Tag: Dynamics 365

Execute Privilege Name (ExecutePrivilegeName) property of Custom API in Dynamics 365 / Microsoft Dataverse


In the previous post, we created a simple custom API  https://nishantrana.me/2021/01/13/use-custom-api-to-create-custom-messages-in-dynamics-365/

Let us look at its different properties starting with ExecutePrivilegeName

Execute Privilege Name attribute of custom API allows us to specify the name of the privilege that allows execution of the custom API.

Let us update the custom API and specify the privilege name.

For simplification, we have used prvCreateIncident here i.e. Create Case / Incident Privilege.

To get the Privilege name

https://%5Borgname%5D.api.crm.dynamics.com/api/data/v9.1/privileges?$select=name


To test, we updated the security of the Application User to Sales Manager role which doesn’t have the create incident privilege.

Calling the custom API this time as expected gave us the below error

{“error”:{“code”:”0x80040220″,”message”:”Principal user (Id=0f377e29-5545-eb11-a813-000d3a9bf733, type=8, roleCount=1, privilegeCount=727, accessMode=4), is missing prvCreateIncident privilege (Id=6cf9442b-e690-4cad-8b0a-e60464960b93) on OTC=112 for entity ‘incident’. context.Caller=0f377e29-5545-eb11-a813-000d3a9bf733″}}


If we specify an incorrect privilege name we would get the below error and will not be able to save the record.


Hope it helps..


 

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How to – Use Custom API to create custom messages in Dynamics 365


Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new message, to which we can hook our plugin, without defining any logic in the workflow. For this scenario or pattern now we can use Custom API instead.

There are different ways of creating a custom API.

  • Through the Maker Portal.
  • Using Web API or Organization Service.
  • Editing the solution files.

The 3 key entities involved here are

  1. CustomAPI
  2. CustomAPIRequestParameter
  3. CustomAPIResponseProperty

Let us try creating a CustomAPI through the maker portal.

Create a new solution, and click on New and select Custom API

Let us start with a very basic custom action.

Unique Name

This will be the name of the message. Should have the prefix same as solution’s publisher. 

Name

The name of the Custom API will show up inside the solution

Display Name

Localized display name of the Custom API

Description  

Localized description of the Custom API 

Binding Type 
  • Value: 0 Label: Global
  • Value: 1 Label: Entity
  • Value: 2 Label: EntityCollection

Bound Entity Logical Name 

Logical name of the entity in case of binding type – Entity and EntityCollection.

Is Function 
  • Value: 0 Label: No
  • Value: 1 Label: Yes

Allowed Custom Processing Step Type 
  • Value: 0 Label: None Meaning: No custom processing steps allowed.
  • Value: 1 Label: Async Only Meaning: Only asynchronous custom processing steps allowed
  • Value: 2 Label: Sync and Async Meaning: No restriction. 3rd party plug-ins can add synchronous logic to change the behavior of the message

Execute Privilege Name


Name of the Privilege that is required for the execution of the Custom API.

Plugin Type

Reference of the plugin registered for the Custom API 

So right now we have a very basic custom API registered of Global type, which doesn’t allow any steps to be registered and doesn’t need any privileges to execute

Let us write a sample plugin and associate with this new message.

Let us register the assembly

Now let us go back to our Custom API record and associate the Plugin registered.

Let us trigger the plugin by calling the Custom API through the Postman.

Let us check the plugin trace log inside Dynamics 365 App.

Get all details here 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-actions

Hope it helps..

Blog posts on 2021 Release Wave 1 – Dynamics 365

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Dynamics 365 Sales mobile app (preview)


The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting the customers.

Check other posts on 2020 Release Wave 2

To enable the App, navigate to Advanced Settings from the Sales Hub and then to Administration > System Settings > Mobile Client tab
We also need to enable Relevance search on the environment for the mobile app’s search to work.

For iOS –

https://go.microsoft.com/fwlink/p/?linkid=2151689

For Android –

https://go.microsoft.com/fwlink/p/?linkid=2152008

After installation open the app and sign in

From the list of apps, select the App to be used. Here we clicked on the Sales Hub app.

Below is the home page of the app.

The home page provides quick access to recent contacts and recent records along with reminders and insights.

More on Assistant –

https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant

The + option allows for the quick creation of Note and Contact records.

The more options allow access to the navigate to other part of the apps – dashboard and the other entities.

Search suggestions provide results while we are typing and grouping of search results to quickly find the information needed.

Other sub grid and form tab improvements in the app –

https://nishantrana.me/2020/09/28/sub-grid-and-form-tabs-improvements-in-power-apps-mobile-app/

The meetings option shows the calendar view and the meetings that are scheduled in the outlook.

We cannot create meetings from the Sales Mobile app.

Get all the details here –

Overview of the Dynamics 365 Sales mobile app

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

 

Recent Posts – 

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Application User Form missing in Dynamics 365


Recently while trying to create a new application user, we could not find the application user form for the system user entity in the web application.

Within the maker portal, we can see the form available and enabled for everyone.

It was inside our classic administration settings; we saw it listed as Inactive Forms

Activating and publishing the solution fixed the issue.

Hope it helps..

Historical Data Migration – Created On and Modified On in Dynamics 365


Very insightful article by Debajit !

Just to summarize –

If we are using SDK method from external application to set values for created on, modified on – we can use overriddencreatedon for created on. Modified on will be ignored.

Setting values in Pre-Create Plugin – values specified for both created on and modified on will be set in the record.

CreatedOn, CreatedBy, ModifiedOn and ModfiedBy– All you need to know to maintain history during Data Migration in Dynamics 365

How to – Setup a free trial of Dynamics 365 Marketing


If we already have a Microsoft 365 / Dynamics 365 tenant, we can directly request the trial for Dynamics 365 Marketing from Microsoft 365 Admin Center https://admin.microsoft.com through Purchase services > Dynamics 365 Marketing option.

And within Power Platform Admin Center https://admin.powerplatform.microsoft.com/, we can navigate to Dynamics 365 Apps >> Dynamics 365 Marketing Application solution and select Manage.

Here Dynamics 365 Marketing Application is the full application with both the solution and the services and Dynamics 365 Marketing Solution Only provides the entities without services.

Select the appropriate Dynamics 365 Organization.

Provide the address and click on Setup

After a few minutes, the setup would complete.

Take me to the app will open the Dynamics 365 Marketing App.

We can also set up Microsoft 365 Tenant or Dynamics 365 trial https://trials.dynamics.com/

(in case if we do not have one).

Microsoft recommends to sign up for Microsoft 365 E3 Trial

After the tenant is set up, go to Get started with Dynamics 365 Marketing page to set up the free trial.

https://dynamics.microsoft.com/en-us/get-started/free-trial/?appname=marketing

Here we provided the existing tenant’s account used.


Once the setup is done, the same sign up now options takes you to the instance picker page

Clicking on Open asks for an address.

Clicking on Begin opens the Dynamics 365 Marketing App.

We can log in to the Power Platform admin center and can see the environment created for the marketing app.

https://admin.powerplatform.microsoft.com/environments

Get all the details here –

https://docs.microsoft.com/en-us/dynamics365/marketing/trial-signup

https://docs.microsoft.com/en-gb/dynamics365/marketing/purchase-setup#add-a-marketing-app-to-your-microsoft-365-tenant

Hope it helps..

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