Microsoft Dynamics 365 – Page 18 – Nishant Rana's Weblog

Customize the Schedule Board to show bookable resource attribute – Dynamics 365 Field Service

Below we can see the resource cell template (or view) applied that defines the images, values, and fields displayed for the resource in the Schedule Board.

A screenshot of a computer

Description automatically generated

Now suppose we want to show the Account (custom field) value also, that would make it easy for the Dispatcher to schedule them from within the Schedule board.

For this, we need to select Board Settings for the Schedule Board.

Navigate to the Other section within the Board Settings.

We’d first start by adding/defining a new Resource Cell Template and a new Retrieve resource query template.

We have added below Div tag below to show the account name.

Save this new template

Next, add the below attribute tag for the account field in the Fetch XML for it to retrieve the value of the account, here name property holds the schema name of the field.

Select Save as new to add the new template.

On refreshing the Schedule Board we can see the Account value added to the view, however, it shows the Guid of the account record.

To get the label /name, edit the Resource Cell Template and add the below UFX Bag (UFX directives for querying the data) to fetch the name of the account.

Update the Sample Resource Query, Save the changes, and refresh the schedule board.

We can see the Guid replaced by the Account name there.

Resource Cell Template –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Resource Query –

<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
  <Resources ufx:source="fetch">
    <fetch mapping="logical" aggregate="true">
      <entity name="bookableresource">
        <attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
        <attribute name="name" alias="name" groupby="true"/>
        <attribute name="calendarid" alias="calendarid" groupby="true"/>
        <attribute name="resourcetype" alias="resourcetype" groupby="true"/>
        <attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
        <attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>

          <!-- Add the account field -->
         <attribute name="new_account" alias="accountname" groupby="true"/>
        
          <!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
        <order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />

        <!-- Characteristic join -->
        <link-entity name="bookableresourcecharacteristic" from="resource"
            to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
          <attribute name="characteristic" aggregate="countcolumn" 
              alias="characteristiccount" distinct="true" />
          <order alias="characteristiccount" descending="true" />

          <link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
            <attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
            <order alias="proficiencyscore" descending="true" />
          </link-entity>

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
          </filter>
        </link-entity>

        <!-- Characteristic filter -->
        <filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
          <ufx:apply select="$input/Characteristics/bag">
            <filter type="and">
              <condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
                <ufx:value select="characteristic" attribute="value" />
              </condition>
              <condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
                <ufx:value select="ratingvalue" attribute="value" />
              </condition>
            </filter>
          </ufx:apply>
        </filter>

        <!-- Category join -->
        <link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
          <attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />

          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition operator="in" attribute="resourcecategory">
              <ufx:apply select="$input/Roles/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <!-- Territory join -->
        <link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
          <filter>
            <condition attribute="statecode" operator="eq" value="0" />
            <condition attribute="msdyn_territory" operator="not-null" />
          </filter>
        </link-entity>

        <!-- Territory filter -->
        <filter type="or">
          <condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />

          <condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
            <ufx:apply select="$input/Territories/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>
        </filter>

        <filter type="and">
          <condition attribute="statecode" operator="eq" value="0" />

          <!-- Must choose from resource filter -->
          <condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
            <ufx:apply select="$input/MustChooseFromResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Restricted resource filter -->
          <condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
            <ufx:apply select="$input/RestrictedResources/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
          <condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
          <condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />

          <!-- Organizational unit filter -->
          <condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
            <ufx:apply select="$input/OrganizationalUnits/bag">
              <value>
                <ufx:value select="@ufx-id" />
              </value>
            </ufx:apply>
          </condition>

          <!-- Resource & Pool type filter -->
          <condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
            <ufx:apply select="$input/ResourceTypes/bag/option">
              <value>
                <ufx:value select="." />
              </value>
            </ufx:apply>
          </condition>
          <filter type="or" ufx:if="$input/PoolTypes/bag/option">
            <condition attribute="msdyn_pooltype" operator="null" />
            <condition attribute="msdyn_pooltype" operator="contain-values">
              <ufx:apply select="$input/PoolTypes/bag/option">
                <value>
                  <ufx:value select="." />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </filter>

        <link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
          <!-- If Business Units or Teams are supplied, assume only users are to be returned -->
          <ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />

          <attribute name="systemuserid" alias="systemuserid" groupby="true" />
          <attribute name="entityimage_url" alias="userimagepath" groupby="true"/>

          <!-- User and Teams filter -->
          <link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
            <filter type="and" >
              <condition operator="in" attribute="teamid">
                <ufx:apply select="$input/Teams/bag">
                  <value>
                    <ufx:value select="@ufx-id" />
                  </value>
                </ufx:apply>
              </condition>
            </filter>
          </link-entity>

          <!-- User Businessunits filter -->
          <filter type="and" ufx:if="$input/BusinessUnits/bag">
            <condition operator="in" attribute="businessunitid">
              <ufx:apply select="$input/BusinessUnits/bag">
                <value>
                  <ufx:value select="@ufx-id" />
                </value>
              </ufx:apply>
            </condition>
          </filter>
        </link-entity>

        <link-entity name="contact" from="contactid" to="contactid" link-type="outer">
          <attribute name="contactid" alias="contactid" groupby="true"/>
          <attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
        </link-entity>

        <link-entity name="account" from="accountid" to="accountid" link-type="outer">
          <attribute name="accountid" alias="accountid" groupby="true"/>
          <attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
        </link-entity>
      </entity>
    </fetch>    

     <!-- Add the account field, to show Lookup' Name / Label and not the Guid -->
    <bag>
        <accountname ufx:select="accountname/@ufx-formatvalue"></accountname>      
    </bag>
     
    
    <bag>
      <imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
      <accountimagepath ufx:select="$null" />
      <contactimagepath ufx:select="$null" />
      <userimagepath ufx:select="$null" />   
               
    </bag>   


  </Resources>

  <Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
  <Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>

Get more details –

https://www.avanade.com/en/blogs/techs-and-specs/dynamics-365/how-to-customize-dynamics365-field-service-schedule-board

Universal FetchXML

https://www.linkedin.com/pulse/extending-schedule-boardif-i-can-do-you-too-scott-lefante/

Customize the schedule board with a custom resource attribute

Schedule Board Extensibility in Microsoft Dynamics 365 Field Service

Hope it helps..

Use Recycle Bin to restore deleted records (Preview)– Dataverse / Dynamics 365

To enable the feature, log in to

Power Platform Admin Center https://admin.powerplatform.microsoft.com/environments

Environment >> Settings >> Features and enable it

We can specify 30 days as the maximum recovery time.

Let us delete some of the contact and lead records.

Navigate to Environment >> Settings >> Data Management >> View Deleted Records to view the deleted records.

We can select the records and click on Restore to get the deleted records back

We can see the records removed from the Deleted Records view.

Below we can see the restored records – we can also see the Modified On updated.

The feature applies at the environment level, we cannot specify it for individual tables currently. Only the main deleted record and related records deleted via the cascaded relationship behavior will be restored. If a related record is deleted as part of custom business logic, it will not be restored.

Below let us delete the Contact record which has a case and an opportunity record associated.

On deleting the Case the child case and lead records also get deleted.

However, we do not see those records in the Deleted records list only the main (parent) Contact record.

On restoring the deleted contact restores the child case and opportunity record also.

More details on – Restore deleted records

Hope it helps..

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Project and Resources in different Time zones within Project – Dynamics 365 Project Operations

Came across below insightful post, while looking for details on Calendar Template / Work Template.

Project and Resources in different Time zones with Project for the Web

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The selected system job could not be deleted. Only completed system jobs can be deleted – Delete Recurring Bulk Deletion Jobs (Dynamics 365 / Dataverse)

While trying to delete a Recurring Bulk Deletion Job we would get the below error.

“The selected system job could not be deleted. Only completed system jobs can be deleted”

The way we can delete them is first to Cancel them.

Next is to update the recurrencestarttime column value to 9999-12-31 for it.

We can use our wonderful XrmToolBox Plugin – Bulk Data Updater for it.

This updates the Postponse Until value in the background.

Now if we try deleting it, we will be able to delete it successfully.

Check for more details – https://community.dynamics.com/forums/thread/details/?threadid=b5bb6278-971c-440c-be08-d669df8c5787

Hope it helps..

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Fixed – Action Failed: A record with matching key values already exists (DuplicateRecord)– Power Automate / Dataverse

Recently while testing one of our old existing flows, we got the below error

Action ‘Create_Child_Log_Record’ failed: A record with matching key values already exists.

{

“error”: {

“code”: “0x80040237”,

“message”: “A record with matching key values already exists.”,

“@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionSourceKey”: “Plugin/Microsoft.Crm.ObjectModel.CustomBusinessEntityService”,

“@Microsoft.PowerApps.CDS.ErrorDetails.ApiStepKey”: “38200c13-a28e-ee11-be36-002248933483”,

“@Microsoft.PowerApps.CDS.ErrorDetails.ApiDepthKey”: “1”,

“@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionMessageName”: “DuplicateRecord”,

“@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionHttpStatusCode”: “412”,

“@Microsoft.PowerApps.CDS.ErrorDetails.SqlExceptionMessage”: “Violation of PRIMARY KEY constraint ‘PK_childBase’. Cannot insert duplicate key in object ‘dbo.bew_logBase’. The duplicate key value is .”,

“@Microsoft.PowerApps.CDS.HelpLink”: “http://go.microsoft.com/fwlink/?LinkID=398563&error=Microsoft.Crm.CrmException%3a80040237&client=platform”,

“@Microsoft.PowerApps.CDS.InnerError.Message”: “Cannot insert duplicate key.”

}

Basically on Create or Update of the Parent Record it was creating a corresponding child log record, recording changes in the status field of the parent record.

The issue was in the Create Child Log record step, here it was setting the Primary Key Field / GUID field of the Child Log record being created with the GUID of the Parent record.

This worked for the 1st record, but when trying to create any new record with the same parent’s GUID, it was throwing the duplicate exception as it would be the same parent GUID getting specified.

On clearing that field, and letting the system generate the GUID, the flow ran successfully.

Hope it helps..

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Date Window Start and Date Window End fields missing on the Work Order form – Dynamics 365 Field Service

Recently we found that in one of the environments, the Date Window Start / End Dates was not showing up on the Work Order Forms, unlike the other environments.

Check the forms below

Well, the show and hide of the Date Window Start / End Date is controlled from Field Service Settings >> Fields Service >> Agreement

Setting Pre/Post Booking Flexibility Date Field Population to Populate Date Window Start / Date Window End will unhide the fields on the form.

Below is the corresponding out-of-the-box script that shows/hides the fields.

Also worth noting is that these fields are deprecated, as Microsoft recommends using Time From Promised and Time To Promised fields instead to define the date window in which a job is performed.

When setting up an agreement, you can control how work order scheduling works with pre-booking and post-booking flexibility. These fields define a window of time for scheduling each work order.

There are two options for how this window is used:

Date Window Start/End: The agreement populates these fields with the scheduling window. This makes the “Date Window Start/End” section visible on the work order itself.
Time From/To Promised: The agreement doesn’t directly affect these fields, but the scheduling window is considered during the scheduling process. “Date Window Start/End” will be hidden in this case.

This setting essentially determines where the scheduling window information is stored and displayed for work orders generated from this agreement.

Get the details

Hope it helps..

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