allow Update as No.

And added the appropriate users or teams to which this profile should apply.

Now when the user tries to make changes in the email field, it comes as locked.

The other fields still come as editable as we have not enabled them for field security.

  • The other option is JavaScript on the OnRecordSelect event

Code –

function onGridRowSelected(context) {
    context
        .getFormContext()
        .getData()
        .getEntity()
        .attributes.forEach(function (attr) {
            if (attr.getName() === "emailaddress1") {
                attr.controls.forEach(function (myField) {
                    myField.setDisabled(true);
                });
            }
        });
}

The result –

Also check  – https://nishantrana.me/2022/02/15/power-apps-grid-control-in-model-driven-apps-dynamics-365-crm/

Hope it helps..

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How to – Free up File Usage – Dataverse Storage Capacity (Dynamics 365 / CRM)


Recently we saw File usage for one of the environments reaching around 68 GB.

We managed to bring it down to around 10 GB or so by (Microsoft Support quickly helped us by sharing the required details here)

  • Deleting the System Job of Type Workflow with Status as Successful.
How to – Immediately (sync)bulk delete AsyncOperation or Workflow System Job records in Dataverse (Dynamics 365 / CRM)
  • We ran Bulk Deletion Job to delete successful and suspended System Jobs.

     Settings >> Data Management >> Bulk Record Deletion

  • We can also delete attachments or emails or notes having attachments either through Advanced Find or Bulk Deletion job if not using them.
  • Uninstalled the Analytics Solution for Sales to delete the analytics data.

https://docs.microsoft.com/en-us/dynamics365/sales/uninstall-sales-insights#how-to-uninstall-sales-insights

  • Disabled the Analytics / Insights for Customer Service Hub.

Customer Service Hub >> Service Management >> Insights (Settings)

Nicely explained here –

https://community.dynamics.com/365/f/dynamics-365-general-forum/416139/customer-guide-how-to-reduce-consumption-of–analytics-tables

Also, check

https://docs.microsoft.com/en-us/power-platform/admin/free-storage-space

Hope it helps..

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