Microsoft Dynamics 365 – Page 11 – Nishant Rana's Weblog

Configure Case Handling Time widget for the Case form – Dynamics 365 Customer Service

The Case Handling Time widget (preview) can be added to the Case Form, giving a focused way to track case resolution efficiency. By using this feature, we can identify patterns, make informed decisions, and continuously refine processes.

To enable it to navigate to

Customer Service Admin Center >> Customer Support >> Case Settings >> Case handling time (preview)

Update Interval specifies how frequently the handling time widget is refreshed (it also updates the database). Can be between 10 to 60 minutes. The interesting point here is if 2 agents open the same case at the same time, the widget will display 20 minutes, after 10 minutes.

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Next, open the form where we want to add the component, click on Get more components, and search for the Handling Time component to add it.

Configure the properties for the component –

Table – Time Trackers

View – All Time Trackers

Allow users to add time logs – True / False (enables agents to log time)

Show users only their contributed time – True / False (specifies whether an agent can only see their time or time entered by other agents also for that case)

Allow users to edit their automatic time tracked – True / False (specifies if an agent can edit automatic time tracked).

Save and publish the changes.

We can see the Handling Time widget at the bottom right corner in the minimized state on the form.

On maximizing it after some time, we can see the following details there.

Automatic Time Tracking, Manual Time Tracking, History section.

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Checking My Time shows the Live time spent by that particular agent.

Clicking on the plus button allows us to add manual Time log records.

If there is a second user who opens the form, the automatic time tracking shows the values applied to that user.

Get more information

Hope it helps..

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Fixed – The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported while using LINQ query (Dataverse / Dynamics 365)

We might get the below error while using LINQ to query Dataverse –

System.NotSupportedException: ‘The method ‘GroupJoin’ cannot follow the method ‘SelectMany’ or is not supported. Try writing the query in terms of supported methods or call the ‘AsEnumerable’ or ‘ToList’ method before calling unsupported methods.’

This error occurs because the GroupJoin method, which is essentially what happens during the into … syntax in LINQ, is not supported in the Dataverse/LINQ provider for Dynamics CRM. The issue is related to how the LINQ provider translates queries into FetchXML or SQL that the Dataverse understands. Specifically, nested joins or SelectMany (used by DefaultIfEmpty() in left joins) are not fully supported by the LINQ provider for Dataverse.

The GroupJoin and DefaultIfEmpty methods (used for left joins) result in queries that cannot be translated directly into FetchXML. The LINQ provider for Dataverse does not support all LINQ-to-Entities features, such as nested joins or advanced grouping logic. When you perform nested joins with DefaultIfEmpty() for left joins, the LINQ provider struggles to translate it into the underlying Dataverse query format, which is why the exception is thrown.

To fix it we can break the query into multiple steps as shown below.

However, here as we are fetching partial data into memory and combining it, it increases transfer and processing overhead and can take a long time to process based on the number of records.

The better alternative from a performance perspective would be to use FetchXML or QueryExpression here.

Also check writing complex LINQ queries

Hope it helps..

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Fixed – ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method’ while using LINQ query (Dataverse / Dynamics 365)

We might get the below error while using LINQ to query Dataverse – “System.NotSupportedException: ‘Invalid ‘where’ condition. An entity member is invoking an invalid property or method.’” Here we got the below error because we used the HasValue property.

Here the issue with HasValue arises because FetchXML doesn’t have a direct equivalent for nullable checks like HasValue in LINQ. In FetchXML, null checks are handled explicitly through conditions like neq (not equal) or eq (equal) with the null value. Therefore, instead of using HasValue, we need to manually check for null using != null or GetValueOrDefault().

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We will also get the same error on below query.

Here we get this error because OriginatingLeadId is a LookUp referencing Lead table, and we are trying to access the Name property of it in the where clause, which cannot be directly translated into FetchXML. To fix it we can perform a join between the Contact and Lead table.

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Let us see one more example.

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The query, c.Attributes[“firstname”].ToString() is trying to access the firstname attribute and convert it to a string. However, the LINQ provider doesn’t know how to translate.ToString() into a valid FetchXML query.

To fix it we can use GetAttributeValue method.

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Or doing the casting

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However, we will get the same not supported error if we try to use Attributes Collection.

The error occurs because of the syntax c.Attributes[“firstname”] directly accesses the internal Attributes dictionary of the Entity object. The LINQ provider in Dataverse (Dynamics 365) cannot translate this access pattern into a FetchXML

Check more about the LINQ l i mitations

Hope it helps..

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Fixed – Real-time marketing form’s Standalone page submitting to a different environment – (Dynamics 365 Customer Insights – Journeys)

Recently we migrated the Real-time marketing forms from our Dev environment to UAT environment using the Configuration Migration Tool. Here what we noticed was on submitting the form using the standalone page in UAT, the submissions were going back to the Dev environment instead of UAT.

This was because the data-form-api-url and data-cached-form-url property of msdynmkt_standalonehtml field of msdynmkt_marketingform record was still referencing the organization id of the Dev environment instead of UAT.

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<div data-form-id='167fce01-b674-ef11-a671-002248e36298'
data-form-api-url='https://public-oce.mkt.dynamics.com/api/v1.0/orgs/f69f1cea-23d9-446f-9130-ed45ce666b28/landingpageforms'
data-cached-form-url='https://assets-oce.mkt.dynamics.com/f69f1cea-23d9-446f-9130-ed45ce666b28/digitalassets/forms/xxxfce01-b674-ef11-a671-002248e36298' ></div>

The f69f1cea-23d9-446f-9130-ed45ce666b28 is the development environment’s organization ID.

This information is stored in the msdynmkt_standalonehtml field of msdynmkt_marketingform record.

select msdynmkt_marketingformid,msdynmkt_standalonehtml,* from msdynmkt_marketingform where msdynmkt_marketingformid = ‘formGUID’

To fix we replaced the Dev’s Organization ID = f69f1cea-23d9-446f-9130-ed45ce666b28 with UAT’s Organization ID = dd628e4e-ffd7-ed11-aecf-002248932ace

<div data-form-id='167fce01-b674-ef11-a671-002248e36298'
data-form-api-url='https://public-oce.mkt.dynamics.com/api/v1.0/orgs/dd628e4e-ffd7-ed11-aecf-002248932ace/landingpageforms'
data-cached-form-url='https://assets-oce.mkt.dynamics.com/dd628e4e-ffd7-ed11-aecf-002248932ace/digitalassets/forms/xxxfce01-b674-ef11-a671-002248e36298' >

And updated the marketing form record.

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update msdynmkt_marketingform
set msdynmkt_standalonehtml = '<div data-form-id=''067fce01-b674-ef11-a671-002248e36298''
 data-form-api-url=''https://public-oce.mkt.dynamics.com/api/v1.0/orgs/dd628e4e-ffd7-ed11-aecf-002248932ace/landingpageforms'' 
 data-cached-form-url=''https://assets-oce.mkt.dynamics.com/dd628e4e-ffd7-ed11-aecf-002248932ace/digitalassets/forms/067fce01-b674-ef11-a671-002248e36298'' >
 </div><script src = ''https://cxppusa1formui01cdnsa01-endpoint.azureedge.net/oce/FormLoader/FormLoader.bundle.js''></script>'
where msdynmkt_marketingformid = '067fce01-b674-ef11-a671-002248e36298'

After the update we can see submission reflecting back to the correct UAT environment.

The query we used to update all the forms with UAT’s Id

-- replace Dev Org ID with UAT Org ID in all the marketing forms 
UPDATE msdynmkt_marketingform
SET msdynmkt_standalonehtml = REPLACE(msdynmkt_standalonehtml, 'f69f1cea-23d9-446f-9130-ed45ce666b28', 'dd628e4e-ffd7-ed11-aecf-002248932ace')
where msdynmkt_standalonehtml is not null

Hope it helps..

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How to use the setIsValid Method in Dataverse / Dynamics 365

We can use the setIsValid method for validating field values in Model-driven apps. This method helps ensure that the data entered by users meets the required criteria before it’s processed or saved.

The setIsValid method is used to set the validity of a column’s value. It can mark a field as valid or invalid based on custom validation logic.

formContext.getAttribute(arg).setIsValid(bool, message);

bool: A Boolean value. Set to false to mark the column value as invalid, and true to mark it as valid.

message: (Optional) A string containing the message to display when the value is invalid.

Below we are using the setIsValid method in the function that ensures that the “End Date” is earlier than or equal to the “Start Date”, else it will mark the “End Date” as invalid.

function validateDates(executionContext) {
    var formContext = executionContext.getFormContext();
    var startDate = formContext.getAttribute("custom_startdate");
    var endDate = formContext.getAttribute("custom_enddate");
  
    if (startDate && endDate && endDate.getValue() <= startDate.getValue()) {
        endDate.setIsValid(false, "End Date must be after Start Date.");
    } else {
        endDate.setIsValid(true);
    }
}

We have it registered in the On Change of the ‘Start Date’ and ‘End Date’ fields.

Here if we try saving the record, if the End Date is smaller than the Start Date, we will get the message specified.

Hope it helps..

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Using Xrm.Utility.getPageContext().input to identity or get parent record details for the Quick Create form – Dataverse / Dynamics 365

Recently we had a requirement to make different sets of fields mandatory and non-mandatory on the Quick Create form for Contact, based on the parent record type it is opened from.

Quick Create Form

As we cannot have multiple Quick Create Form specified for different forms, we had to use JavaScript to identify the parent record type.

We can use the below properties for that.

Xrm.Utility.getPageContext

Xrm.Utility.getPageContext().input.data.parentrecordtype
Xrm.Utility.getPageContext().input.createFromEntity.entityType

Below we have the contact’s quick create form opened from a custom table – custom_contract’s contact lookup.

On using the above properties in our form load script for the quick create form, we can see different sets of fields set as required and recommended on the Quick Create Contact form based on the parent record it is opened from.

Parent A :