Microsoft Dynamics 365 – Page 2 – Nishant Rana's Weblog

Fixed – Error occurred while loading document template / Error occurred while loading preview error in Dynamics 365

Recently, one of the users reported the following error while trying to generate a PDF for a Quote record in Dynamics 365:

Initially, the Export to PDF option was showing a blank list of templates.

A screenshot of a computer

AI-generated content may be incorrect.

This happened because the user was missing a few essential privileges on the Document Template tables.

To fix the blank template list, we updated the user’s custom security role with the appropriate privileges on the following tables:

Document Template
Personal Document Template

After adding these, the templates started appearing in the “Export to PDF” dialog.

Even though the templates were now visible, the user still got the following error while trying to preview or export:

This was due to one missing privilege in the Customization area of the security role.

We added: DocumentGeneration privilege

Once this privilege was granted, the preview and PDF generation started working as expected.

If we are unsure which privilege might be missing in similar situations, a quick way to find out is by using Developer Tools (F12) and monitoring the Network tab while reproducing the error. The failed request, such as ExportPdfDocument, usually reveals the missing privilege directly in its Response section (for example, missing prvDocumentGeneration privilege). This saves time and avoids trial and error when troubleshooting permission issues.

Hope it helps..

Advertisements

Using Parent Context in Dynamics 365 Plugins — Detecting System-Triggered Operations (Dataverse / Dynamics 365)

In this post, we’ll look at how we used the ParentContext property in Dynamics 365 plugins to determine if a plugin execution was triggered by another plugin and perform logic conditionally. This came up in two real-world cases — one where we needed to prevent duplicate Sales Leads created automatically through Event Management, and another where we wanted to match the correct Campaign when a Lead was updated through a Marketing Form submission.

In the first scenario, we had a plugin registered on the Pre-Create of Lead. We wanted to block duplicate Sales Leads only when they were created via CRM’s Event Plugin, not during manual Lead creation. To achieve this, we checked if the plugin execution had a ParentContext. When present, it meant the Lead creation was triggered by another process, not a user. We confirmed it was the system’s Event Plugin by checking the msevtmgt_originatingeventid field (this field will be auto-populated for a lead created by event) and depth. If the Lead was of Enquiry Type “Sales” and had an email address, we checked for duplicates and stopped the creation if one existed. This ensured duplicates were blocked only for system-triggered Leads.

The second case involved the plugin, registered on the Update of Lead. Here, we needed to identify if a Lead update was triggered by a Marketing Form submission (from the msdynmkt_marketingformsubmission table) and only then run our Campaign mapping logic. We used ParentContext to walk up the plugin chain and confirm the origin. Once verified, we called our logic to assign the correct Campaign based on the Region or Village. This made sure the Campaign logic only ran for Leads updated by Marketing automation, not for regular user edits.

In both cases, using ParentContext gave us precise control over when the plugin logic should run. It allowed us to differentiate between user actions and system-triggered updates, avoiding redundant execution and maintaining a cleaner automation flow.

Hope it helps..

Advertisements

Fixed – “Action cannot be performed. This quote is not owned by Dynamics 365 Sales” in Dataverse / Dynamics 365

Recently, while working with Quotes in Dynamics 365 Sales integrated with Supply Chain Management (SCM) through Dual-write, we encountered an interesting error while trying to activate an existing quote.

When attempting to activate Quote, the system threw the following error message:

Checking the Plugin Trace Log, we found the following details:

Entered Microsoft.Dynamics.SCMExtended.Plugins.QuotePreUpdate.Execute(), Correlation Id: 97636eb7-a10c-4503-918f-6dd7b8c1a671, Initiating User: 2953f4a9-ffca-ea11-a812-000d3a6aa8ae

QuoteService: PreUpdate.

Validate calling user $2953f4a9-ffca-ea11-a812-000d3a6aa8ae.

Calling user not DataIntegrator

Feature: Dynamics. AX.Application.SalesQuotationD365SalesFeature; Enabled: True

QuoteService: update from CE.

Validate calling user $2953f4a9-ffca-ea11-a812-000d3a6aa8ae.

Calling user not Dual-write.

SCM plugin exception: Action cannot be performed. This quote is not owned by Dynamics 365 Sales., at Microsoft.Dynamics.SCMExtended.Plugins.Services.QuoteService.ValidateIntegrationOwnerOnStateCodeChange(LocalPluginContext localContext, Guid quoteId)

Interestingly, this issue occurred only for old quote records — the ones created before Dual-write was enabled.

All newly created quotes after enabling Dual-write worked perfectly fine and could be activated without any error.

When comparing both sets of records, we noticed one key difference:

The msdyn_quotationownership (Ownership) field was blank for old quotes, while it was populated for the new ones.

This field plays an important role once Dual-write is enabled. The Microsoft.Dynamics.SCMExtended.Plugins.QuotePreUpdate plugin checks the Ownership field during operations like quote activation to validate the integration source.

If this field is empty, the plugin assumes the quote doesn’t belong to Dynamics 365 Sales and blocks the action, resulting in the error we saw.

Here we simply needed to set the missing ownership field.

To resolve the issue, we bulk updated all old quotes to set the missing Ownership (msdyn_quotationownership) field to Dynamics 365 Sales.

Once updated, the system immediately allowed us to activate quotes successfully — no more errors.

Hope it helps..

Advertisements

Understanding “Block Deletion of Out-of-the-box Attribute Maps” in Dataverse / Dynamics 365

In Dynamics 365, attribute maps define how data flows from one record to another when creating related records. For example, when creating a Contact from an Account, fields like Address, Phone Number, and Website are copied automatically through predefined mappings. These mappings are part of standard Microsoft solutions like Sales, Customer Service, and Marketing.

If we try deleting these out-of-the-box (OOB) mappings, we will encounter an error — the platform restricts the deletion of system mappings to protect standard data flow and solution integrity.

A screenshot of a computer error

AI-generated content may be incorrect.

Using the Block Deletion of Out-of-the-box Attribute Maps feature setting, we can govern this behavior. Navigate to Environment → Settings → Features to locate this option.

When we disable this setting, the platform allows the deletion of OOB mappings.

In some scenarios, it could be applicable, like during lead conversion, where we may want to remove OOB mappings (like Address, Job Title, or Description) to populate these fields using external data. Some organizations use a custom quoting process instead of the OOB Opportunity → Quote flow. They remove the standard attribute maps that automatically copy data into Quote fields to prevent conflicts with their own automation.

However, even if these mappings are deleted, they can reappear when Microsoft pushes future solution updates. The recommendation is to only disable this setting if there is a specific and controlled use case, typically in a non-production environment, and with a backup plan in place. Keeping this setting enabled ensures consistency and prevents loss of important system logic that underpins Dynamics 365’s standard data flow.

Hope it helps..

Advertisements

Flows getting triggered multiple times / missing callbackregistration record – Power Automate / Dataverse

Recently, we observed that one of our flows was getting triggered multiple times in our UAT environment; however, the flow was working properly in our Development environment.

On comparing the flows trigger, we didn’t find any differences.

However, when checking for the callbackregistration record, we observed that for the Dev env, we had the callbackregistration record available.

However, it was missing for our UAT environment.

Turning the flow on and off didn’t create the corresponding callbackregistration record.

https://nishantrana.me/2025/09/02/fixed-flow-not-getting-triggered-incorrect-callback-registration-record-power-automate-dataverse/

Eventually, we deleted the trigger and recreated it in the UAT.

After recreating the trigger, we could see our flow getting triggered only once as expected.

However, we also noticed that the name of the callbackregistration record was not just the GUID, but it also had MTA suffixed to it in our UAT.

daf9fae3-a405-ee11-8f6e-00224817f864:MTA

So may this record was already existing and had an incorrect filter expression, which got fixed when we deleted and created a new trigger.

We also deleted this callbackregistration record, and turned our flow on and off. This created a new callbackregistration record with the same MTA suffixed to it.

So the solution here could be to find the callbackregistration record either with a GUID or with MTA suffixed to it, delete the record found, and turn the flow on and off.

Hope it helps..

Advertisements

JavaScript Gotcha: Why [x == (a || b)] Fails

Recently we observed that our JavaScript code was not working as expected.

Now when we write conditions in JavaScript, it’s natural to want to check if a variable equals one of multiple values. A common mistake is to write the condition like this:

if (loanType == (CareFeeDeferralFeesShort || CareFeeDeferralFeesLong)) {
    // do something
}

At first glance, it seems like this would check if ‘loanType’ is equal to either ‘CareFeeDeferralFeesShort’ or ‘CareFeeDeferralFeesLong’`’. Unfortunately, that’s not what JavaScript actually does.

The ‘||’ operator in JavaScript doesn’t return a boolean. Instead, it returns the first truthy value it encounters.

For example:

console.log(1 || 2); // 1

console.log(0 || 2); // 2

So in our case:

If ‘CareFeeDeferralFeesShort’ is ‘1’, then ‘(CareFeeDeferralFeesShort || CareFeeDeferralFeesLong)’ becomes ‘1’.

If it’s ‘0’ (falsy), then the expression becomes ‘CareFeeDeferralFeesLong’.

This means the condition effectively reduces to checking only one value, not both.

The right way is to compare the variable separately against both values:

if (loanType == CareFeeDeferralFeesShort ||
    loanType == CareFeeDeferralFeesLong) {
    // do something
}

Here, JavaScript evaluates each equality independently:

‘loanType == CareFeeDeferralFeesShort’

‘loanType == CareFeeDeferralFeesLong’

If either is true, the whole condition passes.

Takeaway

(x == (a || b)) is not the same as `x == a || x == b`.

Hope it helps..

Advertisements

Share It -

Share It -

Share It -

Share It -

Share It -

Share It -