Microsoft Dynamics 365 – Page 25 – Nishant Rana's Weblog

Using Focused view in Dynamics 365

Focused view in Dynamics 365 that allows users to view and manage all their records in one place, allowing them to be more productive, as they can stay on track and avoid getting sidetracked by switching between multiple screens to find the information they need.

We can enable and disable it for all the records from the Power Platform Admin Center

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Let us select the Focused View for the Cases.

Focused View lists all the records of the view, from where we can select the record, and see its details, within the same screen.

We can search, filter, sort, select multiple records, and further customize it.

Search –

Filter –

Select multiple records and perform bulk operations –

From Settings, we can customize the appearance of it –

Here we can specify maximum 4 rows and each row can have a maximum of 3 columns added to it, it can be from the same record or the related record.

Here we have updated it as follows

Next, we have admin mode, where we can lock the customization so that users won’t be able to change it.

From the Default View settings, we can specify the tables on which we want focused view as default.

Below we can see the Focused View updated to show Case Title, Case type, Created by, and associated customer’s email address.

Get all the details here

Hope it helps..

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Associate activities (Email) with multiple related records – Dataverse / Dynamics 365

This new feature allows associating an activity record with multiple related records or related parties.

For E.g. we might want to associate an email with multiple cases, or with case as well as account and contact records.

It is still in the public preview (April 24) and is only available for Email Activity.

To see it in action, first, we need to add the Related field of type Party List to the form.

We can see the option to add related records of type Account, Case, Contact, Knowledge Articles, Queue, and User to it.

Below we can see multiple records of different tables added to it.

Also, we can see the email record showing up in the timeline of the corresponding related records.

Check more details

Hope it helps..

New Attachment features for Email – Dataverse / Dynamics 365

We can see a few new features added to attachments for email activity as part of 2024 Release Wave 1.

We can use drag and drop to add attachments.

Select (Select All) and copy the attachment(s)

And can paste it to another email

Bulk download and delete the attachment(s)

We can switch between Tile and Grid view which also shows the size of the attachments.

We can export attachments to Excel.

The exported Excel file will have the following details

Get all the details here

Hope it helps..

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Fixed – The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running – Dataverse / Dynamics 365

Recently we were bulk updating our records, which would trigger an asynchronous plugin registered on its update. We were using the wonderful Bulk Data Updater (XrmToolBox) plugin for it. We realized if we are updating too many records at once say e.g. 100 Batch Size (total 5K records to be processed), we are getting below exception.

The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running. Microsoft.Xrm.RemotePlugin.Grpc.ExceptionHandlers.SandboxFabricHostCommunicationException: Error communicating with Sandbox Host

We than updated the Execution settings to process with a Batch Size of 5 with an interval of 60 seconds. This fixed the issue for us.

Also, check –

The plug-in execution failed because the Sandbox Worker process crashed. This is typically due to an error in the plug-in code – Dataverse / Dynamics 365

The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.

Hope it helps..

Geofencing unit ‘Mile’ with id: ” cannot be removed – Dynamics 365 Field Service

While trying to delete the Unit records related to the “Distance Units of Measure for Resource and Asset Location Management” unit group, we will get the below error

Geofencing unit ‘Mile’ with id: ‘<GUID>’ cannot be removed

Below is the out of the box plugin that restricts the deletion of the unit

The code for the plugin –

UOM GUIDs –

And the GUIDs within the environment –

To know more about Geofencing.

Hope it helps..

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Using Union function to remove duplicates – Power Automate / Dataverse

We recently got the below error in one of our cloud flows, the requirement was to fetch the distinct work orders that have notes with attachments associated with them.

A resource of type ‘Microsoft.Dynamics.CRM.annotation’ was found in a resource set that otherwise has entries of type Microsoft.Dynamics.CRM.msdyn_workorder’. In OData, all entries in a resource set must have a common base type.

This occurs if we try using the aggeration in the Fetch XML queries in the List rows action.