Tag: Dynamics 365

Fixed – Failed to process metadata description. We ran into a problem publishing the form. Please try again while publishing the form in Dynamics 365


While trying to publish the case form we got the below error –

Error: We ran into a problem publishing the form. Please try again. (SessionID: a000b750-91e2-11eb-9fd2-8fd31814d5b2)

Adding/removing components, refreshing the form multiple times, etc. didn’t help, and we kept getting the error.

Eventually, we switched to classic to make the required changes. There also we got the same error.

However here we got the option to download the log file.

The exception message was –

Failed to process metadata description – Name : Entity Key

An item with the same key has already been added.

As we got the error while trying to add the subgrid, we renamed the subgrid which we were trying to add

Saving the change i.e. new Name and publishing the form this worked successfully.

Similar issue – https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/301844/an-item-with-the-same-key-has-already-been-added-error-while-publishing-an-entity/871480

Hope it helps..

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Enhanced Personal Settings – 2021 Release Wave 1 in Dynamics 365 Sales


With 2021 Release Wave 1, a dedicated area for personal settings has been added in Dynamics 365 Sales Hub.

Before 2021 Release Wave 1 à

With 2021 Release Wave 1 à We can see a new area Personal Settings added in Sales Hub

The new personal setting area allows users to

  • Manage Insight cards
  • Manage Email Templates
  • Manage Email Signatures

Before 2021 Release Wave 1, the Manage insight cards settings were available inside the Sales Insight settings area

And Email templates and email signatures options were accessible within the Template section of the Admin Settings area. (In Customer Service Hub, these options are available within Customer Service Hub > Service > Templates section)

Both email signature and email template use the new editor

More on modern email template experience –

https://nishantrana.me/2020/08/20/modern-email-template-experience-in-dynamics-365-2020-release-wave-2/

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

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How to – Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms


Show/ Hide header and ribbon menu dynamically on Dynamics 365/ Model Driven App forms
by Debajit Dutta (MVP – Business Solutions) https://debajmecrm.com/

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Disable Security Defaults while login into Power Platform / Dynamics 365


Security Defaults provides preconfigured security settings such as MFA – Multi-factor authentication for all users, blocking legacy authentication protocols, etc.

Any tenant created on or after 22nd October 2019, will have this setting enabled for default.

    

An organization with complex security requirements could disable the security defaults and consider using Conditional Access instead.

Use Azure AD Conditional Access to block user access by device platform (Dynamics 365)

Use Azure AD Conditional Access to block access by country (Dynamics 365)

To disable Security default, login to Azure Portal

https://portal.azure.com

Navigate to Azure Active Directory > Properties

https://portal.azure.com/#blade/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/Properties


Toggle it to No and Save.


Hope it helps..

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Search this view capability on Grid in Dynamics 365


Search this view capability which was added in the product with 2020 Release Wave 1, searches on the fields specified in quick find view, but takes into consideration the selected view definition, when performing the search.

This is enabled by default.

Here Search this view will perform the search within the selected view i.e. All Contacts in this case.

The results show 3 records found within the All Contacts view, for the search term “alex”

The same search term returns blank in the case of Inactive contacts is selected.

The same applies to the sub-grids

To turn off this, select Yes for Use quick find view of an entity for searching on grid and sub-grids from General tab of System Settings

After applying the above change, we can see the text renamed to Quick Find within the Search Box.

Searching now, irrespective of the view selected, will perform the search across the records as per the definition of Quick Find view.

More on it

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Also read – Search limit on Quick Find

https://docs.microsoft.com/en-us/powerapps/user/grid-filters#use-search-on-a-grid

Hope it helps..

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Open forms, views, and dashboards through URL in Dynamics 365 Mobile / Tablet App


Recently we had a requirement to open an existing lead record within the Dynamics 365 Mobile App from another app.

Using the application handler for mobile clients this can be achieved.

Custom browser protocol – https://nishantrana.me/2020/09/22/use-custom-browser-protocol-to-launch-desktop-applications-from-dynamics-365/

We can either open an empty create entity form or an existing record by passing the GUID of the record.

Similarly, we can open a view and dashboard.

Below is the URL format

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

ms-dynamicsxrm://?pagetype=[entity/view/dashboard/create] &etn=[EntitySchemaName]&id=[GUID]

To open an existing lead record we would use the below URL

ms-dynamicsxrm://?pagetype=entity&etn=lead&id= e5975ea3-531c-e511-80d8-3863bb3ce2c8

Say for e.g. below is the lead record we want to open in the Dynamics 365 Tablet app from a desktop application.

The Windows Form Application –

On the click of the Open Lead button, the lead record is opened in the tablet app as shown below

In case we are not logged in to the app, it would ask us to sign in first and after successful login, it will open the lead record.

The same from an HTML page

The same is the experience for the mobile app.

Clicking on the link in the browser opens the Dynamics 365 Mobile App with the lead record specified in the id.

Similarly we can open a View, Dashboard, or the Create form for an entity.

Get all the details here –

https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/open-forms-views-dashboards-mobile-client-url

Also check out the custom workflow activity for it 

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Entity%20Mobile%20Deep%20Link.md

Check other posts on Dynamics 365 Mobile App 

https://nishantrana.me/2020/05/12/dynamics-365-for-phones-and-tablets-blog-posts/

Hope it helps..

 

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